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.

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.

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.

Britton Taylor is a CFP® with nine years of industry experience and operates Taylor & Taylor Financial Services in Keller, TX. He has been associated with Taylor & Taylor Financial Services since 2000 and is also involved with the Church of God a Worldwide Association and the United Church of God. Additionally, he provides tax preparation services as a sole proprietor. Taylor & Taylor Financial Services offers comprehensive financial planning and investment advice primarily to individual pre-retirees and retirees, as well as corporations and trusts. The firm employs a detailed planning process to create individualized plans covering retirement, tax, estate, and risk management, and manages portfolios across various asset classes.

Steven Mitchell is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Main Street Financial Advisors in Justin, TX. He has been with Main Street Financial Advisors since 2004. Main Street Financial Advisors manages approximately $4.4 million for a select group of individual and trust clients, offering discretionary portfolio management, asset-allocation services, and comprehensive financial planning. The firm employs a research-driven, value-oriented investment approach, focusing on a concentrated portfolio of individual securities and various income strategies, with client accounts held exclusively at Interactive Brokers.

Matthew Wehling is the principal of Wehling Investment Management in North Richland Hills, TX. He holds a Series 65 designation and has experience with the Federal Aviation Administration and the United States Marine Corps. Wehling also maintains ongoing graduate studies in financial management. Wehling Investment Management provides portfolio management and financial planning services to individuals and trusts, applying fundamental analysis and a mix of long- and short-term trading within a strategic asset allocation framework. The firm operates with discretionary authority under written client agreements and executes trades through a recommended institutional brokerage platform, while clients retain custody of their assets.

Jarrod Warren is a financial advisor with Integrity Financial Group in Fort Worth, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at OneAmerica Securities, American United Life, and Northwestern Mutual, where he held various positions from 2007 to 2020. Outside of advisory work, he is also licensed as an insurance agent for non-variable insurance products in Texas. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.

Brandon Booth is a financial advisor at TruAdvisors Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Elevated Capital Advisors, LLC. Outside of advising, he serves on the board of managers for CyberneticEntertainment, LLC, a software publishing company, and owns The Diamond Source, a business supplying and exchanging diamonds and precious gems. TruAdvisors Financial, LLC is a small registered investment adviser managing approximately $100 million for around 164 clients, including individuals, corporations, pension plans, and foundations. The firm offers personalized portfolio management and financial planning, utilizing fundamental, technical, and cyclical analysis and incorporating derivatives strategies such as options contracts within managed accounts.

Peyton Bruce is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining AspenRidge, he worked at Ameriprise Financial Services and has teaching experience at Abilene Christian University and Grapevine Faith Christian School. Outside of his advisory role, he owns New Day Bars, a business that makes and sells breakfast bars. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategies, constructing diversified portfolios using a range of investment vehicles, and is notable for managing approximately $335 million with a four-advisor team.

Robert Mehciz is a financial advisor with RHM Capital Management, Inc. in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at MBR Capital Management, Inc. since 2010. RHM Capital Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, and certain business entities. The firm uses multiple methods of analysis and a range of investment strategies, offering individualized advice, financial planning, and discretionary management through ETFs, mutual funds, stocks, and bonds.

Katherine Nolte is a financial advisor at Holland Investment Management, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Tamp Advisory Solutions, Pride Financial Advisors, and Trinity Portfolio Advisors. Outside of her advisory role, she is involved in insurance sales and serves on a community cemetery board. Holland Investment Management offers fee-based, full-discretion portfolio management, pension and 401(k) consulting, and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a Global Macro top-down allocation process across multiple asset classes and manages portfolios exclusively through its own wrap-fee program.

Eric Mc Mahan is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Integrity Financial Group in Fort Worth, TX. His prior roles include positions at OneAmerica Securities and Waddell & Reed, Inc. He also works as an independent insurance agent specializing in fixed life and fixed annuities. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, offering advisory services through the AssetMark platform.

Tyler Wright is a CFP® with six years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Bluegrass Legacy Planning, Triad Advisors LLC, Charles Schwab, and Edward Jones. Wright spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including investment management, compliance, and practice management. The firm offers advisors discretion to construct client portfolios from diverse securities and insurance products, supported by an in-house Investment Management and Research team that manages model portfolios through a structured due diligence process.

Robert Gabhart is a financial advisor at Commonwealth Financial Network with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Edward Jones and Bluegrass Legacy Group. Outside of advising, he is the founder and chair of the F3 Alliance Foundation, a nonprofit focused on promoting healthy living and developing local community leaders, and he is an author of multiple books. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers advisors access to diverse investment products and discretionary model portfolios managed by its Investment Management and Research team.

Marmar Binley is a financial advisor at KM Capital Management, Ltd. with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity Investments since 2012. Outside of his advisory role, he is an independent consultant distributing skincare products for Rodan & Fields and Olive Tree People. KM Capital Management serves primarily high-net-worth individuals, offering discretionary and non-discretionary portfolio management alongside concierge administrative services. The firm focuses on wealth preservation and risk management through diversified, cost-efficient investment strategies and provides sub-advisory services to a private investment fund.

Joe Fletcher is a financial advisor with New Century Partners–The No-Load Group, Inc. He holds a Series 65 designation and has 16 years of industry experience. Fletcher has been with New Century Partners since 1995 and also operates Fletcher Tax Service, which he has managed since 1972. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with a focus on risk-appropriate asset allocation and integrated tax planning through its affiliation with a practicing CPA.

Nicholas Godfrey is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at Ameriprise and Fidelity Investments. Godfrey is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term portfolio construction using diversified holdings, including mutual funds, ETFs, individual securities, and alternative investments.

Matthew Ward is a financial advisor at New Century Partners – The No-Load Group, Inc. in Fort Worth, TX. He holds a Series 65 designation and has seven years of industry experience, including two years at CSAA Insurance Group prior to joining his current firm in 2018. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, operates on a fee-only basis, and integrates tax planning through an affiliation with a certified public accountant.

Ana Sullivan is a financial advisor at Aspenridge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Ameriprise and Mark L. Byars & Associates. Aspenridge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and a long-term investment approach, constructing diversified portfolios using low-cost mutual funds, ETFs, individual securities, and alternative investments.