My name is Neil Krishnaswamy. I have long been intrigued by the challenge we face to live the most abundant life we can NOW while also building a secure foundation for the future. For over the past decade, I’ve sought answers by building and refining processes to help people allocate their resources in line with their goals and make better decisions. This journey has manifested into the formation of an independent financial planning and investment firm, called Krishna Wealth Planning. With a diverse background as both a technology professional and advisor for a wealth management firm, I utilize unique skills and a process-based approach to help manage the complexity of my clients’ financial lives. I identify the risks and trade-offs that need to be made while carefully executing the details of their financial and investment plans. I also seek to educate the broader public through writing, pro bono services, and interactions with the media. Krishna Wealth Planning has service offerings ideal for Gen X families along with Baby Boomers seeking retirement income planning. My core service offering is integrated financial planning accessed through a monthly subscription. The premium service offering includes both integrated financial planning and investment management. Please see the firm’s website for more details on services and pricing. You may also schedule a free discovery consultation to learn if these services are the right fit for you and your family. On a professional note: I became a CERTIFIED FINANCIAL PLANNER™ professional in 2014 and received my Retirement Income Certified Professional (RICP®) certification in 2016. In addition, I am an IRS Enrolled Agent (EA) and earned a B.S. degree in Electrical Engineering from Purdue University. On a personal note: I live in McKinney, Texas (North Dallas area) along with my lovely wife of 17 years, Pavi. I also playing tennis, practicing yoga and escaping into a good book. I am always grateful to spend time with my beautiful 11-year-old daughter Veda. I am a member various organizations including the XY Planning Network, NAPFA and the Global Financial Planning Institute.

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.

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.

Todd Frederick is a CFP® professional with 29 years of industry experience. He is the sole advisor at Stonecreek Private Wealth, LLC, where he has worked since 2022. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of his advisory work, he is a director and silent partner at a women’s kickboxing gym. StoneCreek Private Wealth provides discretionary investment management and financial planning services primarily to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, generally serving larger accounts with a $1 million minimum. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover mutual funds and ETFs, with a notable reliance on Dimensional Fund Advisors products.

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.

Wendell Brock is a financial advisor at Yield Financial Advisors in McKinney, TX, holding the ChFC® and Series 63 designations with 27 years of industry experience. He has been leading De Novo Strategy, Inc. since 2005. Outside of his advisory work, he serves as the executive director of CREED, a 501(c)(3) nonprofit organization. Yield Financial Advisors provides comprehensive, fee-based financial planning and consulting services to individuals, professionals, and small business owners. The firm follows a structured five-step engagement process and offers a wrap fee program along with affiliated insurance and tax advisory services.

Christopher Cardinal is a financial advisor with Cardinal Wealth Management LLC in McKinney, TX. He holds a Series 65 credential and has one year of experience with his current firm. Prior to his advisory role, he worked in behavioral health and nonprofit organizations. Cardinal Wealth Management provides investment advisory and comprehensive financial planning services to individuals, professionals, and small businesses. The firm utilizes model portfolios based on strategic asset allocation, combined with discretionary tactical decisions, focusing on long-term equity positions, selective international exposure, and laddered fixed-income allocations.

David Machemehl is a financial advisor at Asset Management Corporation with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Crispian Venture Capital, LLC from 2005 to 2017. Asset Management Corporation provides fee-based investment advisory and portfolio management services to individual investors, retirement and trust clients, and institutional accounts. The firm uses a top-down, asset allocation-driven approach focusing on large-cap stocks and bonds, managing nearly all assets on a non-discretionary basis with individualized trade execution.

Phillip Ristau is the principal of Ristau Capital, LLC, an independent advisory firm based in Frisco, TX. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including prior roles at Bank of America, Merrill Lynch, Fidelity Investments, and TIAA. Outside of his advisory work, he is employed part-time as a rural mail carrier. Ristau Capital provides investment management through separately managed accounts primarily for high-net-worth individuals. The firm employs a fundamental analysis-driven approach focused on concentrated equity strategies, including value-oriented, event-driven, and activist investments, and offers both discretionary and non-discretionary services.

Barron Gray II is the sole advisor at Gray Financial Planning LLC in McKinney, TX, holding CFP® and Series 66 credentials with 17 years of industry experience. He founded Gray Financial Planning in 2011. Outside of his advisory work, Mr. Gray owns and manages several short-term vacation rental properties and provides consulting services related to network and phone switch equipment. Gray Financial Planning LLC serves individuals, estates, trusts, and small businesses with financial planning and investment supervisory services. The firm operates primarily on a non-discretionary basis, applying Modern Portfolio Theory with a long-term, buy-and-hold approach using indexes and ETFs, and emphasizes client approval for trade execution.

