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.

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.

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.

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.

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 the sole advisor at Red Tree Investments with 22 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at MDX Wealth Management. Outside of his advisory role, Allison owns Texas Investment Training LLC, which provides training to Texas municipalities on public funds investment regulations and related topics. Red Tree Investments offers fee-based advisory and portfolio management services to individuals and various institutional clients, including retirement plans and local governments. The firm employs a long-term, value-oriented investment approach focused on U.S. equities, REITs, and ETFs, and provides pension consulting and municipal services, including fiduciary roles under ERISA, within a single-advisor structure.

Dale Mcmullen Jr. is a CFP® with 25 years of industry experience and has been the sole advisor at Financial Advantage since 2003. He holds Series 63 and Series 65 securities registrations. Financial Advantage serves individual clients by providing financial planning and investment advice, including retirement, college, and insurance planning, alongside ongoing portfolio management. The firm emphasizes diversification through mutual funds and ETFs, uses a primarily non-discretionary model, and maintains a small client roster with a focus on individualized account oversight.

Mark Stoecker is the principal advisor at Stoecker Financial, Inc. in Lantana, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in financial planning and insurance services through affiliated entities since 1991. Stoecker also operates On The Mark Money, Inc., which provides financial planning services and marketing support for his advisory firm. Stoecker Financial offers asset-allocation investment advisory and wealth management services to individuals, high-net-worth clients, trusts, and business entities. The firm uses a formula-driven, rules-based approach with institutional money managers and co-advisors, incorporating insurance products and educational resources as part of its offerings.

Duane Francis is the sole advisor at Francis Capital Management, Inc., an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having led his firm since 2005. Francis Capital Management provides investment and wealth management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary, customized portfolios using fundamental and technical analysis, focusing on long-term investments in individual equities, fixed-income securities, mutual funds, and ETFs.

Emory Hoover is the sole advisor at Hoover Capital Management, LLC, an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, having founded the firm in 2015. Hoover Capital Management provides asset management and investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and institutional clients. The firm employs a Global Value Opportunities strategy that integrates quantitative screening with fundamental analysis and offers institutional portfolio management alongside typical individual and trust services.

Wheeler Pulliam is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He is the principal at Xponify, Inc., an independent firm, and has prior experience with Cetera and Edward Jones. He is also an independent insurance agent. Xponify, Inc. provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, using a modern portfolio theory approach and preparing written Investment Policy Statements for each client. The firm manages portfolios of mutual funds, fixed income, equities, ETFs, and insurance products, and offers fixed-fee financial planning engagements.

Quinn Sowell is a CFP® with 20 years of experience in financial advising and has operated P38 Enterprises, Inc. in Denton, TX since 2002. He also prepares tax returns and represents clients before the IRS as part of his work at P38 Enterprises. P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term buy-and-hold investment approach with fundamental analysis and strategic asset allocation, while also offering tax preparation, IRS representation, and insurance services.

Murtaza Shahbazker is a CFA® charterholder and principal of Astute Consulting, LLC, an independent advisory firm based in Flower Mound, TX. He has experience in financial training and consultancy through roles at Astute Consultancy FZ-LLC and Kaplan Professional Middle East, among others. Outside his advisory role, he is involved in financial training and consultancy activities. Astute Consulting, LLC provides discretionary portfolio management to individual and high-net-worth clients, creating customized portfolios based on documented client goals, time horizon, and risk tolerance. The firm’s investment approach relies primarily on technical analysis and implements strategies largely through exchange-traded funds and actively traded portfolios, with daily account monitoring and trade-level client notifications.

Justin Thomas is a financial advisor at Frontline Wealth Management in Denton, TX. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he has worked as a police officer with the City of Denton Police Department since 2012. Frontline Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a blend of fundamental, technical, cyclical, and Modern Portfolio Theory approaches, combining both passive and active investment vehicles, and routinely selects independent outside managers while maintaining overall oversight.

Jill Taylor Gordon is the sole advisor at Taylor Financial Consulting in Lantana, TX, holding a Series 63 designation and bringing 24 years of industry experience. She has led her firm since 1996 and also serves as CEO of two separate businesses: a home construction and remodeling company and a dealer in gold and silver coins and bullion. Taylor Financial Consulting provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm emphasizes fundamental security analysis and a combination of short- and long-term investments, managing client accounts on a non-discretionary basis and utilizing third-party tools from Buckingham Strategic Partners for asset allocation, reporting, and rebalancing services.

Jonathon Oden is a financial advisor at AESOP ADVISOR, LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He has been with AESOP ADVISOR since 2019 and also maintains a professional role as a certified music therapist and educator through Oden Music Therapy. AESOP ADVISOR serves individual investors with fee-only portfolio management and financial planning, primarily using exchange-traded funds. The firm employs a long-term, passive investment approach with broad diversification and accommodates client-specific constraints, while providing educational publications and client webinars.

Damon Wykrent is a CFP® professional with 20 years of industry experience and operates as the sole advisor at Wykrent, Damon, an independent firm based in Flower Mound, TX. Since 2009, he has also maintained a consulting and expert witness practice unrelated to investment advisory services. Wykrent, Damon manages approximately $21.3 million across 21 client relationships, serving individuals, trusts, estates, and charitable organizations. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing broad diversification through mutual funds and ETFs, and offers both discretionary and non-discretionary management along with comprehensive financial planning services.

Kyle Eaton is a CFP® with 17 years of industry experience and is the sole advisor at Hedgefield Wealth Management in Denton, TX. He previously worked at Rench Wealth Management from 2012 to 2018 before joining Hedgefield Wealth Management. Eaton is also the founder and president of Counterbalance Divorce Solutions, a consulting service that provides financial planning support to women going through divorce. Hedgefield Wealth Management offers wealth management, financial planning, and consulting services to individual clients, combining asset management with comprehensive financial plans and Investment Policy Statements. The firm employs a mix of fundamental analysis, modern portfolio theory, technical approaches, and model portfolio strategies, managing diversified portfolios that may include derivatives and held-away accounts.

Morton Taylor is a financial advisor at FireHorse Strategic Investing, LLC with four years of industry experience. He holds a Series 65 designation and has worked concurrently at American Airlines since 1999. FireHorse Strategic Investing is a single-advisor registered investment adviser that manages discretionary portfolios for individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers tailored investment strategies involving equities, fixed income, ETFs, and select non-U.S. investments.