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.

Anthony Noto is a CFP® and CFA® with 13 years of experience in financial planning and investment management. He is the sole advisor at Noto Financial Planning, an independent Dallas-based firm he has led since 2013. Noto Financial Planning provides fee-only financial planning and investment management services to individuals, families, and high-net-worth clients. The firm employs a tailored, long-term buy-and-hold strategy focused on strategic asset allocation using ETFs and mutual funds, with a primarily non-discretionary implementation approach and specialized experience managing cross-border financial issues.

Ronald Harrison is the principal of Planb Tax & Wealth Advisors LLC in Richardson, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in wealth advisory and tax preparation since 1994, including prior roles at Fox Wealth Advisors and his own CPA practice. He is also the sole proprietor of Ron E Harrison CPA, providing accounting and tax preparation services. Planb Tax & Wealth Advisors LLC offers tax-aware wealth planning and portfolio management for individuals, integrating tax planning into investment decisions. The firm serves a broad range of clients, including corporate and business clients, pension plans, charitable organizations, and other financial entities, and conducts educational seminars and workshops as part of its services.

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.

Venu Vallabhaneni is a financial advisor at CapitalAlphabet with three years of industry experience. He holds a Series 65 designation and previously worked at Bank of America for 13 years. In addition to his advisory role, Vallabhaneni is a licensed real estate agent. CapitalAlphabet is an independent firm that provides discretionary portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charities, and business entities. The firm employs a fundamental, research-intensive approach with concentrated portfolios focused on long-term capital preservation and uses a broad range of investment instruments, including equities, fixed income, and derivatives.

Hammad Moon is a CFA® charterholder based in Plano, TX, serving as the sole advisor at Ihsan Wealth. He has held roles at PepsiCo, Inc., Copart, Stack Sports, Texas A&M University Commerce, and Magnus Investments, and has been involved with 64bits LLC since 2022. Ihsan Wealth provides Shariah-compliant, automated discretionary investment management primarily for individual retail clients and retirement accounts. The firm uses rules-based software for portfolio selection and rebalancing, offers ETF-based model portfolios and an optional U.S. equity fund, and also markets securities-screening and budgeting software subscriptions separately.

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.

Lawrence Deramus Jr. is the principal of DeRamus Wealth Management, LLC in Plano, TX, with 31 years of industry experience. He holds the Series 63 designation and has worked at firms including CETERA Advisor Networks LLC and Summit Financial Group. Outside of advising, he serves as an architectural committee member for the Preston Green Homeowners Association. DeRamus Wealth Management, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities by providing financial planning, estate-planning coordination, and pension consulting. The firm generally offers non-discretionary advice, directs assets to selected third-party managers, and employs a range of analytical methods and investment strategies.

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.

Beverly Johnson is a financial advisor at BDJ Wealth Management LLC in Plano, TX, holding a Series 65 license with 12 years of industry experience. She has worked at SOFOS Investments, Inc. and is a partner at PJS Services, LLC, where she is involved in business development, tax filing, and tax planning. Additionally, she owns Teach Them 2 Fish, a financial education and consulting business. BDJ Wealth Management LLC serves individual and high-net-worth clients, including business owners, by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes tailored, tax-aware investment strategies with a focus on value and smaller-cap equities, and it maintains co-advisory relationships to accommodate clients’ social or moral investment preferences.

Charles Manthey is a CFP® with 38 years of experience in financial services. He is the president and sole advisor of Bluechip Financial Planning, Inc., an independent firm based in Richardson, TX. Before founding Bluechip Financial Planning, he worked at Securities America, Inc. for 28 years. Manthey also serves as a voting board member of the Prairie Club. Bluechip Financial Planning serves individual clients, including high-net-worth individuals, offering financial planning and asset management through both discretionary and non-discretionary accounts. The firm uses a combination of fundamental, technical, and economic analyses along with outsourced platforms and model portfolios to manage client accounts.

Michael Mc Erlane is a CFP® with seven years of industry experience, currently serving as the sole advisor at Comprehensive Financial Planning for Doctors, LLC in Frisco, TX. He previously worked at Northwestern Mutual in various capacities from 2018 to 2021. Comprehensive Financial Planning for Doctors, LLC provides fee-only financial planning and advisory services primarily to physicians and other professionals. The firm focuses on passive, low-cost investment strategies and offers both standalone plans and ongoing engagements, with client meetings conducted nationally, often virtually.

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.

Scott Lanigan is a CFA® charterholder based in Dallas, TX, serving as the sole advisor at EID Capital since 2021. He has four years of industry experience and has also been involved with Merit Partners since 2016, where he performs due diligence and produces investment reports for a single-family office. Prior to EID Capital, he worked in financial coaching in Dallas. EID Capital is an independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a combination of passive and active strategies across a broad range of asset classes, including traditional and alternative investments, with a focus on personalized investment policies and quarterly account monitoring.

Bradford Valentine is the principal of Valentine Investments, LLC in Dallas, TX, holding a Series 66 designation with 25 years of industry experience. He has led Valentine Investments since 2010. Valentine Investments, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combined fundamental and technical analysis approach with an emphasis on asset allocation and risk-adjusted total return, tailoring portfolios to clients’ risk tolerance and time horizon.

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.

Melissa Summitt is a Series 65-licensed financial advisor with 21 years of industry experience. She has been the principal at Golconda Capital Management, LLC since 2005. Golconda Capital Management provides advisory services to a private pooled investment partnership and individual clients. The firm manages the pooled vehicle through a fundamentally driven, concentrated long/short equity strategy focused on small- and micro-cap stocks, while offering non-discretionary, advice-only services that emphasize diversified, low-cost index exposures for individual investors.

Connor Castellano is a CFP® professional with 10 years of experience in financial advising. He is the principal of Castellano Wealth Planning, an independent firm based in Plano, TX. Prior to founding his current firm, he held roles at Arnold Castellano & Associates and The Prudential Insurance Company of America. Castellano is also licensed as an insurance agent, engaging in related activities alongside his advisory work. Castellano Wealth Planning offers discretionary asset management and financial planning services primarily for individual clients and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost index funds and ETFs, and it incorporates strategies such as direct indexing and tax-loss harvesting for eligible clients.

David Caviness is a CFP® professional with 25 years of experience in financial advisory. He is the principal of Caviness Wealth Management, LLC, an independent firm he has led since 2011. Caviness is also involved as a YouTube Partner, producing content related to investments. Caviness Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm manages approximately $59 million in discretionary assets and offers tailored portfolios alongside comprehensive planning services, including retirement, estate, charitable, education, and corporate tax planning.