Michael Smith is a Series 65-licensed financial advisor with two years of industry experience, currently operating as a sole proprietor under Smith, Michael, Glen. His background includes leadership roles in several private companies, including Redpeak Energy, Star of Texas Capital, Star of Liberty Capital, and Royal Gorge Entertainment. Smith, Michael, Glen provides non-discretionary investment advisory services and portfolio management primarily to high-net-worth individuals, foundations, endowments, trusts, qualified plans, and select institutional accounts. The firm emphasizes fundamental research and customized asset allocation, often recommending and overseeing third-party portfolio managers while maintaining an operational affiliation with an accounting firm specializing in taxation for high-net-worth clients.

John Gay is a CFP® with 23 years of experience in financial advising and has been the sole advisor at Frisco Financial Planning since 2004. He holds a Series 63 license and operates out of Frisco, TX. Frisco Financial Planning is an independent, SEC-registered advisory firm providing fee-for-service financial planning, investment advice, and discretionary asset management to individuals, businesses, and trustees. The firm manages approximately $131 million in discretionary assets across about 50 client accounts, emphasizing asset allocation through diversified portfolios primarily consisting of mutual funds and exchange-traded funds.

Steven Pierce is a financial advisor at Oakmont Financial Services, L.L.C. in McKinney, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Oakmont since its founding in 2002. Oakmont Financial Services provides discretionary separate-account portfolio management to individuals, trusts, small corporations, and retirement plans. The firm employs a combination of technical analysis and fundamental research with a buy-and-hold investment approach, incorporating risk management strategies such as asset allocation, stop losses, and option hedging.

Venu Vallabhaneni is a financial advisor at CapitalAlphabet with three years of industry experience. He holds a Series 65 designation and previously worked at Bank of America for 13 years. In addition to his advisory role, Vallabhaneni is a licensed real estate agent. CapitalAlphabet is an independent firm that provides discretionary portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charities, and business entities. The firm employs a fundamental, research-intensive approach with concentrated portfolios focused on long-term capital preservation and uses a broad range of investment instruments, including equities, fixed income, and derivatives.

Katherine Malone is a financial advisor at Malone Financial Planning LLC in McKinney, TX, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at Citrine Capital and Baylor Scott & White Health. Malone Financial Planning LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management and financial planning services. The firm employs a blend of fundamental and technical analysis, offers customizable portfolios including ESG options, and provides discretionary portfolio management alongside comprehensive planning services.

Michael Mc Erlane is a CFP® with six years of industry experience, currently serving as the sole advisor at Comprehensive Financial Planning for Doctors, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and related entities. Comprehensive Financial Planning for Doctors, LLC provides financial planning, discretionary investment management, income tax return preparation, and tax representation services primarily to physicians and medical professionals nationwide through virtual meetings. The firm emphasizes low-cost, passive investment strategies with tailored recommendations and offers public educational seminars and webinars on financial literacy.

Thomas Meade II is a CFP® professional and the sole advisor at La Vida Financial in Frisco, TX, with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Nationwide Mutual Insurance Co. He took a sabbatical year in 2024, during which he traveled. La Vida Financial is a fee-only advisory firm providing comprehensive financial planning to individuals and high-net-worth clients through ongoing and project-based engagements. The firm does not manage investments directly but focuses on delivering written financial plans and referrals, emphasizing asset allocation and Modern Portfolio Theory, with options for socially responsible investing upon client request.

You've experienced an unimaginable loss: the loss of a spouse, a marriage, or a loved one. You never handled the "money" side of things, and you're scared. Your estate planning or divorce attorney has helped you through the nuts and bolts, but now what? Molly Laughter, CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™ is passionate about helping women understand finances and answer this question. Molly has spent her professional career making complicated financial topics relatable and understandable. You don't have to know numbers to build a successful life or start again. Molly’s mission is to educate and empower the women she works with to live a life they love, with solid analysis and planning as a foundation for the future. She provides access to comprehensive financial planning and investment management.

Ashish Shah is the sole advisor at Shah Tax and Financial Planning in Frisco, TX, holding a Series 65 credential with seven years of industry experience. Prior to founding his firm in 2016, he worked at Hewlett Packard Enterprise for one year. Outside of investment advising, he operates a tax preparation and filing business. Shah Tax and Financial Planning offers investment management alongside financial planning and tax accounting services for pooled, institutional, and other clients. The firm employs a primarily passive, asset-allocation approach with non-discretionary account management and integrates tax-efficiency into its planning, providing clients with written or electronic plans and ongoing updates.