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.

Carlos Lopez is the sole advisor at Two Pillars Asset Management in Frisco, TX. He holds Series 63, 65, and 66 designations and has 13 years of industry experience. His prior roles include positions at CWM Advisors, LLC d/b/a Inspire and Creative Financial Designs, Inc. Two Pillars Asset Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, ERISA retirement plans, and charitable organizations. The firm employs a process that combines quantitative and fundamental analysis, modern-portfolio theory, and faith-based screening to align investments with client values, and offers specialized services such as ERISA pension consulting and model-portfolio licensing.

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.

Robert Brooks is a financial advisor with Prudent Money Financial Services in Addison, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 12 years and has operated Rp Brooks Financial, Inc. since 2000. Brooks is also an author, selling a book through his own publishing business. Prudent Money Financial Services provides fee-based investment management and personal financial planning primarily for individuals, as well as pension and profit-sharing plans, trusts, estates, and institutional clients. The firm employs an actively managed, contrarian investment approach using strategic and tactical asset allocation, trend analysis, and diversification, and offers public education through a radio program, seminars, and a nonprofit foundation.

Charles Fox is a financial advisor at Avenue Retirement Services with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Avenue Retirement Services since 2012. Avenue Retirement Services provides financial planning, investment consultation, and ongoing supervisory services for individuals, trusts, estates, and businesses. The firm employs an active asset-management approach that incorporates multiple analytical methods and offers educational workshops on retirement strategies, college funding, and estate planning.

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.

Robert Jones is a financial advisor at Deerwood Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at SFMG Wealth Advisors and Fxcm. Since 2021, he has also been an independent insurance agent. Deerwood Capital, LLC is a state-registered independent adviser serving individuals, trusts, businesses, and pension and profit-sharing plans. The firm uses fundamental, technical, and cyclical analysis to build low-cost, diversified portfolios primarily with ETFs, employing strategies such as dollar-cost averaging and tax-loss harvesting. Deerwood manages assets both discretionary and non-discretionary, leveraging sub-advisory relationships and the Betterment for Advisors platform. The firm is notable for its inclusion of pension consulting and pension/profit-sharing plan clients.

Rakaan Kayali is a CFA® charterholder and holds a Series 65 license. He is the sole advisor at Halal Alpha, where he has worked since 2025. His prior experience includes roles at Practical Finance and Bashar and Fadia's Financing Co. before transitioning into investment management. Halal Alpha is an investment manager specializing in pooled vehicles and institutional accounts, offering discretionary portfolio management, tailored financial planning, and a subscription securities-rating service. The firm employs a values-based investment approach focused on equities and non-U.S. securities consistent with halal principles, combining fundamental and quantitative analysis with a long-term trading orientation.

Russell Wallace is a financial advisor at Boggs Wallace Wealth Partners LLC with five years of industry experience. He holds a Series 65 designation and has worked in accounting and healthcare management, serving as CFO of Altius Healthcare Management LLC. His background also includes operating an accounting practice alongside his advisory role. Boggs Wallace Wealth Partners LLC provides discretionary portfolio management and integrated financial planning services to individuals, including both high-net-worth and non-HNW clients, without an account minimum. The firm’s investment approach combines charting, fundamental and technical analysis, and modern portfolio theory, utilizing a range of securities including mutual funds, equities, ETFs, fixed income, and private placements.

Richard Omobogie is a CFP® professional with 15 years of industry experience, currently serving as the owner and sole advisor at Zuwa Financial LLC since 2016. Prior to founding Zuwa Financial, he worked at TIAA-CREF Individual & Institutional Services, LLC for one year. He is also the owner and CEO of Zuwa Tax Consulting LLC, dedicating half of his time to this concurrent accounting and tax practice. Zuwa Financial LLC provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm typically uses passive, asset-allocation strategies with index funds and ETFs, working primarily on a non-discretionary basis and integrating tax planning through the advisor’s concurrent accounting practice.

Leonid Murashkovskiy is the principal and sole advisor at Prime Sentry Wealth Management LLC. He holds a Series 65 credential and has over a decade of experience as a licensed attorney and real estate broker operating separate business entities. Murashkovskiy also serves on the board of directors for the Dallas International Academy, a nonprofit organization. Prime Sentry Wealth Management LLC is a fee-only registered investment adviser that provides discretionary and non-discretionary portfolio management primarily for pooled vehicles and institutional clients. The firm applies Modern Portfolio Theory and longer-term strategies using mutual funds and exchange-traded funds, with portfolio management tailored to client objectives and risk tolerance.

Steven Bloch is a CFP® with 18 years of industry experience. He is the sole advisor at Bloch Private Wealth, LLC, where he has worked since 2017 following a 12-year tenure at MHB Financial Group, LLC. Outside of investment advisory services, Bloch is involved in tax compliance and consulting as part of his business activities. Bloch Private Wealth provides comprehensive wealth management services to individuals, trusts, and retirement plans, including tax compliance, financial planning, estate and retirement planning, insurance review, and discretionary investment advisory services. The firm manages assets through tiered Managed Account Programs that utilize proprietary model portfolios and third-party managers, with an emphasis on asset allocation and ETF strategies supported by fundamental and technical analysis.

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.

Michael Allison is a financial advisor with Red Tree Investments in Denton, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Prior to joining Red Tree Investments in 2022, he worked at MDX Wealth Management for six years. He is also the owner and instructor of Texas Investment Training LLC, which provides training to Texas municipalities on the Public Funds Investment Act and related regulations. Red Tree Investments is an independent registered investment adviser serving individuals and institutional clients, including retirement plans, trusts, and local government entities. The firm employs a long-term, value-oriented investment approach focused on U.S. equities, publicly traded REITs, and ETFs, and offers pension consulting and fiduciary services for qualified plans.

Mekkos Jones is a financial advisor at Noblehouse Family Office, LLC in Plano, TX, holding a Series 65 designation with over a decade of experience in the investment industry. His prior roles include positions at Catalyst Capital LLC, Fidelity Investments, Charles Schwab, and PFS Investments. Noblehouse Wealth Advisors provides investment management, multi-family-office coordination, and comprehensive financial planning services to high-net-worth and ultra-high-net-worth clients, business owners, and qualified retirement plans. The firm employs a core-satellite investment approach that combines public and private market strategies with tax-aware techniques, integrating planning and portfolio decisions with outside professionals through ongoing engagements and periodic reviews.

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.

Richard Greenfield is a CFP®-certified financial advisor with 34 years of industry experience. He is the president of RJG Financial, an independent registered investment adviser based in Dallas, TX. Prior to founding RJG Financial in 2018, he worked at Osaic Wealth, Inc. and SagePoint Financial. RJG Financial serves individuals, trusts, estates, and retirement and corporate accounts, managing approximately $50 million across nearly 60 client relationships. The firm offers balanced portfolio management using mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with a long-term investment approach.

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.

Pranay Laharia is a CFA® charterholder with seven years of industry experience, currently serving at Barrow Hanley Global Investors since 2013. He holds a Series 63 license and is based in Dallas, TX. Barrow Hanley Global Investors primarily manages pooled and institutional assets, offering discretionary and non-discretionary portfolio management across global and U.S. equity and fixed-income strategies. The firm serves a diverse client base including investment companies, pension plans, insurance companies, and charitable organizations, employing a research-driven, bottom-up long-term value investment approach that integrates ESG factors into its fundamental analysis.

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.