Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among the portfolio best suited for each client's particular situation.

Evan Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Prairie, TX. He holds a Series 66 designation and has over a decade of experience, including ten years managing Mitchell's Furniture and Mattress City before joining Bankers Life and its affiliates in 2024. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Robert Baird & Co. since 2002. Outside of advising, he is involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a broad investment toolkit and an open-architecture platform, managing over $1.1 billion in client assets as of December 31, 2025.

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

I began in this industry in 2010 in the aftermath of the financial crisis, working in a largely transactional, commission-based role during my first year. My employer at the time focused heavily on investments and placed little emphasis on financial advice. My following employer was fee-based - favoring the AUM business model - and focused much more on financial planning. At face value, this was a great change for me. However, as my career progressed and I learned more about our industry, my feelings on the AUM business model began to evolve. Over time, I became disenchanted with the notion that an advisor should be entitled to a cut of a client’s portfolio. It also began to dawn on me that – in this industry – most employers would value me based on how much money I brought in each year, and not necessarily on how much I was helping my clients. This ultimately is what led me to breakaway, become fully independent, and establish Fair Asset Management. I am a CERTIFIED FINANCIAL PLANNER® professional. Back in 2010 when I got my start, this was considered the “gold standard” credential of the financial planning profession. This designation - while important & valuable - represents minimum, baseline knowledge, and serves as a starting point to furthering your expertise through continuing education. I went on to become a Certified Private Wealth Advisor® professional. The CPWA® curriculum focuses on serving the needs of clients with a minimum net worth of $5 million and goes far deeper than the CFP® into areas like high-net-worth estate planning strategies, and planning for corporate executives. My experience as a CPWA® professional uniquely qualifies me to develop specific strategies to minimize taxes, monetize & protect assets, maximize growth, and transfer wealth. I then became admitted to practice before the Internal Revenue Service as an Enrolled Agent (EA). Enrolled Agent status is the highest credential the IRS awards. As taxes are intertwined with virtually every aspect of financial planning, having such a broad base of knowledge & expertise allows me to help clients navigate an ever-changing tax landscape. Enrolled Agents, like tax attorneys & CPAs, are unrestricted as to what types of tax matters they can handle. In addition to the above credentials, I am also a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®).

Jian Kong is a financial advisor with Amerina International Capital Management LLC in Dallas, TX, holding a Series 65 credential and 14 years of industry experience. He previously worked at Alphabetwise Capital LLC for one year and has managed Amerina since its founding in 2012. Amerina International Capital Management LLC provides discretionary investment supervisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in managing portfolios primarily composed of equities, bonds, fixed income, ETFs, and REITs, with an international research focus supported by a collaboration with Fine Assets Investments Limited.

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

David Weber is a financial advisor with Uniplan Financial Investments Inc. in Dallas, TX, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Ameritas Life Insurance Corp and Ameritas Investment Corp and has been involved in the financial services industry since 1986 as owner and president of Uniplan Financial Services, Inc. He serves as treasurer of the Dallas Association of Health Underwriters. Uniplan Financial Investments provides financial planning and consulting primarily to individual and high-net-worth clients, referring assets to third-party money managers. The firm offers customized advice based on documented investment objectives and conducts ongoing reviews without exercising discretionary trading authority over client accounts.

James Browne is the sole advisor at Coleman River Capital LLC in Dallas, TX, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Coleman River Capital since its founding in 2003. Coleman River Capital LLC provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, trusts, estates, charitable organizations, foundations, corporations, and partnerships. The firm manages separately managed accounts and serves as general partner and manager for private pooled vehicles, employing a combination of technical and fundamental analysis across concentrated long and short U.S. equity portfolios, exchange-traded funds, and listed options, using both long-term and short-term trading strategies.

Austin Taylor is a CFA® charterholder and holds a Series 63 license with eight years of industry experience. He has been the sole advisor at Bow Stream Investments LLC since 2015. Bow Stream Investments LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and managed investment pools. The firm focuses on fundamental and economic analysis, specializing in microcap U.S. common stocks with concentrated core portfolios, and employs a variety of strategies including options and leverage for qualified accounts.

Collin Lafollette is a financial advisor at Bent Tree Trust Advisors, LLC with 22 years of industry experience. He holds a Series 63 designation and has worked with Bent Tree Trust Advisors since 2018. Outside of his advisory role, Lafollette is a partner and investor in KDL Medical Inc., a non-investment-related business. Bent Tree Trust Advisors is a single-adviser independent firm serving individual clients with financial planning, investment advisory, and portfolio oversight services, integrating insurance and annuity solutions alongside advisory work.

