Michael James Putnam

Raju Gadiraju is an independent financial advisor operating as a sole proprietor in Plano, TX, with 11 years of industry experience and Series 63 and 65 licenses. He has been self-employed since 2004 and is also licensed as an insurance agent, providing individual and group insurance benefits. His insurance work is separate from his advisory services. His firm delivers personalized investment advisory services to individuals, retirement plans, trusts, estates, and business entities. It emphasizes non-discretionary portfolio management using fundamental and technical analysis, serving a small client base with accounts managed through an independent custodian.

Gregory Jardine is the sole advisor at Jardine Financial Group in Richardson, TX, holding Series 63 and Series 66 designations with 21 years of industry experience. He has led Jardine Financial Group since 2015. The firm provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, using both quantitative and qualitative analysis combined with modern portfolio theory to implement client-specific investment strategies.

Daniel Tarsha is a CFP® with 16 years of experience in the financial industry. He is currently the sole advisor at TexWealth, an independent registered investment adviser, and has previously worked at Strata Wealth Advisors, Fidelity Charitable, and Osaic FA. TexWealth provides ongoing portfolio management and planning services to individuals and high-net-worth clients, emphasizing tailored investment plans documented in Investment Policy Statements. The firm combines modern portfolio theory, fundamental, and technical analysis primarily through long-term investments in ETFs, mutual funds, equities, REITs, and Treasury inflation-protected securities.

Braxton Comer II is a CFP® professional with 25 years of experience in the financial industry. He is the principal advisor at Bragg Comer Financial Advisors, LLC, an independent firm he founded in 2014. Prior to establishing his own firm, Comer worked at SSN Advisory, Inc., Cambridge Investment Research Advisors, and FSC Securities Corporation. Bragg Comer Financial Advisors, LLC provides fee-only investment management services primarily to individuals, trusts, and estates, focusing on retirement plan management and retired clients. The firm employs a long-term purchase strategy tailored to client objectives, risk tolerance, and tax considerations, with Charles Schwab serving as the sole custodian.

Michael Bollinger is a CFP® with eight years of industry experience and is the sole advisor at Bollinger Wealth Management LLC in Plano, TX. He has worked at IHS Markit and has led his current firm since 2018. Bollinger Wealth Management provides portfolio management, financial planning, and personal tax return preparation services to individual and high-net-worth clients. The firm combines fundamental, quantitative, and technical analysis methods, managing all assets in-house with a range of strategies including options, margin, short sales, private placements, and venture capital.

William Kell is a financial advisor at Abbington Wells LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has led Abbington Wells since its founding in 2011. Abbington Wells is an independent advisory firm serving individuals, corporate, trust, and institutional clients with portfolio management and comprehensive financial planning. The firm employs an asset-allocation approach combining passive and active strategies, using technical, fundamental, and quantitative modeling in portfolio construction and management.