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.

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.

Joel Light is the sole advisor at Light Capital Management LLC in Colleyville, TX, holding a Series 65 designation with seven years of industry experience. He has managed Light Capital Management since 2018 and also operates Light Capital LLC, a personal investment entity for trading his own assets. Light Capital Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies, including the use of leverage, derivatives, and alternative investments, and offers both discretionary portfolio management and one-time financial plans tailored to clients’ risk tolerance and time horizons.

Jacob Millican is the sole advisor at 9M Investments, LLC, an independent firm based in Grapevine, TX. He holds Series 63, 65, and 66 licenses and has 14 years of industry experience, including prior work at TAG Employer Services. 9M Investments serves individuals, high-net-worth clients, charitable organizations, and businesses, including employer-sponsored defined contribution plans. The firm primarily uses passive investment management with index funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and offers services such as portfolio management, comprehensive financial planning, and defined contribution plan consulting.

Ryan Mc Lin is a CFP® and holds a Series 66 license with six years of industry experience. He is currently the sole advisor at Impact Wealth Group and has prior experience with Ameriprise Financial Services, Clearfork Wealth Management, and Lincoln Financial Advisors. Mc Lin serves as an unpaid board member for HopeKids, a nonprofit focused on fundraising and event coordination. Impact Wealth Group provides portfolio management and financial planning services to individual clients and facilitates employer-sponsored retirement plans through a third-party manager. The firm employs a combination of fundamental, technical, quantitative, and charting analysis with a long-term trading approach tailored to client goals and risk tolerance.

Sean started his financial services career in 2004 with the desire to help others achieve their financial goals. In a sales-driven culture, Sean strove to put his clients’ needs above his own, as evidenced by a decision, early in his career, to move to a fee-based model that has now become the industry model. Today, Sean remains passionate about helping guide his clients through what can often seem like a tidal wave of information - knowing that without an experienced advisor, this information can overwhelm investors of all ages, but especially those preparing for or in retirement. Sean walks alongside his clients every step of the way, to ensure that each one feels well-informed, supported, and confident in their financial decisions. Sean is a CERTIFIED FINANCIAL PLANNER TM, Qualified Kingdom Advisor TM. In addition to his certifications, he has been awarded the Five Star Wealth Manager award seven times. He also serves on the Business Advisory Council for Tarrant County College, a board member for Fellowship of Christian Athletes NE Tarrant County, and a Charter member of the Trophy Club Rotary Club. Sean is a proud graduate of Texas Christian University, where he earned a degree in Political Science. While at TCU, Sean was a member of the football team and attributes his strong work ethic and team-building mindset to his time as an athlete. Sean went on to earn his MBA with a concentration in Financial Planning from the University of Dallas. Outside of the office, Sean is an avid hunter and outdoorsmen. He can also often be found on the field, serving his community by coaching his children’s sports teams. Sean is a member of 121 Community Church and lives in Trophy Club, Texas, with his beautiful wife Kerry (TCU ’99) and their two children.

Ross Heath is a Series 65-licensed financial advisor based in Flower Mound, TX, currently serving as the sole advisor at AI Investor 360. He has been associated with SAS since 2014 and joined AI Investor 360 in 2025. AI Investor 360 is a state-registered investment manager specializing in discretionary portfolio management and custom model construction for pooled vehicles and institutional clients. The firm integrates traditional investment analysis with AI-based optimization techniques grounded in Modern Portfolio Theory to tailor portfolios toward specific objectives such as low volatility, dividend income, or high growth.

Peter Stranberg is a financial advisor at Stranberg Capital LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stranberg Capital since 1998. Stranberg Capital provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on accounts designed to supplement retirement income. The firm applies Modern Portfolio Theory alongside fundamental analysis to construct diversified portfolios, managing approximately fifty-five client relationships with an emphasis on retirement-focused investment objectives.

William Nolan is a financial advisor at Spar Wealth Management LLC in Trophy Club, TX, holding a Series 65 designation with seven years of industry experience. His prior work includes service in the United States Army and the NE Army National Guard. Spar Wealth Management serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, nonprofits, and business entities, providing discretionary investment management across various asset classes. The firm employs tailored portfolios with a focus on risk management, using derivative strategies such as options to hedge positions and control volatility.

