Katie Brewer is a CFP® professional with 19 years of experience in financial planning and investment advisory services. She has been with Your Richest Life, LLC since 2014, where she serves as one of two advisors. The firm provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans and their participants. Your Richest Life emphasizes a passive, asset-allocation approach using index mutual funds and ETFs, offering services such as ongoing monitoring, participant education, and fiduciary retirement plan consulting.

Daniel Harvey is the sole advisor at DH Asset Management, LLC, an independent firm based in Parker, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 11 years at Patronus Advisors before founding his current firm in 2019. DH Asset Management provides discretionary asset management services to individuals, families, and trusts, focusing on asset allocation as the primary driver of performance. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions and manages portfolios through mutual funds, ETFs, individual equities, and bonds.

Barron Gray II is the sole advisor at Gray Financial Planning LLC in McKinney, TX, holding CFP® and Series 66 credentials with 17 years of industry experience. He founded Gray Financial Planning in 2011. Outside of his advisory work, Mr. Gray owns and manages several short-term vacation rental properties and provides consulting services related to network and phone switch equipment. Gray Financial Planning LLC serves individuals, estates, trusts, and small businesses with financial planning and investment supervisory services. The firm operates primarily on a non-discretionary basis, applying Modern Portfolio Theory with a long-term, buy-and-hold approach using indexes and ETFs, and emphasizes client approval for trade execution.

Michael Smith is a financial advisor at Smith, Michael, Glen with a Series 65 designation and two years of industry experience. He operates as a sole proprietor and has held various roles in investment and energy-related companies since 2011. Smith, Michael, Glen provides non-discretionary investment advisory services and portfolio management to high-net-worth individuals, foundations, endowments, trusts, qualified plans, and selected institutional accounts. The firm emphasizes fundamental research, tailored asset allocation, and due diligence on third-party portfolio managers, maintaining an operational affiliation with an accounting firm specializing in taxation for high-net-worth clients.

What led you to your position at your firm? I have been focused on FIRE (financial independence, retire early) goals since college. At age 36, I was able to quit a high-paying hedge fund job to pursue my dream of starting this business. This wasn’t an accident, but part of a long-term financial plan I crafted for myself. Now, I am able to share my passion and help others pursue and achieve their dreams. What makes you different from other advisors? I am different from other advisors in that I offer a white glove, high touch model. While other advisors may serve as many as 100 to 200 clients each, I intend to serve no more than 20 clients exceptionally well. What minimum assets do you require? For investment-only clients, we require minimum assets under management of $300,000. I charge a 1.0% investment management fee for the active strategy and a 0.7% investment management fee for the passive strategy. For clients with more than $1 million of assets under management, we offer financial planning services at no additional charge. Due to capacity limitations, we will only be able to accept a few more financial planning clients. Once we reach capacity, we will no longer be able to accept new financial planning clients. What makes your investment process unique? Inspired by Warren Buffett’s investing style, I believe I can add substantial value to our clients through active management and superior stock selection. Having two decades of investment experience working at multiple hedge funds with exposure to both equities and fixed income, I have learned from the best. With all of my own net worth invested alongside my clients in the same strategies, my interests are aligned with yours as this cook eats his own cooking.

Billy Briggs is a financial advisor with Clear and Simple Financial Group LLC in Allen, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at USAA Investment Management Company and related USAA entities, spanning from 2011 to 2020. Outside of his advisory work, Briggs is a self-employed musician since 1995. Clear and Simple Financial Group LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a range of analytical methods and focusing on long-term trading and cash-flow portfolio construction. The firm operates with a small client base and incorporates an active insurance practice, with Briggs licensed to recommend insurance and annuity products.

Hammad Moon is a CFA® charterholder and the sole advisor at Ihsan Wealth. He has varied professional experience, including roles at PepsiCo, Inc., Copart, and Magnus Investments. He is also involved with 64bits LLC, an ongoing business venture. Ihsan Wealth provides discretionary, automated portfolio management for individual investors, trusts, and IRAs through a digital platform. The firm’s portfolios adhere to Islamic investment principles using rules-based screens and consist of strategic asset-allocation models with ETFs, employing a long-term, programmatic approach.

