Rezaul Kazi

Collin Lafollette is a financial advisor at Bent Tree Trust Advisors, LLC in Richardson, TX, with 21 years of industry experience. He holds a Series 63 designation and has worked at Bent Tree Trust Advisors since 2018. Outside of his advisory role, he is a partner and investor in KDL Medical Inc. Bent Tree Trust Advisors serves individual and high-net-worth clients with financial planning, consulting, and referral-based investment supervisory services. The firm uses a long-term, buy-and-hold investment approach based on Fama–French principles and relies on third-party sub-advisors for portfolio management.

Raju Gadiraju is the sole advisor at his independent firm in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a self-employed financial advisor since 2004. In addition to his advisory work, he is also a licensed insurance agent, providing individual and group insurance benefits. His firm offers continuous investment advisory services and portfolio construction for individuals, retirement plans, trusts, and business entities. The firm manages approximately $14.1 million across 28 client accounts, employing both fundamental and technical analysis with a focus on discounted cash-flow and intrinsic-value stock selection, and typically manages client assets on a non-discretionary basis.

Gregory Jardine is the sole advisor at Jardine Financial Group, an independent registered investment adviser based in Richardson, TX. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Jardine has led his firm since its founding in 2015. Jardine Financial Group provides discretionary asset management and financial planning primarily for individuals, including high-net-worth clients. The firm employs a combined quantitative and qualitative investment process based on modern portfolio theory and manages client accounts on a discretionary basis with documented Investment Policy Statements.

Daniel Tarsha is a CFP® with 15 years of experience in financial advising. He currently leads TexWealth, an independent firm, and previously worked at Strata Wealth Advisors, Fidelity Charitable, Northern Lights Distributors, and Balter Liquid Alternatives. TexWealth provides portfolio management and personalized financial planning for individual and high-net-worth clients, using a combination of charting, fundamental analysis, and modern portfolio theory to guide long-term trading and asset allocation. The firm manages discretionary portfolios across a variety of asset classes and employs planning projections to align client risk levels with their objectives.

Hello there! I'm Kirk, a proud retired Air Force Officer with 25 years of service, where I had the thrill of being a test pilot, a Squadron Commander, and a Vice Wing Commander. I'm lucky to have an amazing family – a loving wife of more than 25 years, a wonderful stepdaughter, two fantastic sons, and a cherished granddaughter. After a year and a half of retirement, I found myself itching for a new challenge. Boredom pushed me back into the workforce, where I was able to continue my passion for helping others as a financial advisor at Vanguard. During my time there, I gained valuable experience and completed my Certificate of Financial Planning. My own journey includes successfully saving for retirement, living off those savings, and navigating the difficult world of planning for and paying for college. Since 2006, I've been a residential real estate investor, and I've delved deep into the realm of trusts, with a focus on revocable and charitable remainder trusts. I founded High Flight Financial to serve veterans and the military community with the same dedication and precision I brought to my military career. My mission is to provide comprehensive financial planning, not just investment advice. I offer advice-only services. I do not manage your assets for a fee, nor do I charge an ongoing retainer fee. I will also never collect a commission for anything I recommend. I will help you develop a full financial plan upfront and then support you as you decide on an hourly basis. Typically, this involves semi-annual meetings, but its completely up to you! When I'm not immersed in financial planning, you can find me attending various events of my children, staying up-to-date on financial topics or cheering on my favorite football team! I work virtually with clients, expanding my reach and keeping your costs low. If you are interested in finally putting your finances on a roadmap, developing a checklist to financial freedom, or just need a vector check, I have your six. If you are ready to change your financial future today, lets connect!

Braxton Comer II is a CFP® professional with 24 years of experience in the financial industry. He is the sole advisor at Bragg Comer Financial Advisors, LLC, an independent firm he has been with since 2014. Bragg Comer Financial Advisors, LLC provides fee-only investment management services primarily to individuals, trusts, and estates, focusing on clients managing retirement plans or already retired. The firm generally pursues long-term purchase strategies, taking into account risk tolerance, tax implications, and retirement planning.