Bradford Sylve is a CFP® professional with 30 years of experience in financial advising. He has been with DFW Wealthcare Advisors, LLC since 2017 and is also the owner of DFW Strategic College Funding Solutions, which offers college admission and financial aid planning. Additionally, he operates a CPA practice providing tax and accounting services and sells various insurance products. DFW Wealthcare Advisors is a fee-based financial planning and investment management firm serving individual clients and retirement plans. The firm employs fundamental analysis and Modern Portfolio Theory in portfolio construction, offers discretionary and non-discretionary management, and provides ERISA plan consulting with limited-scope 3(21) fiduciary advice.

Mark Stoecker is the principal advisor at Stoecker Financial, Inc. in Lantana, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in financial planning and insurance services through affiliated entities since 1991. Stoecker also operates On The Mark Money, Inc., which provides financial planning services and marketing support for his advisory firm. Stoecker Financial offers asset-allocation investment advisory and wealth management services to individuals, high-net-worth clients, trusts, and business entities. The firm uses a formula-driven, rules-based approach with institutional money managers and co-advisors, incorporating insurance products and educational resources as part of its offerings.

Duane Francis is the sole advisor at Francis Capital Management, Inc., an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having led his firm since 2005. Francis Capital Management provides investment and wealth management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary, customized portfolios using fundamental and technical analysis, focusing on long-term investments in individual equities, fixed-income securities, mutual funds, and ETFs.

Matthew Mckinney is a financial advisor at Arcon Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Arcon Wealth Management since 2007. In addition to his advisory role, he is active as a licensed insurance agent, focusing on non-variable insurance products. Arcon Wealth Management, operating as Impact Investments, provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes market efficiency and asset allocation, implementing long-term investment strategies across a range of asset classes while operating under discretionary trading authority with quarterly reviews.

Ryan Sawyer is the sole advisor at Sawyer Investment Management Company and holds the CFA® designation along with a Series 65 license. He has 12 years of industry experience and previously worked at Chapman Hext / White Rock Advisors and runs an accounting firm, Ryan A. Sawyer, CPA, PLLC. His accounting firm provides audit and business management services. Sawyer Investment Management Company is an independent, state-registered advisory firm serving individual investors with discretionary portfolio management. The firm emphasizes fundamental analysis, concentrating client assets primarily in publicly traded bank holding companies, and constructs tailored investment plans based on clients’ risk tolerance and goals.

Lucian Ioja is a financial advisor with Oris Wealth Designs LLC in Southlake, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. He has been with Oris Wealth Designs since 2020 and also maintains a role at Fountainhead Capital Management, LLC. Outside of investment management, he is a self-employed insurance broker licensed since 1998, focusing on long-term care, disability, life, and annuities insurance products. Oris Wealth Designs LLC provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm constructs portfolios based on client objectives and risk tolerance and offers standalone financial plans or plans bundled with advisory services.

Michael Kremer is a CFP® with 17 years of industry experience. He is the sole advisor at Therawealth, LLC and has prior experience at firms including Fidelity Investments, Strategic Advisers, Inc., and Eagle Strategies LLC/Nylife Securities LLC. He is also a licensed insurance agent involved in non-registered insurance products. Therawealth, LLC serves individual and high-net-worth clients by providing non-discretionary portfolio management, financial planning, and estate-planning services. The firm emphasizes a long-term trading orientation and employs various methods of analysis while requiring client approval for transactions.

Brandon Daniel is a financial advisor at Atai Capital Management LLC in Bedford, TX, holding a Series 65 designation with three years of industry experience. He has worked at several firms, including Tocqueville Asset Management and Breach Inlet Capital, and also has experience in academic roles at the University of Texas at Arlington and Coffeyville Community College. He conducts research on specific companies, industries, and trends as part of his activities outside the firm. Atai Capital Management LLC is an independent registered investment adviser with a single advisor managing approximately $580,000 for around ten clients. The firm provides discretionary asset management for individuals, institutions, and family offices using fundamental analysis and a long-term investment approach, with performance results advertised and performance-based fee arrangements available for qualified clients.

Yashar Samandarli is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Black Sea Investment Group and also holds an engineering management position at Pioneer Natural Resources. Additionally, he works as a real estate agent through HSTEX LLC. Black Sea Investment Group, established in 2023, provides portfolio management and financial planning services to individuals, families, high-net-worth clients, charitable organizations, trusts, and select corporate entities. The firm employs a research-driven approach focused on asset allocation, diversification, security selection, risk management, and regular portfolio reviews.