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.

Douglas Kirkpatrick is the sole advisor at Alphaglider LLC, an independent registered investment adviser based in Georgetown, TX. He holds the CFA® designation and has 13 years of industry experience, including prior institutional equity roles before founding Alphaglider in 2012. Alphaglider LLC serves individuals, families, trusts, and retirement plan sponsors, managing approximately $48 million across about 30 clients. The firm offers discretionary and non-discretionary portfolio management, fiduciary consulting, and 3(38) investment-manager services, with a focus on diversified, risk-managed, tax-aware strategies that rely heavily on exchange-traded funds and are delivered primarily through its website and mobile applications.

Stephen Homer is a financial advisor at Inked Investments with six years of industry experience. He holds the Series 65 and Series 66 designations and has prior experience at Edward Jones. Outside of advisory work, Homer is an athletic coach at Round Rock Christian Academy. Inked Investments provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, and retirement-plan sponsors. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to guide portfolio management, offering both long- and short-term strategies while typically operating with discretionary trading authority.

Gregory Alves is a financial advisor with Synergy Capital Advisors, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at AIM Investment Center and The MBA Investment Fund, LLC, both affiliated with the University of Texas at Austin, where he was also employed for 12 years. Alves has been with Synergy Capital Advisors since 2006. Synergy Capital Advisors provides discretionary investment supervisory services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and quantitative analysis to manage portfolios. The firm offers both long-only and long-short strategies and incorporates client-directed restrictions when requested.

At Ridley Wealth Management, our mission is to help clients enjoy their wealth with gratitude, wisdom, and generosity. I founded the firm after more than a decade in financial services, driven by a desire to integrate wise stewardship and faith into every financial decision. As a fee-only fiduciary, my role is simple: to provide clear advice, manage investments with discipline, and design financial plans that give families peace of mind. Outside the office, my wife Lauren and I are raising two great kids, Georgia and David, along with Molly, our Springer Spaniel who lives for bird season. We serve families in Round Rock, TX; Cedar Park, TX; Leander, TX, and the Greater Austin area — and virtually across the country.

Michael Knipstein is the principal of OnPoint Financial Advice, LLC in Round Rock, TX. He holds a Series 65 credential and previously worked for Williamson County EMS for nine years. His career prior to financial advising includes public safety leadership. OnPoint Financial Advice provides financial planning and consulting services to individual clients, offering written plans or targeted consultations without discretionary account management. The firm uses fundamental analysis and modern portfolio theory, delivering advice through project-based engagements on an hourly or project-fee basis.

Javier Maravi is the principal of Maravi Capital Management in Round Rock, TX, holding a Series 65 credential with one year of industry experience. He serves as Vice President of Training at TACALA, LLC, a restaurant franchise based in Birmingham, AL, where he has worked since 2009. Maravi also manages a residential real estate business, Music City Vacation Pads LLC, as a managing partner. Maravi Capital Management is a state-registered investment adviser offering discretionary portfolio management and financial planning. The firm employs a tactical allocation strategy combining fundamental analysis and position adjustments and provides both asset-based management and standalone hourly consulting services.

Christopher Baum is a financial advisor with Palermo Wealth Management, LLC in Georgetown, TX, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. He has been with Palermo Wealth Management since 2012. Palermo Wealth Management is a fee-only independent firm serving individuals, high-net-worth clients, families, corporations, non-profits, and retirement plan sponsors. The firm provides comprehensive financial planning and discretionary investment management, utilizing a mix of mutual funds, ETFs, and ETNs with an investment approach that includes fundamental, technical, and charting analysis.

Michael Laheta is the sole advisor at EveryPlan Financial in Round Rock, TX, holding a Series 65 designation with one year of industry experience. His prior career includes over a decade in professional sports and motorsports, including roles at NASCAR and the NASCAR Hall of Fame. He also teaches courses related to sports and motorsports revenue generation at Belmont Abbey College and occasionally provides consulting services in the sports and entertainment industry. EveryPlan Financial offers financial planning and portfolio management primarily for pre-retirement individuals and families, as well as consulting for pension and employee benefit plans. The firm employs a combination of charting, fundamental and technical analysis, and uses both long-term and options strategies, with a notable focus on pension consulting and 403(b) plan navigation for educators.

Joseph Reinke is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has served as the principal of Fitbux RIA LLC since 2017 and is also the Chief Executive Officer of Fitbux, Inc., a financial technology company he has led since 2015. Fitbux RIA LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach and partners with a third-party digital advisory platform for custody and execution, while offering personalized planning services addressing areas such as student loans and cash flow. A notable aspect of the firm is its affiliation with Fitbux, Inc., which develops proprietary financial and student loan planning technology.

Eric Schleien is a financial advisor at Granite State Capital Management, LLC, with 11 years of industry experience. He holds a Series 65 designation and has been with Granite State Capital Management since 2014. Outside of advising, he is the sole owner of Wyoming Warehousing & Safe Deposit Company, LLC, a private real estate investment business, and he provides coaching and consulting through Thinking Tribal. Granite State Capital Management offers portfolio management and stock-picking services primarily to individual and high-net-worth clients, with a value-oriented, fundamental analysis approach focused on long-term investing and capital preservation. The firm uses performance-based fee arrangements for qualified clients and emphasizes customized investment policies and discretionary account management.

Juhee Patel is a financial advisor with Edward Jones in Bee Cave, TX, holding Series 65 and Series 66 designations and with three years of industry experience. Prior to joining Edward Jones in 2023, Patel worked at Laxmi Financial Services, CHARLES SCHWAB, and has owned an outsourcing consulting business, Sahaj Consulting Group, LLC, since 2020. The firm serves more than four million individual and institutional clients with a full range of wealth management services, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors.

Danny Holder is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Capital Retirement Planning, LLC since 2007 and joined TLWM Financial in 2025. Capital Retirement Planning, LLC provides portfolio management, investment consulting, and retirement-plan advisory services to individuals and company retirement plan participants. The firm manages approximately $35.1 million in discretionary assets and employs an active, technically driven investment approach combined with fundamental analysis and third-party research.

Clifton Myers is the principal advisor at Clifton Myers Financial Advisory in Round Rock, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 2004. In addition to his advisory work, Myers owns and operates a tax preparation practice, completing approximately 100 returns annually during tax season. He is also a 50% owner and officer of Kaleidoscope Toys, Inc., though he has no active duties there. Clifton Myers Financial Advisory provides investment management and financial planning services primarily to individual clients, using a model-driven investment approach that incorporates economic and technical analysis. The firm combines advisory services with insurance sales and in-house tax preparation, managing discretionary accounts with a focus on exchange-traded funds but also employing a range of securities including derivatives and leverage.

Anna Popke is a financial advisor at Majestic Oak Financial, LLC in Round Rock, TX, holding CFP® and Series 65 credentials with 21 years of industry experience. She has been with Majestic Oak Financial since 2004. Outside of her advisory work, she is a partner in privately-owned LLCs involved in residential and commercial real estate rentals. Majestic Oak Financial provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes fundamental analysis and long-term asset allocation, using mutual funds and ETFs with periodic rebalancing, and offers educational seminars and community finance classes.