Michael De Rosa

Brandon Perry is a CFP® and ChFC® with 21 years of experience in financial advising. He has been the principal advisor at Perry Investment Management, LLC since 2009. The firm serves individual investors, nonprofit clients, and corporate pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and consulting services. Perry Investment Management uses an institutional-style investment approach focused on risk control and diversified allocations, customizing portfolios to client objectives including socially responsible investment options upon request.

Scott Jacobsmeyer is a CFP® with 20 years of industry experience and has been with Argent Wealth Management, Inc. since 2005. He is based in Round Rock, TX, and holds a Series 65 license. Argent Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm employs a strategic asset allocation approach using primarily passive mutual funds and ETFs, with an emphasis on non-discretionary management and periodic rebalancing.

Herbert Kim is a CFP® professional with 20 years of experience in financial advisory and accounting. He is the owner of Innovator Wealth Advisor, LLC, an independent firm he has been with since 2007. Prior to this, he worked at Pacific CPA & Advisor and Cascadia CPA PC. In addition to his advisory work, he serves as president of HSK CPA PLLC, a tax services firm. Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope consulting primarily to individuals, small business owners, and pension and estate clients. The firm employs a long-term, passive investment approach based on modern portfolio theory and manages discretionary accounts while offering project-based advisory services.

Brock Erwin is a financial advisor at CleverInvesting LLC with nine years of industry experience. He holds a Series 65 designation and has been with CleverInvesting since 2016. In addition to his advisory role, he works as a Software Development Engineer for Amazon. CleverInvesting LLC provides discretionary portfolio management for individual and high-net-worth clients, employing a concentrated, fundamentals-based value investing approach. The firm focuses on tailored investment policies and occasionally uses derivatives such as cash-secured put options.

Conner Young is a financial advisor at Baskets Capital LLC in Austin, TX, holding a Series 66 designation with nine years of industry experience. His career includes roles at Tollefson & Company, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. Outside of advisory work, he contributes part-time as a research associate evaluating nonprofit organizations and business contact information for software and data firms. Baskets Capital LLC provides customized portfolio management and investment advice to individuals, trusts, pension plans, and business entities, managing approximately $9.45 million across 51 client relationships. The firm uses a combination of fundamental and technical analysis, employing a range of investment strategies including ETFs, mutual funds, equities, bonds, margin trading, and option strategies, with all accounts managed on a discretionary basis.

Richard Betts is a financial advisor at Barton Creek Advisors, LLC in Round Rock, TX, with 21 years of industry experience. He holds a Series 63 designation and has been with Barton Creek Advisors since 2004. Outside of his advisory role, he is the founding principal of R. Mark Betts Financial, where he provides education and foundational insurance products, including life insurance and fixed annuities. Barton Creek Advisors offers investment advisory and financial planning services to individuals, trusts, and estates, focusing on customized portfolio construction and financial plans. The firm assists clients with investment policy statements and asset allocation, often referring clients to third-party money managers whose selection and supervision it oversees.