Ryan Munoz is a financial advisor at Clairalpha Advisors LLC in Frisco, TX, holding a Series 65 license with three years of industry experience. He has worked at several firms including Realta Investment Advisors, Inc. and Transc3nd. Munoz is also involved in tax consulting and insurance sales through affiliated business activities. Clairalpha Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm’s approach is based on modern portfolio theory and tailored long-term income strategies, managing accounts on a discretionary basis when authorized and utilizing both third-party model managers and proprietary models.

Roderick Roberts II is the sole advisor at Finance.vet LLC, holding a Series 65 designation with one year of experience. His prior work includes roles at C4 Constructors LLC and Beauty Bakerie Cosmetics Brand, Inc. Finance.vet LLC provides internet-based discretionary portfolio management primarily for U.S. veterans, military retirees, and military-connected families, employing an ETF-first investment approach with a focus on options-income and digital-asset strategies. The firm offers an optional advisory service distinct from its educational technology platform and operates a partner-funded cohort model to reduce fees for eligible clients.

You've experienced an unimaginable loss: the loss of a spouse, a marriage, or a loved one. You never handled the "money" side of things, and you're scared. Your estate planning or divorce attorney has helped you through the nuts and bolts, but now what? Molly Laughter, CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™ is passionate about helping women understand finances and answer this question. Molly has spent her professional career making complicated financial topics relatable and understandable. You don't have to know numbers to build a successful life or start again. Molly’s mission is to educate and empower the women she works with to live a life they love, with solid analysis and planning as a foundation for the future. She provides access to comprehensive financial planning and investment management.

Wheeler Pulliam is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He is the principal at Xponify, Inc., an independent firm, and has prior experience with Cetera and Edward Jones. He is also an independent insurance agent. Xponify, Inc. provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, using a modern portfolio theory approach and preparing written Investment Policy Statements for each client. The firm manages portfolios of mutual funds, fixed income, equities, ETFs, and insurance products, and offers fixed-fee financial planning engagements.

Anthony Tseng is a financial advisor at Caishen Financial with a Series 65 credential and three years of industry experience. Prior to his advisory role, he has been involved in the restaurant business as an owner of Comfort Foods Group LLC and Mr. Teppan LLC. He also holds a real estate license and has experience as a real estate agent and silent partner in real estate ventures. Caishen Financial, operating under Grand Investment Group LLC, serves individual, high-net-worth, pooled, institutional, corporate, and business entity clients. The firm provides discretionary portfolio management and financial planning services, using a variety of analytical techniques and model portfolios, with a focus on a broad investment approach rather than tax efficiency.

Jefferson Wang is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He is the principal of Gordon Oak Financial, LLC, an independent firm he has been with since 2020. Prior to that, he worked at Cain Watters & Associates and Price Waterhouse Coopers. He is also an accountant and may provide accounting-related advice in addition to financial planning. Gordon Oak Financial serves individuals and small- to mid-size employers by offering comprehensive private financial planning and an employer program focused on employee planning. The firm operates on a fee-only basis without discretionary portfolio management or AUM-based fees, emphasizing long-term investment guidance, educational seminars, and workshops.

Ashish Shah is the proprietor of Shah Tax and Financial Planning in Frisco, TX, with eight years of industry experience. He holds a Series 65 credential and has been providing tax preparation and financial planning services through his firm since 2016, preparing and filing annual tax returns as part of his practice. Shah Tax and Financial Planning serves a range of clients, including pooled and institutional accounts, offering investment management alongside financial planning and tax accounting services. The firm employs a primarily passive, asset-allocation-driven investment approach with non-discretionary management and integrates tax-efficiency into financial planning. It features a mixed-fee model with hourly and fixed-fee planning options in addition to percentage-of-AUM fees.

Quinn Sowell is a CFP® with 20 years of experience in financial advising and has operated P38 Enterprises, Inc. in Denton, TX since 2002. He also prepares tax returns and represents clients before the IRS as part of his work at P38 Enterprises. P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term buy-and-hold investment approach with fundamental analysis and strategic asset allocation, while also offering tax preparation, IRS representation, and insurance services.

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.

Corey Winten is a financial advisor at Winten Investment Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with his firm since its founding in 2011. In addition to his advisory role, he operates as a licensed independent insurance agent, focusing on term life and long-term care insurance. Winten Investment Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and business entities. The firm follows a long-term, income-focused investment approach based on the Random Walk Hypothesis, managing client assets directly with diversified portfolios designed to generate and manage cash flow over multi-year horizons.

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.

Justin Thomas is a financial advisor at Frontline Wealth Management in Denton, TX. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he has worked as a police officer with the City of Denton Police Department since 2012. Frontline Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a blend of fundamental, technical, cyclical, and Modern Portfolio Theory approaches, combining both passive and active investment vehicles, and routinely selects independent outside managers while maintaining overall oversight.

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.

Jill Taylor Gordon is the sole advisor at Taylor Financial Consulting in Lantana, TX, holding a Series 63 designation and bringing 24 years of industry experience. She has led her firm since 1996 and also serves as CEO of two separate businesses: a home construction and remodeling company and a dealer in gold and silver coins and bullion. Taylor Financial Consulting provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm emphasizes fundamental security analysis and a combination of short- and long-term investments, managing client accounts on a non-discretionary basis and utilizing third-party tools from Buckingham Strategic Partners for asset allocation, reporting, and rebalancing services.

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.

Brian Neff Sr. is a financial advisor with Fiduciary Wealth Management, LLC., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Fiduciary Wealth Management since its founding in 2017 and also leads an independent insurance brokerage, Insurance Suite, LLC, which he co-founded in 2006. Fiduciary Wealth Management serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, participant account advice, and referrals to third-party money managers. The firm emphasizes a model that combines third-party manager referrals with discretionary oversight of participant accounts and maintains an affiliation with insurance activities through its principal.