Walter Nelson

Jordan Salim is a financial advisor at 3:23 Financial Services LLC in Richardson, TX. He holds the ChFC® designation and has prior experience at Pinnacle Family Office from 2019 to 2025. In addition to his advisory role, he works part-time as an analyst at Patmos Capital Partners. 3:23 Financial Services is an independent firm serving individuals, high-net-worth clients, trusts, and estates, managing approximately $1.5 million across 18 client relationships. The firm provides financial planning through a quarterly subscription model and offers discretionary portfolio management and alternative asset due diligence tailored to each client’s goals and risk tolerance.

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.

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.

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.