Kai Lamb is a financial advisor at Solaris Private Wealth Management in Austin, TX, with 22 years of industry experience. He holds the Series 66 designation and has led Solaris since 2006. Outside of advising, he is a member and manager of Genesis Web Solutions, a web hosting business. Solaris Private Wealth Management serves individuals, small business owners, and nonprofit foundations, providing investment advisory, financial planning, and educational workshops. The firm uses Modern Portfolio Theory and a mix of no-load mutual funds, low-cost ETFs, individual equities, and fixed income to tailor portfolios according to each client’s risk profile.

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.

Mark Scott is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He is the sole advisor at Trinvest Advisors, LLC, an independent firm he has worked with since 2015. In addition to his advisory role, Scott serves as a business development consultant for a Caribbean-based financial services firm. Trinvest Advisors provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm serves both U.S. and non-U.S. clients, employing a range of investment strategies that include fundamental and technical analysis, long- and short-term trading, and allocations to various asset classes such as mutual funds, ETFs, hedge funds, and private equity.

Romy Pickron is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Asset Achievers in Austin, TX. Prior to founding Asset Achievers in 2022, Romy worked at Wells Fargo Advisors and Wells Fargo Clearing from 2014 to 2021. Romy is also co-owner and co-founder of Reducify LLC, an organization focused on personal finance education and helping borrowers accelerate student loan repayment. Asset Achievers provides comprehensive financial planning combined with discretionary investment management services, tailored to individual client circumstances. The firm serves individuals, small businesses, and educational institutions, employing a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and incorporating educational courses and coaching.

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.

Theodore Barac is the principal and sole advisor at Barac Capital Management, LLC in Austin, TX, with 13 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2012. Outside of advisory work, Mr. Barac contributes articles to the financial research platform Seeking Alpha and teaches classes for Moody’s Analytics on a contract basis. Barac Capital Management provides discretionary portfolio management through separately managed accounts, serving accredited investors, family offices, trusts, and institutional clients. The firm employs a research-driven, long-term value investing approach that integrates fundamental and technical analysis to identify securities trading below intrinsic value and selectively targets options with event-driven upside.

Mustafa Ismail is the principal of Ismail, Mustafa, an investment management firm based in Cedar Park, TX. He holds a Series 65 designation and has industry experience beginning in 2024. Prior to founding his firm, he worked for nine years at Intel Corporation in technology roles including cloud architect and software engineer. Ismail, Mustafa provides fee-only financial planning services to individuals and high-net-worth clients, focusing on tailored recommendations in investing, asset allocation, retirement rollovers, insurance, and taxes. The firm emphasizes long-term diversified strategies and detailed risk disclosures, operating on an hourly billing basis without accepting custody or discretionary authority over client accounts.

Devang Patel is a financial advisor at Rewbix with a Series 65 credential and two years of industry experience. He has been associated with DJP MD PLLC since 2013. Outside of his advisory role, he serves as a director at Rewbix Real Estate Investments LLC, where he oversees property management issues. Rewbix AI Investments LLC is an independent, internet-based advisory firm that provides AI-driven portfolio management and related services to individual, retail, qualified, and accredited investors. The firm uses machine-learning algorithms to generate buy and sell recommendations and operates on a non-discretionary basis, with plans to introduce discretionary trade execution and token-based fees.

Brandon Hinneberg is a CFP® and ChFC® with six years of industry experience. He currently operates as the sole advisor at Off-Trail Works LLC, an independent firm based in Austin, TX. Prior to founding Off-Trail Works, he spent several years with Northwestern Mutual in various investment and wealth management roles. Outside of financial advising, he was involved with Your Vision Video Productions LLC from 2018 to 2021. Off-Trail Works LLC provides comprehensive financial planning and discretionary portfolio management to individuals, families, small business owners, trusts, and related entities. The firm emphasizes a planning-first approach, integrating detailed financial projections and tax-efficient investment strategies, and manages approximately $9 million in assets across about 21 households.

Donald Rudy III is a financial advisor associated with Lakeline Financial in Cedar Park, TX. He holds a Series 65 designation. Lakeline Financial currently does not have any active advisors.

Gary May is a ChFC® and Series 65 credentialed financial advisor with nine years at May Tree Financial Planning LLC and eight years of industry experience. He also manages Nora's Book Niche LLC, a non-financial retail business. May previously worked for Collective Goods (formerly Books Are Fun) for 23 years. May Tree Financial Planning LLC is an independent advisory firm managing approximately $5.3 million for individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides tailored investment management and financial planning services, emphasizing client-specific investment policies and primarily using a passive approach with index funds and ETFs. It also offers educational seminars and serves institutional-type clients alongside individuals.

Natalia Naylor is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at FSC Securities Corporation and OSAIC. Outside of her advisory work, she serves as treasurer for the Cedar Park Baseball Booster Club and is involved in managing a local batting cage business. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product offerings.

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.

Abhay Srivastava is a CFA® charterholder with seven years of industry experience. He is the principal advisor at AS Investment Partners LLC, an independent firm he has led since 2024. His prior experience includes roles at Hutchinson Capital Management and Finchwood Capital Partners, LP. AS Investment Partners LLC serves individual and select institutional clients, including corporations, providing discretionary and non-discretionary asset management along with standalone financial planning. The firm follows a fundamentally driven, business-oriented investment approach with a broad mandate and continuous portfolio monitoring.

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.

Max Mueller is a financial advisor at Mueller Wealth Advisors in Austin, TX, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at JP Morgan Chase & Co and involvement in business consulting and technology software through management positions at Scytale Consulting LLC and Deling City, LLC. Mueller Wealth Advisors is an independent, single-advisor firm serving primarily individual clients, as well as closely held businesses and other corporate clients. The firm provides discretionary and non-discretionary asset management, financial planning, and advice on retirement rollovers and private placements, using an asset-allocation framework tailored to each client’s goals and risk tolerance.

Thomas Fortenberry is a Series 65-licensed financial advisor with Sovereign Asset Advisors LLC, where he has worked since 2020. He has five years of experience in financial advising and also maintains a law practice as an attorney since 2009. Additionally, he is a licensed real estate agent and serves as a trustee for private trusts. Sovereign Asset Advisors LLC is a small independent firm managing approximately $2.5 million for individual investors, small businesses, charitable organizations, and retirement plans. The firm uses an active, value-oriented investment approach combining fundamental, technical, and cyclical analysis to create diversified portfolios and offers comprehensive financial planning, discretionary portfolio management, and retirement-plan advisory services.

Jeffrey Kikel is a financial advisor at Freedom Day Wealth Management LLC in Cedar Park, TX, with 30 years of industry experience. He holds the ChFC® designation and various securities licenses including Series 63, 65, and 66. Prior to founding Freedom Day Wealth Management in 2022, he was involved with BKA Wealth Consulting, Inc, CPTX Wealth Strategies, and American United Life. Outside of his advisory work, he is the founder of T-Werx, a coworking facility, and is involved in several business ventures including renewable energy sales and publishing. Freedom Day Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and corporate plan sponsors. The firm employs a combination of fundamental and technical analysis with a long-term investment approach and offers pension consulting and fiduciary services to plan sponsors.