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.

Colby Van Sickler is the sole advisor at F3 Wealth Management, LLC in Arlington, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citadel Wealth Management LLC prior to founding F3 Wealth Management in 2015. Outside of advisory services, he is involved in non-variable insurance, including life, health, disability, long-term care, and fixed annuities. F3 Wealth Management is an independent, single-advisor firm serving individuals, trusts, and estates. The firm manages approximately $8.4 million across about 41 client relationships, providing investment management through third-party sub-advisers, financial planning, and educational seminars. Clients select or approve portfolios constructed by sub-advisers, with many relationships involving client-directed investment decisions.

Dana Bentz is a financial advisor at Vestie with a Series 65 designation and no prior industry experience. Her work history includes roles at AirStudio, Inc., StreamYard, Inc., and Keller Williams Realty. Vestie provides discretionary investment management to individual investors through a digital platform that offers personalized portfolio services based on risk tolerance. The firm employs a strategic asset-allocation approach using diversified ETF portfolios and operates exclusively through software without traditional advisor-client meetings.

Peter Stranberg is the sole advisor at Stranberg Capital LLC in Southlake, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has managed Stranberg Capital since 1998. Stranberg Capital provides discretionary portfolio management services primarily to individuals and high-net-worth clients, managing approximately $103 million across about 51 accounts. The firm employs an analytical investment approach based on Modern Portfolio Theory, broad diversification, and relative-value tilts, with portfolios managed fully discretionary and primarily focused on retirement income.

William Nolan is a financial advisor at Spar Wealth Management LLC with 8 years of industry experience. He holds a Series 65 credential and has a background in military service, including three years with the United States Army and over two decades with the Nebraska Army National Guard. He also works with the U.S. Citizenship and Immigration Services. Spar Wealth Management serves a diverse clientele, including individuals, high-net-worth clients, trusts, estates, nonprofits, and businesses, offering discretionary investment management across multiple asset classes. The firm emphasizes risk management through tailored portfolios and uses derivatives strategies for hedging and volatility control, distinguishing its approach among independent advisers.

Bradford Rodrigues is the sole advisor at R1 Financial Group, a Texas-registered independent investment adviser. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. R1 Financial Group serves individuals, high-net-worth individuals, and trusts, offering portfolio management and financial planning services. The firm uses a combination of fundamental and technical analysis with a long-term, value-oriented investment strategy that may include small- and mid-cap stocks, turnaround or undervalued companies, and high-yield fixed income.

Adib Motiwala is the principal advisor at Motiwala Capital in Irving, TX, holding a Series 65 designation with 14 years of industry experience. His prior roles include positions at Citigroup, Orange People, Deloitte Consulting LLP, and several other firms. Outside of his advisory work, he is a full-time program manager for software delivery teams at Citigroup. Motiwala Capital provides discretionary investment management and financial planning to private individuals, high-net-worth clients, and small businesses. The firm employs a bottom-up value approach for U.S. capital appreciation and offers specialized strategies including Japan-focused and Shariah-compliant portfolios.

Markus Byrd is a financial advisor at Candor Wealth Management, LLC in Dallas, TX, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Kestra Investment Services. Byrd is also a licensed insurance agent. Candor Wealth Management is an independent, solo-advisor firm providing discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes individualized investment strategies that include equities, mutual funds, ETFs, fixed income, and insurance products.

Cindy Mikel is the principal of Mikel Wealth Management in Dallas, TX, with 13 years of industry experience. She holds a Series 66 designation and previously worked at Smith Wealth Advisors, Symmetry Financial Services, Securian Financial Services, Minnesota Life Insurance Company, and Planto Roe Financial Services. Outside of her advisory role, she practices law as the owner of the Law Office of Cindy Mikel and serves as a bookkeeper for Central Presbyterian Church. Mikel Wealth Management serves individuals, families, high-net-worth clients, and small businesses with personalized investment advisory and financial planning services. The firm manages portfolios across a range of securities using fundamental analysis and asset allocation, primarily operating in a non-discretionary capacity.

James Bruno Jr. is a financial advisor at Five Keys Private Advisors LLC in Dallas, TX, holding a Series 65 designation with experience beginning in 2020. His prior roles include work at Kennedy Private Client Services LLC and ownership in the Bruno Restaurant Group, LLC. He is also a passive owner of Village Way Financial LLC, an accounting services business. Five Keys Private Advisors provides discretionary investment advisory services to accredited investors, focusing on pooled investment vehicles and a fundamental, macroeconomic-based approach to identifying fairly priced assets. The firm actively monitors risk and may engage unaffiliated managers for specialized allocations.

