Jason Burdett

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

Kyle Lee is a financial advisor at Bard Investment Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Bard Investment Group in 2025, he worked at American First Finance, People 2.0, ACE Cash Express, and D.R. Horton. In addition to his advisory role, he maintains a separate contract programming business. Bard Investment Group provides financial planning, portfolio management, and educational seminars primarily for individuals, high-net-worth individuals, and small businesses. The firm emphasizes low-cost, broadly diversified index funds and ETFs, with portfolio management conducted on a non-discretionary basis and regular client reviews.

Dhiren Xavier is the sole advisor at Serendib Capital Management LLC, an independent firm based in Coppell, TX. He holds Series 65 and Series 66 licenses and has nine years of industry experience, including prior work at Edward Jones. In addition to his financial advisory work, he maintains a project-based technology consulting practice. Serendib Capital Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $6.1 million across a small client base, employing a range of strategies including derivatives, margin trading, and options writing, with portfolio management grounded in fundamental, technical, charting, and cyclical analysis.

Lacy Rogers is a CFP® professional with 11 years of industry experience currently serving as the sole advisor at The Dedicated Dollar in Fort Worth, TX. Her prior roles include positions at Hilltop Securities Inc. and Morgan Stanley. The Dedicated Dollar provides investment management and financial planning services to individual and high-net-worth clients, including business owners. The firm utilizes a Modern Portfolio Theory-based approach with primarily passive portfolios and automated model platforms, offering project-based, hourly, and ongoing comprehensive planning engagements.