Ashish Shah is the sole advisor at Shah Tax and Financial Planning in Frisco, TX, holding a Series 65 credential with seven years of industry experience. Prior to founding his firm in 2016, he worked at Hewlett Packard Enterprise for one year. Outside of investment advising, he operates a tax preparation and filing business. Shah Tax and Financial Planning offers investment management alongside financial planning and tax accounting services for pooled, institutional, and other clients. The firm employs a primarily passive, asset-allocation approach with non-discretionary account management and integrates tax-efficiency into its planning, providing clients with written or electronic plans and ongoing updates.

Mike Kurz, CIMA®, CFP®, CAIA, CPWA®, RMA® Chief Executive Officer – Financial Planner Mike has spent 25 years in the world of Wealth Management in counselling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops. Mike shares that, "The greatest pleasure in helping others encompasses using technical knowledge strengthened by creativity and shared experiences to inspire my audience to develop their personal call to action." Education and Certifications Mike completed a Masters in Legal Studies with an emphasis in Wealth Management at Texas A&M University School of Law and is currently a doctoral candidate in the Leadership and Learning in Organizations program at Vanderbilt University's Peabody College. Mike earned his B.B.A in Finance at Midwestern State University and is an Investment Advisory Representative. In addition, he is a CERTIFIED FINANCIAL PLANNER TM designee, Certified Investment Management Analyst® professional, a Chartered Alternative Investment Analyst designee and a Certified Private Wealth Advisor® professional. Mike previously served as the founder and President of the North Texas Investment Management Consultants Association Chapter. In addition, Mike provides volunteer Financial Literacy Education and Research in group presentation. Outside of the boardroom or classroom, Mike enjoys cycling on both mountain bikes and road bikes along with playing golf often.

Wesley Young is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakwood Advisory Group, LLC since 2011. He has also been affiliated with MassMutual since 2009. Outside of his advisory role, Young is involved in multiple business ventures, including ownership interests in several management and fund entities, as well as ownership of an entertainment group. Oakwood Advisory Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts and estates, profit-sharing plans, and pooled investment vehicles. The firm employs a disciplined, diversification-focused investment process and offers tailored services directly or through recommended sub-advisors.

Michael Aussieker is the sole advisor at OH Cap Asset Management, an independent firm based in Frisco, TX. He holds the CFA® designation and Series 63 license, with two years of industry experience and seven years managing his own advisory firms. OH Cap Asset Management is a fee-only advisory firm serving primarily individual clients, as well as small businesses, corporations, and institutional clients. The firm integrates fundamental, technical, and quantitative analysis with risk assessment tools like Conditional Value at Risk (CVaR) and employs proprietary models for portfolio management and consulting services typically found at larger firms.

Marc Helfrich is the sole advisor at Marc C Helfrich Registered Investment Advisor in Van Alstyne, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his own advisory firm since 2012 and has been an insurance agent specializing in life, long-term care, and annuity products since 2009. His firm provides tailored financial planning services to individual clients on a non-discretionary basis, focusing on establishing client goals, risk tolerance, and conducting periodic reviews. The firm emphasizes individualized advice without discretionary trading authority and integrates client approval in all account changes.

Joseph Mc Cullough is the principal of McCullough Wealth Management LLC in Van Alstyne, TX, with two years of industry experience. He holds a Series 66 designation and has prior experience at Securities America Advisors, Securities America, Inc., and Ameriprise Financial Services. Mc Cullough is also a CPA licensed since 1993 and a Texas-licensed insurance agent, though he does not currently sell insurance products or provide accounting services. McCullough Wealth Management LLC offers asset management and financial planning services to individuals, corporations, and business entities. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct portfolios and focuses on long-term, income, and tax-efficient strategies tailored to client objectives and risk tolerance.

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.

Stephen Hill is a financial advisor with Eagle Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Eagle Financial Advisors since 2015 and also manages Stephen F. Hill & Associates LLC, an investment advisory firm he founded in 2003. Outside of advisory services, he is involved with an insurance agency affiliated with Eagle Financial Group. Eagle Financial Advisors is an independent advisory firm with a seven-advisor team serving individuals, trusts, corporations, and other entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning services, and assists clients in selecting third-party managers, using a combination of quantitative and qualitative analysis in its investment approach.

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.

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.

Narasimha Vulisetti is a financial advisor at Y2K Financial LLC in Frisco, TX, holding a Series 65 designation with five years of industry experience. He has worked at Y2K Financial since 2020 and concurrently serves as a systems architect in software development at Bank of America. Prior to his advisory and banking roles, he spent nine years at Pegasystems Inc. Y2K Financial LLC provides financial planning and investment consultation primarily to individual and high-net-worth clients, focusing on written plans and allocation guidance rather than ongoing portfolio management. The firm uses fundamental analysis and a Modern Portfolio Theory framework with a Core + Satellite approach, emphasizing globally diversified, tax-efficient, low-cost investment vehicles.

