Robert Jones is a financial advisor at Deerwood Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at SFMG Wealth Advisors and Fxcm prior to joining Deerwood Capital in 2017. Since 2021, he has also been an independent insurance agent. Deerwood Capital provides portfolio management and retirement-plan level services to individuals, trusts, businesses, and pension plans. The firm customizes strategies employing fundamental, technical, and cyclical analysis with a focus on low-cost, passive allocations utilizing equity and fixed-income ETFs.

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.

Dhiren Xavier is the sole advisor at Serendib Capital Management LLC, an independent firm based in Coppell, TX. He holds Series 65 and Series 66 licenses and has nine years of industry experience, including prior work at Edward Jones. In addition to his financial advisory work, he maintains a project-based technology consulting practice. Serendib Capital Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $6.1 million across a small client base, employing a range of strategies including derivatives, margin trading, and options writing, with portfolio management grounded in fundamental, technical, charting, and cyclical analysis.

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.

Michael Bollinger is a CFP® with eight years of industry experience and is the sole advisor at Bollinger Wealth Management LLC in Plano, TX. He has worked at IHS Markit and has led his current firm since 2018. Bollinger Wealth Management provides portfolio management, financial planning, and personal tax return preparation services to individual and high-net-worth clients. The firm combines fundamental, quantitative, and technical analysis methods, managing all assets in-house with a range of strategies including options, margin, short sales, private placements, and venture capital.

Clair Crossland is the principal and sole advisor of LFS RIA, LLC in Dallas, TX, with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been with LFS RIA since 2010, as well as with Lifetime Financial Strategies since 1987. His activities include serving as an expert witness in lawsuits related to fixed insurance products and involvement as a passive partner in family farming ventures. LFS RIA, LLC is an independent Registered Investment Adviser providing wealth and income planning, financial planning, and portfolio management to individuals, families, pension and profit-sharing plans, trusts, estates, and small businesses. The firm combines low-risk, moderate-risk, and growth-oriented investments through an asset-allocation approach informed by efficient-frontier principles, integrating commissionable insurance and banking products alongside traditional investment offerings.

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.

Michael Domingo is a CFP® professional with 23 years of experience in financial advising. He is the sole advisor at Cadence Financial Advisors, LLC, an independent firm based in Allen, TX. His career includes over 20 years with Cadence Financial Advisors and a brief tenure at Farther Finance Advisors, LLC. Cadence Financial Advisors provides wealth management, financial planning, and limited-scope investment consulting to individual and high-net-worth clients. The firm employs a long-term investment approach primarily focused on institutional mutual funds, ETFs, and individual securities, tailoring portfolios to clients' objectives and risk tolerance while maintaining ongoing monitoring and due diligence.

Joel Light is the sole advisor at Light Capital Management LLC in Colleyville, TX, holding a Series 65 designation with seven years of industry experience. He has managed Light Capital Management since 2018 and also operates Light Capital LLC, a personal investment entity for trading his own assets. Light Capital Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies, including the use of leverage, derivatives, and alternative investments, and offers both discretionary portfolio management and one-time financial plans tailored to clients’ risk tolerance and time horizons.

Robert Badali is the principal of MONUMENT Retirement & Wealth Advisory, LLC in Allen, TX, with 11 years of industry experience. He has been with MONUMENT Retirement & Wealth Advisory since 2006 and also serves as president and insurance agent at Monument Insurance & Financial Services, Inc., where he dedicates a significant portion of his time. MONUMENT Retirement & Wealth Advisory provides fee-based financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates, and acts as a solicitor for third-party money managers. The firm’s investment approach incorporates documented client objectives and risk tolerances, using fundamental, technical, and cyclical analysis, with portfolios managed directly or through reviewed sub-advisors and third-party managers.

Jacob Millican is the sole advisor at 9M Investments, LLC, an independent firm based in Grapevine, TX. He holds Series 63, 65, and 66 licenses and has 14 years of industry experience. Prior to founding 9M Investments in 2017, he worked at TAG Employer Services for one year. 9M Investments serves individuals, high-net-worth clients, charitable organizations, and businesses, including employer-sponsored defined contribution plans. The firm primarily uses passive investment management with index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and offers comprehensive financial planning and plan management services.

