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.

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.

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.

Jordan McFarland is a financial planner with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses as well as the CFP® designation. Jordan is also an Enrolled Agent, permitted to practice before the IRS, and focuses on tax planning for business owners and founders. SageSpring Wealth Partners manages approximately $8.5 billion in discretionary assets and serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based approach that incorporates asset allocation, ongoing monitoring, and both fundamental and technical analysis.

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.

Minab Mulugheta is a financial advisor at Everglade Capital, LLC in Frisco, TX, holding a Series 65 designation with several years of experience across financial services and corporate roles. His previous positions include work at SagePoint Capital Partners LLC, Union Home Mortgage, Celanese, NRL Mortgage Servicing, and PricewaterhouseCoopers. Everglade Capital is an independent registered investment adviser serving high-net-worth individuals, families, trusts, foundations, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management alongside a range of planning services, including estate, succession, tax coordination, and family governance, with a focus on diversified portfolios and selective use of alternative investments.

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.

Theo Halbardier is a CFP® certificant with seven years of industry experience. He is currently the sole advisor at The Financial Sciences Company, LLC, an independent firm he joined in 2025. His prior work includes roles at Sealy Investment Securities, Ashford Securities, and Bank of America, among others. The Financial Sciences Company, LLC is a newly formed, state-registered investment adviser that plans to serve a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a tailored investment process combining fundamental, macroeconomic, technical, and quantitative analysis, and offers services such as portfolio management, financial planning, retirement-plan consulting, and educational seminars.

Carlos Lopez Jr. is the sole advisor at Two Pillars Asset Management in Frisco, TX, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at the firm since 2019, following two years at CWM Advisors, LLC d/b/a Inspire. Two Pillars Asset Management is an independent registered investment adviser serving individuals, high-net-worth clients, ERISA plans, and charitable organizations. The firm combines faith-based investing with quantitative and fundamental analysis, providing discretionary portfolio management, financial and estate planning coordination, and model portfolio services.

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.

Joseph Rugger is the sole advisor at Bridge to Wealth LLC in Corinth, TX. He holds a Series 65 designation and has six years of industry experience. Prior to founding Bridge to Wealth, he worked with Aquire Wealth Advisors and has maintained a CPA accounting practice specializing in dental practice accounting and tax services. Bridge to Wealth LLC serves individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a Modern Portfolio Theory-based approach with primarily passive investment management, offering diversified portfolios tailored to client needs, along with retirement-plan consulting and educational seminars.

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.

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 in Frisco, TX, holding a Series 65 designation with 8 years of industry experience. He joined Deerwood Capital in 2017 after a year at SFMG Wealth Advisors. Jones is also an independent insurance agent since 2021. Deerwood Capital provides portfolio management and retirement-plan services to individuals, trusts, businesses, and pension plans, using a combination of fundamental, technical, and cyclical analysis with primarily low-cost, passive allocations. The firm offers both discretionary and non-discretionary management and is notable for its focus on retirement plan consulting and implementation.

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.

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.

Russell Wallace is a financial advisor at Boggs Wallace Wealth Partners LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He also serves as the CFO of Altius Healthcare Management LLC and operates an accounting practice. Boggs Wallace Wealth Partners LLC offers discretionary portfolio management and integrated financial planning services for individual clients, including both high-net-worth and non-HNW accounts, with no minimum account size. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and technical analysis to implement long- and short-term investment strategies across diverse asset classes.

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.

Richard Omobogie is a CFP® professional with 16 years of industry experience. He has been the owner and principal advisor at Zuwa Financial LLC since 2016. In addition to his advisory role, he serves as 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 business clients. The firm uses primarily passive, asset-allocation strategies and integrates its tax consulting expertise to support coordinated tax planning alongside investment management.