Hannah Szarszewski is a CFP® and holds a Series 65 license with seven years of industry experience. She is the principal of Blue Mountain Financial Planning, an independent advisory firm, and also owns Blue Mountain Money Education, LLC, through which she provides financial literacy and educational content. Prior to founding her current firm, she worked at Keener Financial Planning and SFMG Wealth Advisors. Blue Mountain Financial Planning serves individual and high-net-worth clients with ongoing financial planning and discretionary investment management, using a primarily passive, asset-allocation approach based on index funds and ETFs. The firm uses a subscription-based fee model rather than asset-based fees and offers both ongoing and project-based planning services.

Jose Medina is a financial advisor at J I Medina Investments, LLC in Frisco, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Guardian Life, Fidelity Investments, Symmetry Financial, Infosys, and Revature. Outside of financial advising, he provides junk removal services as an independent contractor. J I Medina Investments offers investment advice and financial planning to individuals, small businesses, and non-profit organizations. The firm’s investment approach integrates fundamental and technical analysis, utilizing mutual funds, ETFs, stocks, bonds, and options, with portfolios managed on a discretionary or non-discretionary basis.

Andrew Lai is a CFA® charterholder with four years of industry experience. He is the principal of Verité Financial, LLC, an independent advisory firm he has led since 2021. Prior to this, he held roles at Collinson Group, Signify Health, and Alliance Data Systems. Verité Financial provides one-time financial planning engagements focused on asset allocation, budgeting, and delivering a customized Investment Policy Statement. The firm’s advice-only model emphasizes diversification, low-cost index funds, and buy-and-hold strategies, without offering ongoing portfolio management or custody of client assets.

Most people I work with are in the strongest earning years of their life. The accounts are growing, and there's finally room to build something that lasts. What's missing is a plan that ties it together. One of you probably runs the money, tracks the accounts, and quietly carries the pressure of getting it right. The other trusts that it's handled and wants to understand it without becoming the expert. Both of those jobs matter, and I work for both of you. The work is simple to describe and hard to do well. We decide how much to save and where, how to sequence Roth and traditional dollars, how to handle equity compensation or a concentrated stock position, and how to invest tax-efficiently while you still have decades of compounding ahead. You get one written plan that says exactly what you own, why you own it, and what changes under what conditions. I'm a CFA charterholder and a CFP® professional, and I'm fee-only. I don't sell products or earn commissions. The only way I get paid is by you, which means my advice answers to you and no one else. Working in the investment industry since 2007, I watched many people get sold instead of served. I started Financial Empowerment to be different. As a devoted Christ-follower I believe helping people steward their finances is a serious calling. The ideas that actually build wealth aren't complicated once someone explains them plainly. Spend less than you earn. Diversify. Make the big decisions on purpose instead of by default. I dislike it when people can't explain things simply, and believe in transparent communication. If that's already how you think about money, we'll get along. Schedule a call and tell me what you're trying to figure out. No pitch, no obligation.

David Cannon is a CFP® and holds a Series 65 license, with seven years of experience in financial advising and accounting. He is the sole advisor at David Rhodes Cannon, C.P.A., LLC, a firm he has led since 2023, following eight years at Cain Watters & Associates, LLC. David Rhodes Cannon, C.P.A., LLC provides portfolio management, financial planning, and accounting and tax-preparation services to individual and high-net-worth clients. The firm uses written investment policy statements to document client objectives and constraints and emphasizes well-diversified investment strategies with both discretionary and non-discretionary management.

Stephen Cross is the sole advisor at Cross Financial Strategies, LLC, an independent firm based in Prosper, Texas. He holds a Series 66 designation and has 26 years of industry experience, including work at LPL Financial. In addition to his advisory role, he maintains a limited insurance agent activity. Cross Financial Strategies provides discretionary asset management to individuals, high-net-worth clients, and corporate entities, with specialized services in ERISA plan management and pension consulting. The firm employs tailored investment programs utilizing Modern Portfolio Theory along with long- and short-term strategies, including options and derivatives, and it permits the use of margin and borrowing in managed accounts.

Venkataraghu Komari is a financial advisor at Tusker Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial, Mass Mutual Dallas, and opes One Advisors. Komari also serves as a licensed insurance agent and acts as an agent for an electronic estate planning firm. Tusker Wealth Management provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers customized and automated portfolio management, financial planning, pension consulting, educational seminars, and electronic estate-planning referrals, employing a variety of investment strategies with regular monitoring and documented investment policies.

Kelley Douglas is a financial advisor at StoneBridge Wealth Management, LLC in Frisco, TX, with 27 years of industry experience. He has held Series 63 and Series 65 licenses and has been with StoneBridge since 2008. StoneBridge Wealth Management provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing primarily passive and evidence-based mutual funds and ETFs, with significant use of Dimensional Fund Advisors funds.

Jace Prows is a financial advisor with Luminary Wealth Advisors in McKinney, TX. He holds Series 63 and Series 66 designations and has 16 years of industry experience. Prior to founding Luminary Wealth Advisors, he worked at Alpha Cubed Investments and Beacon Pointe Advisors. Outside of his advisory role, Prows owns Luminary Cabins LLC, a property management company. Luminary Wealth Advisors provides discretionary investment management and financial planning services to individuals and corporate clients. The firm primarily uses a passive, asset-class-based investment approach with index funds and ETFs, while also incorporating fundamental and technical analysis as needed.