Jeff Croswell

Vijay Duraipalam is a financial advisor at Auri with a Series 65 designation and experience beginning in 2025. Prior to joining Auri, he worked at Charles Schwab and several other companies across various industries. Auri is a Texas-registered investment adviser serving individual investors and small businesses with model portfolios mainly composed of ETFs and mutual funds. The firm emphasizes long-term strategic asset allocation and passive, diversified exposure, offering both discretionary and non-discretionary management alongside digital tools and financial planning support.

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among the portfolio best suited for each client's particular situation.

Jordan McFarland is a financial planner with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses as well as the CFP® designation. Jordan is also an Enrolled Agent, permitted to practice before the IRS, and focuses on tax planning for business owners and founders. SageSpring Wealth Partners manages approximately $8.5 billion in discretionary assets and serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based approach that incorporates asset allocation, ongoing monitoring, and both fundamental and technical analysis.

David Setia is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Dominion Wealth Management, Inc. for one year. Outside of his advisory work, he is involved in fitness-related activities including personal training and fitness center engagements in Frisco, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Minab Mulugheta is a financial advisor at Everglade Capital, LLC with a Series 65 credential and over a decade of professional experience. His work history includes roles at PricewaterhouseCoopers, Celanese, NRL Mortgage Servicing, and Union Home Mortgage. Everglade Capital provides discretionary and non-discretionary portfolio management and consulting services to high-net-worth individuals, families, trusts, foundations, charitable organizations, and business entities. The firm also offers estate, succession, tax coordination, and family governance planning, with investment strategies that include diversified portfolios and access to alternative investments when appropriate.