Nikitas Koumoundouros is a financial advisor with Komons Financial LLC in Carrollton, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to founding Komons Financial in 2019, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2013 to 2019. Outside of finance, he is involved in breeding Labrador retriever puppies and serves as an American Kennel Club retriever field trial judge. He also holds leadership and alumni roles in nonprofit organizations including BNI Central Business and the Delta Sigma Phi Alumni Control Board. Komons Financial LLC is an independent firm serving clients with personalized financial advice and investment strategies tailored to individual needs.

Jane Macadams is the sole advisor at Mac Adams Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 designations with 17 years of industry experience. She has led her independent firm since 2008. Mac Adams Wealth Advisors, LLC provides personalized financial planning, portfolio and asset management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers retirement plan consulting, estate-planning advice, and ongoing oversight of annuity subaccounts, sponsoring two Asset Management Programs and utilizing a broad investment toolkit with a fiduciary standard.

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.

Sean started his financial services career in 2004 with the desire to help others achieve their financial goals. In a sales-driven culture, Sean strove to put his clients’ needs above his own, as evidenced by a decision, early in his career, to move to a fee-based model that has now become the industry model. Today, Sean remains passionate about helping guide his clients through what can often seem like a tidal wave of information - knowing that without an experienced advisor, this information can overwhelm investors of all ages, but especially those preparing for or in retirement. Sean walks alongside his clients every step of the way, to ensure that each one feels well-informed, supported, and confident in their financial decisions. Sean is a CERTIFIED FINANCIAL PLANNER TM, Qualified Kingdom Advisor TM. In addition to his certifications, he has been awarded the Five Star Wealth Manager award seven times. He also serves on the Business Advisory Council for Tarrant County College, a board member for Fellowship of Christian Athletes NE Tarrant County, and a Charter member of the Trophy Club Rotary Club. Sean is a proud graduate of Texas Christian University, where he earned a degree in Political Science. While at TCU, Sean was a member of the football team and attributes his strong work ethic and team-building mindset to his time as an athlete. Sean went on to earn his MBA with a concentration in Financial Planning from the University of Dallas. Outside of the office, Sean is an avid hunter and outdoorsmen. He can also often be found on the field, serving his community by coaching his children’s sports teams. Sean is a member of 121 Community Church and lives in Trophy Club, Texas, with his beautiful wife Kerry (TCU ’99) and their two children.

Chad Johnson is a CFP® and Series 65-licensed advisor with seven years of industry experience. He has served as the principal of Spartan Wealth Solutions LLC since 2018 and has a concurrent role at Arconic since 2016. Outside of advisory services, he operates Spartan Tax Solutions LLC, a tax return preparation business serving individuals and small businesses. Spartan Wealth Solutions LLC offers fee-only financial planning and advisory services to individuals, high-net-worth clients, and small businesses, emphasizing retirement, investment, and tax planning. The firm uses a long-term, buy-and-hold approach with diversified asset allocation and provides both ongoing and fee-based financial coaching and business consulting.

Glenn Bishop is a CFP® professional with 23 years of industry experience. He has operated GA Bishop and Associates, LLC since 2001. GA Bishop and Associates provides fee-only, as-needed financial planning and investment advisory services to individuals and families without minimum account or income requirements. The firm emphasizes fundamental, long-term buy-and-hold investment strategies using a non-discretionary, hourly or retainer-based advisory model.

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.

David Gunderson is a financial advisor at US Freedom Capital Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Tobin & Company Securities LLC and Corsair Ventures, where he oversees real estate development activities. Gunderson is also a founding partner of Power Cord Energy LLC, an electricity brokerage. US Freedom Capital Advisors LLC provides investment advice and portfolio management primarily to pooled investment vehicles and individuals investing through EB-5 funds, focusing on U.S. real estate, healthcare, and EB-5–related projects. The firm employs a fundamental analysis approach and offers discretionary management with multiple fee arrangements.