Jeffrey Steiner

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.

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.

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.

Dhiren Xavier is the sole advisor at Serendib Capital Management LLC in Coppell, TX, holding Series 65 and Series 66 licenses with nine years of industry experience. He previously worked at Edward Jones from 2017 to 2020 and has operated as a sole proprietor providing technology-based consulting services alongside his advisory work. Serendib Capital Management offers discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $6.1 million for a small client roster, employing a range of strategies including derivatives, margin trading, and options writing, with quarterly portfolio reviews and tax-loss harvesting when appropriate.

Richard Omobogie is a CFP® professional with 15 years of industry experience, currently serving as the owner and sole advisor at Zuwa Financial LLC since 2016. Prior to founding Zuwa Financial, he worked at TIAA-CREF Individual & Institutional Services, LLC for one year. He is also the owner and CEO of Zuwa Tax Consulting LLC, dedicating half of his time to this concurrent accounting and tax practice. Zuwa Financial LLC provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm typically uses passive, asset-allocation strategies with index funds and ETFs, working primarily on a non-discretionary basis and integrating tax planning through the advisor’s concurrent accounting practice.

Kevin Freeman is the sole advisor at Freeman Global Investment Counsel in Keller, TX. He holds the CFA® designation, Series 63 and 65 licenses, and has 21 years of industry experience. He has operated Cross Consulting and Services, LLC since 2004. Freeman serves on the board of directors for Galectin Therapeutics, a publicly held company, and provides consulting to major financial services companies on the nature and future potential of their businesses. Freeman Global Investment Counsel offers portfolio management and investment supervisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes global equities and employs a combination of charting, fundamental, technical, and cyclical analysis, managing client assets directly without outsourcing to third-party managers.