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.

Joseph Rugger is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Tooth & Coin Wealth and has a background that includes roles at Bridge to Wealth LLC, Aquire Wealth Advisors, and accounting positions with a focus on dental practices. Rugger also serves as Accounting Director at Vanhorn Accounting, where he supervises accounting managers and handles back-end accounting for dental clients. Tooth & Coin Wealth is an independent advisory firm managing approximately $22.3 million for around 54 clients, including individuals and some high-net-worth clients. The firm offers discretionary portfolio management and financial planning services using a primarily passive, asset-allocation-driven approach, complemented by educational seminars and pension consulting for employer retirement plans.

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.

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.

Adib Motiwala is the principal advisor at Motiwala Capital in Irving, TX, holding a Series 65 designation with 14 years of industry experience. His prior roles include positions at Citigroup, Orange People, Deloitte Consulting LLP, and several other firms. Outside of his advisory work, he is a full-time program manager for software delivery teams at Citigroup. Motiwala Capital provides discretionary investment management and financial planning to private individuals, high-net-worth clients, and small businesses. The firm employs a bottom-up value approach for U.S. capital appreciation and offers specialized strategies including Japan-focused and Shariah-compliant portfolios.

Christopher Phillips is a financial advisor with Frontstage Financial LLC in Lewisville, TX. He holds a Series 66 designation and has four years of industry experience, including roles at MML Investors Services, Guardian Life Insurance Company, Goldman Sachs, and Fidelity Investments. Frontstage Financial LLC provides wealth management and financial planning services to individuals and high net worth clients. The firm offers both discretionary and non-discretionary investment management using mutual funds, ETFs, individual securities, and retirement accounts, with a fiduciary approach that emphasizes fundamental analysis and long-term investment horizons.

Dominic Dougherty is a CFP® professional with six years of industry experience. He is the sole advisor at Advising for Life, LLC in Irving, TX. Prior to founding his independent firm, he worked at Northwestern Mutual Investment Services and TD Ameritrade. Advising for Life, LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach incorporates Modern Portfolio Theory alongside fundamental and technical analysis, focusing on long-term, diversified portfolios primarily composed of low-cost ETFs.

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.

Dale Mcmullen is a CFP® professional with 24 years of experience in financial advising. He has been with Financial Advantage since 2003, where he is the sole advisor. Financial Advantage serves individual clients by providing financial planning and investment advice, including retirement, college, and insurance planning, along with ongoing portfolio management. The firm emphasizes diversification through mutual funds and ETFs, uses Morningstar for fund monitoring, and maintains a primarily non-discretionary operating model that involves clients directly in trade approvals and proxy voting.

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.

Gary Dennis is the sole advisor at GWD Capital Management, LLC in Coppell, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. He previously worked at First Research Financial for 24 years before founding his current firm in 2020. Outside of his advisory role, he has ownership interests in several related investment and holding companies. GWD Capital Management provides investment management and financial planning services to individual and high-net-worth clients, as well as business entities including corporations, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis, offering discretionary and non-discretionary account management and may coordinate with third-party managers when appropriate.