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.

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.

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.

Thomas Barber is a financial advisor at Relic Wealth Management LLC in Ponder, TX, holding a Series 65 designation with no prior industry experience. His background includes clinical pharmacy roles at Denton State Supported Living Center and Trusted Medical, where he provided drug regimen reviews for patients. Relic Wealth Management LLC offers asset management, financial planning, and retirement plan consulting to individual investors, trusts, corporations, and employee benefit plans. The firm employs a range of analytical methods and investment strategies, including discretionary portfolio management and performance-based fee arrangements for qualified clients.

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.

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.

Benjamin Bigler is a CFP® with 20 years of industry experience. He currently serves at AspenRidge Wealth Advisors and previously worked at Ameriprise for 20 years. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. 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 a range of asset types and offering customized asset allocations with ongoing monitoring and reporting.

Troy Larson is a financial advisor at ClearPath Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ClearPath Capital Partners since 1998. Mr. Larson is also a member of ClearPath Opportunities Fund, LLC, a pooled investment vehicle formed in 2021, in which he spends a minimal amount of time. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations, endowments, and donor-advised funds. The firm employs a research-intensive, tactical asset allocation approach and sponsors private funds focused on later-stage technology and technology-enabled companies.

Ross Richmond is a financial advisor at Relic Wealth Management LLC with seven years of industry experience. He previously worked at Bank of America, Merrill Lynch, and Edward Jones. Outside of finance, Richmond owns Oceanside Cleaning LLC, a service and maintenance business. Relic Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employee benefit plans. The firm employs a tailored investment approach using various analytical methods and offers discretionary portfolio management that includes a broad range of securities and alternative investments.

Jean Keener is a Certified Financial Planner (CFP®) with 17 years of experience, currently serving at Keener Financial Planning since 2008. She holds the Series 65 designation and acts as Vice President of the board of GPN Alliance, Inc., which owns the Garrett Planning Network, LLC. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans, focusing on retirement planning through modular financial planning and investment management. The firm employs a long-term, cost-aware investment approach, primarily using low-cost index mutual funds and ETFs, and offers fee-only services via hourly, flat-fee, or retainer arrangements.

Morgan Moore is a financial advisor at Keener Financial Planning in Keller, Texas, holding a Series 65 credential with two years of industry experience. His career includes roles at several firms, including Storehouse Financial and Legacy Private Wealth Advisors, as well as experience at Brigham Young University-Idaho. Moore has also worked outside finance in various positions, including at Spark Walmart and Subway. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans by providing modular financial planning and investment management services. The firm emphasizes retirement planning and uses a long-term, cost-aware investment approach focused on low-cost index funds and ETFs, employing fee-only arrangements based on hourly, flat-fee, and retainer models.

Stephen Ropes is a financial advisor at Keener Financial Planning in Keller, TX, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience in various roles outside the financial industry, including positions in education and service industries. Keener Financial Planning advises individuals, trusts, small businesses, and occasional retirement plans, focusing on modular financial planning and investment management. The firm uses a long-term, cost-aware investment approach centered on low-cost index funds and ETFs, offering flexible fee arrangements such as hourly, flat fees, and retainers rather than percentage-of-assets charges.