Katherine Malone is a financial advisor at Malone Financial Planning LLC in McKinney, TX, holding a Series 65 designation and bringing three years of industry experience. Her work history includes roles at Citrine Capital and Baylor Scott & White Health prior to founding her independent firm. Malone Financial Planning LLC offers fee-only investment management and financial planning services to individual and high-net-worth clients, focusing on personalized investment policies that incorporate both passive and active strategies along with options for socially responsible investing. The firm operates as a boutique practice, providing discretionary portfolio oversight and a range of planning services without account minimums.

Mengting Xia is the sole advisor at NorStar Financial of Plano, LLC, holding a Series 65 designation and possessing seven years of industry experience. Xia has been with NorStar Financial since 2018 and was self-employed in the financial sector from 2010 to 2018. NorStar Financial of Plano is a fee-only investment adviser serving individual households and families with customized financial planning and portfolio management. The firm employs a combination of modern portfolio theory, fundamental and top-down analysis, and strategic and tactical asset allocation, with regular portfolio reviews and client communications.

Bob Knode is the President and Founder of Knode Wealth Management, bringing over two decades of comprehensive financial planning experience to clients throughout Texas and beyond. A 2004 graduate of Texas Tech University with a Bachelor of Science degree in Personal Financial Planning, Bob has built his practice on a foundation of technical expertise and Catholic values-based investing principles. As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and an Enrolled Agent (EA), Bob offers a unique combination of investment management and tax planning expertise. His dual credentials allow him to create highly customized financial strategies while also providing advanced tax preparation services and representing clients directly with the IRS on tax matters. Bob specializes in serving executives, small business owners, retirees, and Catholic families who seek financial guidance aligned with their faith and values. His areas of expertise include: -Executive benefits planning and optimization -Comprehensive tax planning and preparation -Catholic values-based investment strategies -Retirement planning and wealth management -Small business financial planning

Nathaniel Gardner is a financial advisor at Prime Personal Finance in Wylie, TX, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked at Wayfair for five years and NetScout for seven years, with a professional background in computer science and software engineering. Prime Personal Finance offers financial planning, ongoing review, and education tailored to individuals and households through monthly virtual meetings and regular communication. The firm emphasizes fixed-income securities and mutual funds with established track records, adjusts asset allocation based on client goals and risk tolerance, and operates on a fixed monthly fee without commission or performance-based compensation.

Connor Castellano is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Castellano Wealth Planning in Plano, TX. His background includes roles at Arnold Castellano & Associates and The Prudential Insurance Company of America. He is also licensed as an insurance agent and operates a sole proprietorship offering insurance services. Castellano Wealth Planning provides discretionary asset management and financial planning services primarily to individual clients and retirement plans. The firm focuses on long-term, diversified investment strategies using low-cost index funds and ETFs, with additional services such as direct indexing and tax-loss harvesting available to eligible clients.

Hey! I'm Allen, founder of 7 Saturdays Financial. I'm a CFA Charterholder, CFP® professional, and proud recipient of Wealthtender's Voice of the Client award in 2025. Our team specializes in helping pre-retirees and retirees make the most of their "7 Saturdays a week". We're known for expertise in areas like retirement income planning, strategic tax planning, and tax-smart investment management. We currently serve ~35 families nationwide for their wealth management needs and operate exclusively on a flat-fee model. If you have questions like: - Will I be okay in retirement? - How much can I safely spend? - When should I claim Social Security? - How do I minimize my lifetime tax bill? - How should I structure my investments for this next phase? Then you might be a good fit for our firm. The first step is to learn about our Retirement Roadmap™ - a complimentary, three-step process to help potential clients make an informed decision about 7 Saturdays Financial or any other firm you may consider hiring. To learn more, click the "contact" button, or visit Your Retirement Roadmap dot com. And be sure to check our ⭐⭐⭐⭐⭐ reviews at Wealthtender. I look forward to meeting you!

William Wilson is the principal of Wilson Investment Advisory Services, LLC, an independent registered investment adviser based in Plano, Texas. He holds the CFA® designation and Series 63 license and has 41 years of industry experience. Wilson has worked with Lincoln Investment Planning, Inc. and Capital Analysts, LLC, in addition to managing his own advisory firm since 2005. Outside of advising, he is a licensed insurance agent involved in the sale of life insurance and fixed annuities and volunteers with the Dallas chapter of Better Investing, assisting in educational programs. Wilson Investment Advisory Services serves individual clients with personalized investment planning and portfolio management, offering both discretionary and non-discretionary services. The firm bases its portfolios on fundamental analysis and Morningstar analytics, primarily recommending mutual funds and ETFs, and combines related household accounts for fee determination. The managing principal is also a licensed CPA who provides tax preparation services separately from the advisory business.

