Robert Requard

Andrew Oskoui is a CFA® charterholder and Series 65 licensee with 12 years of industry experience. He has been the sole advisor at Blue Tower Asset Management, LLC since 2014, based in Austin, TX. Blue Tower Asset Management provides discretionary investment management to individuals, trusts, endowments, corporations, and other institutions, and also acts as a sub-adviser for other investment firms. The firm employs a value-oriented investment process focused on high-quality businesses and operates a flagship Global Value strategy that is unconstrained by market-cap or sector limits and typically concentrated in 15–25 holdings.

Michel Klus is a financial advisor at Synergos Capital Management with four years of industry experience. He holds a Series 65 credential and has worked at Cambridge Investment Research Advisors, Inc. since 2024. His prior roles include positions at the Texas Permanent School Fund and entrepreneurial ventures such as Transcendent Roofing and Rated To Roll. Synergos Capital Management provides discretionary portfolio management services to individual and high-net-worth clients, managing a diverse range of securities including equities, fixed income, ETFs, real estate funds, commodities, private placements, and venture capital. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analyses, using both long-term trading and options strategies under written investment policies.

"At DESMO, we are passionate about building the foundation of your life pursuits through financial planning and coaching." Massi is a Ph.D. economist and a CFP® professional specializing in financial planning and behavioral economics. Massi has over 18 years of experience in solving complex financial problems for individuals, financial advisors, and endowments and foundations. Before founding DESMO Wealth, Massi held senior investment strategy positions at Dimensional Fund Advisors in Austin and Stone Ridge Asset Management in New York. Prior to moving to the financial services industry, Massi was an assistant professor at Dartmouth College, where he taught finance and macroeconomics. Massi’s accomplishments include the development of award-winning strategies at Dimensional Fund Advisors and, with S&P Dow Jones, the development of the first set of indices that track retirement readiness (the S&P STRIDE indices). Massi has written numerous papers on financial planning, retirement, risk management, and portfolio selection, and has been featured in Barron's, MarketWatch, S&P Dow Jones, USA Today, and many others. Schedule a call here: https://desmowealth.com/contact/

Paul Nixon is the sole advisor at Quillpen Advisors, LLC, an independent firm based in Bee Cave, TX. He holds a Series 65 credential and has five years of experience in financial advising. Prior to founding Quillpen Advisors in 2020, Nixon worked at NXP Semiconductors and has operated Nixon Technology Consulting since 2017. Outside of advisory work, he serves on the board of a quantum photonics cybersecurity startup and is involved with a family publishing LLC. Quillpen Advisors serves individual clients, offering portfolio management and financial planning services with a small client roster and approximately $12.8 million in assets under management. The firm emphasizes direct access to its managing member and leverages Nixon’s extensive technology and executive background.

Steven London is a financial advisor at Compendium Wealth Advisors, LLC in Austin, TX, holding the ChFC® designation and Series 66 license with 20 years of industry experience. He has worked at Park Avenue Securities LLC and Guardian Life Insurance Co. of America prior to joining Compendium Wealth Advisors in 2016. Compendium Wealth Advisors is an independent registered investment adviser serving individuals, families, trusts, estates, and business clients. The firm provides comprehensive financial planning, coordination with other professional advisors, and access to third-party investment managers, with a particular focus on retirement income planning, insurance and estate coordination, and business valuation and exit planning for corporate clients.

James McGrath is a CFP® professional with 21 years of industry experience, operating through Financial Strategies, Inc. in Dripping Springs, TX. He has been associated with Financial Strategies, Inc. and Financial Management Group, Inc. since 1984. In addition to advisory services, he provides tax planning and preparation at the same location as his advisory business. Financial Strategies, Inc. serves individuals, trusts, estates, charities, retirement plans, and businesses, managing approximately $19.4 million in client assets. The firm employs a Core+Satellite investment approach combining passive core holdings with selected active managers and individual securities, and offers financial planning alongside investment management.