Donald Laseter is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Financial Consulting Services in Dallas, TX. He has been with the firm since 1989. Financial Consulting Services specializes in discretionary investment management and financial planning for individuals, families—including high-net-worth clients—and small businesses. The firm employs a long-term investment approach that combines fundamental, technical, cyclical, and charting analyses, alongside active trading strategies including options, leverage, and alternative investments.

Shawn Peach is the sole advisor at Peach Wealth Management in Arlington, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked in education for over eight years, including roles at Life Schools of Dallas and multiple independent school districts. Peach Wealth Management provides financial planning and discretionary investment management to individuals and families, employing a combination of fundamental and technical analysis to construct portfolios primarily from ETFs, mutual funds, equities, and fixed income. The firm generally requires no minimum account size and manages client accounts according to individual objectives and risk tolerance.

John Shryack is the sole advisor at JS Wealth Investment Group, an independent firm based in Dallas, TX. He holds Series 63 and Series 65 designations and has 37 years of industry experience. He has led JS Wealth Investment Group since 2012. The firm primarily serves individual clients, including both non‑high-net-worth and high-net-worth individuals, as well as small businesses, charities, and small pension plans. JS Wealth Investment Group provides financial planning and portfolio management with a client-driven, largely non-discretionary approach, typically investing in broad markets through stocks, bonds, mutual funds, government securities, and options.

Louis Fritts is a financial advisor at Amplified Alpha with a Series 65 designation and four years of industry experience. He has worked at Service Academy Capital Management and Amplified Alpha Capital Management. Outside of finance, he is the owner and principal of Fritts Films LLC, a production company involved in filmmaking, editing, and web design. Amplified Alpha provides discretionary investment management primarily to individual clients and operates a private pooled investment vehicle. The firm uses an actively traded quantitative model focusing on leverage, market timing, and risk management, implementing strategies through leveraged exchange-traded products, derivatives, and options.

Melody Jackson is a CFP® professional with 15 years of industry experience, operating through her firm, Jackson Financial Services LLC in Dallas, TX. She has worked at Unum since 2010, providing group and individual financial counseling related to employee benefits. In addition to her advisory role, she is a licensed CPA and life and health insurance agent, offering tax compliance and insurance services. Jackson Financial Services LLC provides fee-based comprehensive financial planning, investment advisory, and income tax services to individuals, families, and small businesses. The firm serves as a fiduciary advisor to employer-sponsored retirement plans, delivering non-discretionary, advice-only investment guidance focused on long-term strategies and diversified allocations using mutual funds and ETFs.

Richard Greenfield is a CFP®-certified financial advisor with 34 years of industry experience. He is the president of RJG Financial, an independent registered investment adviser based in Dallas, TX. Prior to founding RJG Financial in 2018, he worked at Osaic Wealth, Inc. and SagePoint Financial. RJG Financial serves individuals, trusts, estates, and retirement and corporate accounts, managing approximately $50 million across nearly 60 client relationships. The firm offers balanced portfolio management using mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with a long-term investment approach.

Alan Lawrence is the sole advisor at Lawrence, Alan, an independent firm based in Dallas, TX. He holds the CFA® designation and Series 63 license and has 39 years of industry experience, including 36 years at First Research Financial. Outside of advising, he is involved in personal real estate investment activities through ownership, management, and financing of properties for his own account and trust. The firm provides portfolio management and advisory services to individuals, retirement plans, business entities, trusts, estates, and occasionally pension and profit-sharing plans. Investment decisions emphasize fundamental and macroeconomic analysis, with portfolios that can include a range of securities such as equities, bonds, ETFs, options, futures, and real-estate related instruments.

Edward Milner is a financial advisor at CasMilner Consulting LLC in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with CasMilner Consulting LLC since 2015 in various roles. Outside of advisory work, Mr. Milner serves as a volunteer mentor at a startup accelerator and holds advisory or board positions with six startup companies across technology and service sectors. CasMilner Consulting LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on long-term investments in technology-driven companies. The firm emphasizes proprietary qualitative and quantitative analysis to select securities, targeting large-cap dividend-paying industry leaders and smaller- to mid-cap firms developing advanced technologies.

Dmitri Rabkin is the sole advisor at Rabkin Advisors LLC in Richardson, TX, holding a Series 65 designation with eight years of industry experience. Prior to founding his independent advisory firm in 2017, he worked at Amdocs Inc. for 14 years. Rabkin Advisors LLC provides discretionary portfolio management primarily to individual investors, including IRAs and self-directed 401(k)s, as well as trusts, estates, and small-business pension clients. The firm’s investment approach focuses on dividend-paying companies with growth potential and share repurchases, offering personalized plans and ongoing portfolio monitoring tailored to each client’s objectives and risk profile.