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. He previously worked at Edward Jones for three years and operates a technology consulting business outside of his advisory practice. Serendib Capital Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages about $6.1 million across a small client base, employing a range of strategies including derivatives, margin trading, and options writing, with personalized portfolio management and financial planning offered on an hourly basis.

Braxton Comer II is a CFP® professional with 25 years of experience in the financial industry. He is the principal advisor at Bragg Comer Financial Advisors, LLC, an independent firm he founded in 2014. Prior to establishing his own firm, Comer worked at SSN Advisory, Inc., Cambridge Investment Research Advisors, and FSC Securities Corporation. Bragg Comer Financial Advisors, LLC provides fee-only investment management services primarily to individuals, trusts, and estates, focusing on retirement plan management and retired clients. The firm employs a long-term purchase strategy tailored to client objectives, risk tolerance, and tax considerations, with Charles Schwab serving as the sole custodian.

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.

William Kell is a financial advisor at Abbington Wells LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has led Abbington Wells since its founding in 2011. Abbington Wells is an independent advisory firm serving individuals, corporate, trust, and institutional clients with portfolio management and comprehensive financial planning. The firm employs an asset-allocation approach combining passive and active strategies, using technical, fundamental, and quantitative modeling in portfolio construction and management.

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.

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.

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.

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.

Krishna Velaga is a financial advisor at Velaga Advisors with a Series 65 credential and two years of industry experience. He previously worked at Texas Instruments for 28 years. Outside of his advisory role, he is involved in several business activities related to land ownership through multiple LLCs. Velaga Advisors serves individual and high-net-worth families by providing discretionary portfolio management, financial planning, and tax-aware strategies. The firm manages approximately $32 million for a limited client base, combining in-house portfolio construction with institution-style, complex sub-advisor strategies under its direct oversight.

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® professional with 18 years of industry experience. He has led Bloch Private Wealth, LLC since 2017 and previously worked at MHB Financial Group, LLC for 12 years. His other business activities include tax compliance and consulting alongside financial planning. Bloch Private Wealth, LLC is an independent registered investment adviser serving individual and high-net-worth clients and trusts. The firm provides comprehensive wealth management with a focus on tax compliance, written financial planning, and discretionary investment management using ETF-heavy strategies and proprietary model portfolios.

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.

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to founding Crescent Investment Solutions in 2024, he worked at Microsoft in various roles, including as a Digital Technology Specialist. Crescent Investment Solutions LLC is an independent advisory firm that provides portfolio management services primarily to individual clients. The firm uses a combination of investment strategies and manages portfolios with discretionary authority, emphasizing tailored investment policy statements and risk tolerance documentation.

Mekkos Jones is a financial advisor at Noblehouse Family Office, LLC, holding a Series 65 designation. He has experience with Catalyst Capital LLC, Fidelity Investments, Charles Schwab, and PFS Investments. Jones also maintains an active role as a licensed insurance agent. Noblehouse Family Office, LLC provides comprehensive wealth management and family-office coordination to high-net-worth individuals, families, and business owners. The firm offers investment advisory, holistic financial planning, estate and tax coordination, private market access, and specialized pension consulting, applying a core-satellite investment approach that includes both public and alternative assets.

Joshua Hutt is a financial advisor at Artair Financial with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Principal Financial Network and Charles Schwab. Outside of advising, he is involved in the sales and service of fixed insurance products. Artair Financial is a registered investment adviser that provides portfolio management, financial planning, and insurance product sales to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and technical analysis with a range of investment strategies and integrates advisory services with insurance brokerage activities.

Nolan Kopkin is the sole advisor at Kopkin Capital Management, LLC in Allen, Texas. He holds a Series 65 designation and has four years of industry experience. Kopkin has managed his firm since 2021 and maintains an academic appointment with the University of Wisconsin System, where he has been involved since 2013. Kopkin Capital Management, LLC is a discretionary investment manager serving pooled vehicles, institutional accounts, individual investors, trusts, and pension plans. The firm employs a momentum-focused, concentrated investment approach, typically holding 4–20 securities selected by a proprietary methodology and emphasizing frequent trading with short- to medium-term holding periods.

Enrique Eulloqui is a financial advisor with Momentum Financial Planning LLC, holding Series 63 and Series 66 credentials and two years of industry experience. He has worked at various firms including Osaic Wealth Inc. and Fidelity Investments. Eulloqui also assists with securities-related business as a wealth planner and advisor at Longhorn Wealth Management Group. Momentum Financial Planning LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm combines passive and active investment strategies based on modern portfolio theory and offers both project-based financial planning and ongoing portfolio management.