Raju Gadiraju is an independent financial advisor operating as a sole proprietor in Plano, TX, with 11 years of industry experience and Series 63 and 65 licenses. He has been self-employed since 2004 and is also licensed as an insurance agent, providing individual and group insurance benefits. His insurance work is separate from his advisory services. His firm delivers personalized investment advisory services to individuals, retirement plans, trusts, estates, and business entities. It emphasizes non-discretionary portfolio management using fundamental and technical analysis, serving a small client base with accounts managed through an independent custodian.

Robert Brooks is the principal of Prudent Money Financial Services in Addison, TX, with 34 years of industry experience. He has operated Rp Brooks Financial, Inc. since 2000 and holds a Series 63 designation. Outside of advisory work, he is also an author of a book titled *Deceptive Money*. Prudent Money Financial Services provides fee-based money management and personal financial planning primarily to individual investors, as well as institutional clients such as pension and profit-sharing plans. The firm uses a contrarian, actively managed approach with strategic and tactical asset allocation, offering diversified portfolios tailored to clients' risk profiles.

Gregory Jardine is the sole advisor at Jardine Financial Group in Richardson, TX, holding Series 63 and Series 66 designations with 21 years of industry experience. He has led Jardine Financial Group since 2015. The firm provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, using both quantitative and qualitative analysis combined with modern portfolio theory to implement client-specific investment strategies.

Daniel Tarsha is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He has worked at TexWealth since 2024 and previously was with Strata Wealth Advisors, LLC from 2018 to 2024 and Fidelity Charitable from 2016 to 2018. TexWealth is an independent registered investment adviser serving individuals and high-net-worth clients with tailored portfolio management and planning services. The firm integrates modern portfolio theory, fundamental and technical analysis, and primarily uses long-term trading strategies across various securities, implementing client-specific investment policy statements through discretionary management.

Ryan Ammon is a Certified Financial Planner™ (CFP®) with 13 years of industry experience, currently serving as the sole advisor at Double Eagle Wealth Management LLC in Dallas, TX. Prior to founding Double Eagle Wealth Management in 2024, he spent 12 years at Edward Jones. He is also a licensed insurance agent offering fixed insurance products. Double Eagle Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, nonprofit organizations, and corporate entities. The firm utilizes a mix of separately managed accounts, ETFs, alternative investments, and integrated tax services, serving a client base that includes corporate clients and pension plans.

Ross Pauley is a CFP® professional with 25 years of experience in financial advising. He is the principal of Capital Achievements, LLC in Dallas, TX, where he has worked since 2017. Prior to that, he operated Pauley Financial Services, Inc. for over two decades and was involved with Now's the Time - Move Forward, LLC from 2022 to 2024. Capital Achievements provides investment management and financial planning services to individuals, families, and trusts, managing over $154 million in client assets. The firm focuses on active asset management, comprehensive planning, and offers both discretionary and non-discretionary account management, with a client base that is relatively small compared to its asset size.

John Mckeel is a financial advisor at Mckeel Capital Management in Flower Mound, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Mckeel Capital Management since 2009. Mckeel Capital Management is a fee-only, independent investment adviser serving individuals, including high-net-worth clients, as well as corporate and business entities. The firm offers financial planning, consulting, and portfolio management, implementing customized investment policies with a focus on both third-party managers and a variety of securities, typically managing client assets on a discretionary or non-discretionary basis.

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. Prior to founding Serendib Capital Management in 2020, he worked at Edward Jones for three years. In addition to his advisory role, he provides technology-based consulting on a project basis. Serendib Capital Management offers discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $6.1 million. The firm employs a range of investment strategies, including derivatives and margin trading, and conducts quarterly portfolio reviews with rebalancing and tax-loss harvesting when appropriate.

Braxton Comer II is a CFP® professional with 24 years of experience in the financial industry. He is the sole advisor at Bragg Comer Financial Advisors, LLC, an independent firm he has been with since 2014. Bragg Comer Financial Advisors, LLC provides fee-only investment management services primarily to individuals, trusts, and estates, focusing on clients managing retirement plans or already retired. The firm generally pursues long-term purchase strategies, taking into account risk tolerance, tax implications, and retirement planning.