Wissam Bilal is a financial advisor with Tigris Consulting LLC in Allen, TX, holding a Series 65 designation and bringing nine years of industry experience. He has been with Tigris Consulting since 2015 and previously worked at the Special Tribunal for Lebanon from 2010 to 2021. Tigris Consulting LLC provides discretionary and non-discretionary portfolio management and advisory services to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term buy-and-hold investment approach supported by various analytical methods and offers services such as retirement account management, estate-planning assistance, and advisory coverage for held-away employer-sponsored accounts.

Zeta Russell is a CFP® with 24 years of industry experience and is the principal advisor at Tuggle & Russell, L.L.C., an independent firm based in Richardson, TX. She has been with Tuggle & Russell since 2003 and previously worked at Advisory Solutions Group. Outside of advisory work, she is involved in licensed insurance sales focused on annuities and life and health insurance. Tuggle & Russell, L.L.C. provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, and estates. The firm emphasizes income generation through interest, dividends, royalties, and covered-call strategies, and also offers tax preparation and educational presentations.

Ralph Ujano Jr. is a CFP® professional with 28 years of industry experience. He is the sole advisor at The Ujano Advisory Group LLC, an independent firm he has led since 2017. Prior to founding his firm, he worked elsewhere for one year. The Ujano Advisory Group LLC provides comprehensive wealth management and life-planning services to individuals, families, trusts, estates, charitable organizations, and employer retirement plans. The firm employs evidence-based portfolio construction and offers pension consulting and retirement-plan support, combining discretionary portfolio management with tax-aware planning and multigenerational legacy strategies.

I’m Shar-Né Warren, CFP®, CRPC®, the “excavator” behind Financial Excavation! You could say I’ve always been passionate about helping build more and achieve more. As a former interior design student, I wanted to help people build beautiful homes – and now I get to help them build beautiful lives. My financial story began early at 11 years old, when I witnessed our family lose our house just weeks before Christmas. I still remember the confusion, the stress, the pain, and the worry I felt and saw. From that young age, I’ve had a calling to be a positive difference maker in the lives of others. With over 15 years of experience in financial services, I’ve learned that the journey to financial well-being doesn’t happen overnight. It requires leaving your comfort zone, and it’s more challenging alone. I wanted to create Financial Excavation to help real people, imperfect people, who dream big and sometimes play small…until now! You know where you want to go, you just may not know how to get there. Financial Excavation isn’t another “by-the-numbers” firm. Our approach is more spiritually grounded. Inspired by Bible verse, Jeremiah 1:10, we’re here to help you tear down old beliefs and rebuild a rooted financial life. We know that taking that first step towards digging deep into past beliefs, clearing old patterns, and building a strong financial foundation isn’t easy. But together, we’ve got this! We are committed to helping YOU build the best financial future you can and uncover the beautiful treasure and life that you’ve always desired. Whether you are a new wealth individual, pre-retiree, in transition, or a person of color, we meet you where you are and guide you where you need to go. And we do it with a sprinkle of fun – yes, fun! – in the process.

Brian Jones is the founder of Jones Capital Advisors, LLC, an independent firm based in Murphy, Texas. He holds Series 63, 65, and 66 licenses and has 19 years of industry experience, leading his firm since 2011. In addition to advisory services, he is licensed to sell life insurance in Texas, which he provides upon client request. Jones Capital Advisors offers customized investment management and financial planning to individuals, retirement and pension plans, trusts, estates, charitable foundations, and private operations. The firm employs an asset-allocation strategy tailored to each client’s risk tolerance and uses both fundamental and technical analysis across a range of domestic and international securities.

Charles McLean is the principal advisor at Charles McLean Capital Management in McKinney, TX, with 25 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for 17 years and served at the University of Texas A&M School of Law for two years. McLean is the author of *Women and Wealth*, a guide addressing investment lifecycle issues for women. Charles McLean Capital Management offers discretionary and non-discretionary portfolio management, comprehensive wealth-management consulting, and related services to individuals, institutions, trusts, estates, retirement accounts, and charitable organizations. The firm emphasizes customized portfolios using individual securities, ETFs, and options, supplements research with vetted external and AI sources, and provides flexible fee arrangements including fixed, hourly, and project-based fees.