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.

Bradley Runyon is a financial advisor at OneWay Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining OneWay Financial, he operated a sole proprietorship under the same name for three years. His prior work experience includes positions at Allied Universal and Domino's Pizza. OneWay Financial serves individuals, families, small business owners, professionals, and prospective retirees by providing financial counseling, insurance planning, and product placement without asset minimums. The firm does not manage client assets or accept discretionary trading authority, instead offering consultative planning and compensation through commissions on insurance products.

William Wilson is the managing member and sole advisor at Wilson Investment Advisory Services, LLC in Plano, TX. He holds the CFA® designation and Series 63 license and has 42 years of industry experience. His career includes roles at Capital Analysts, LLC, Lincoln Investment Planning, Inc., and PMG Asset Management Inc. Outside his advisory work, he is a licensed insurance agent selling life insurance and fixed annuity products and volunteers with the Dallas chapter of Better Investing to assist in educational programs. Wilson Investment Advisory Services is an independent firm serving individual clients with personalized investment planning and portfolio management. The firm employs fundamental analysis and Morningstar analytics to construct portfolios primarily using mutual funds and ETFs, offering both discretionary and non-discretionary management with periodic reviews tailored to client suitability.

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.

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.

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.

Murtaza Shahbazker is a CFA® charterholder and principal of Astute Consulting, LLC, an independent advisory firm based in Flower Mound, TX. He has experience in financial training and consultancy through roles at Astute Consultancy FZ-LLC and Kaplan Professional Middle East, among others. Outside his advisory role, he is involved in financial training and consultancy activities. Astute Consulting, LLC provides discretionary portfolio management to individual and high-net-worth clients, creating customized portfolios based on documented client goals, time horizon, and risk tolerance. The firm’s investment approach relies primarily on technical analysis and implements strategies largely through exchange-traded funds and actively traded portfolios, with daily account monitoring and trade-level client notifications.

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.

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.

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.

Pranav Shingala is a financial advisor at Prudent Prosperity with a Series 65 credential and one year of industry experience. He previously worked at The Goldman Sachs Group, Inc. for ten years and has held roles at several other firms including MyTimeEquity, LLC and Tax Planning Consultants LLC. He also owns Prudent Wealth Solutions, LLC, a firm providing accounting and tax preparation services. Prudent Prosperity offers investment management services primarily to pooled vehicles and institutional clients, while also providing subscription-based and customized financial planning, tax, and estate planning services to individual households. The firm’s approach combines Modern and Post-Modern Portfolio Theory with a focus on long-term, tax-aware ETF allocations and selective use of alternative investments.

Narasimha Vulisetti is the sole advisor at Y2K Financial LLC, holding a Series 65 license with six years of industry experience. He has worked concurrently as a systems architect at Bank of America since 2020 and previously spent nine years at Pegasystems Inc. Outside of financial advising, he maintains a role in software development at a financial institution. Y2K Financial LLC offers financial planning and investment consultation primarily to individual and high-net-worth clients. The firm provides written plans and allocation guidance based on fundamental analysis and a Modern Portfolio Theory framework, without ongoing portfolio management or trade execution.

Jose Medina is the principal of J I Medina Investments, LLC, an independent advisory firm, and holds Series 63 and Series 66 licenses with 11 years of industry experience. His prior roles include positions at Guardian Life, Fidelity Investments, Symmetry Financial, Infosys, Revature, and Edward Jones. Outside of his advisory work, he provides junk removal services as an independent contractor. J I Medina Investments offers investment advice and financial planning services to individuals, small businesses, and nonprofit organizations. The firm’s approach integrates fundamental and technical analysis across a range of securities, managing portfolios on both discretionary and non-discretionary bases while maintaining assets with independent custodians.

Michael Doyle is a CFA® charterholder and principal of Legacy Harbor in Plano, TX, with 21 years of experience in the financial industry. He also owns and operates Michael B. Doyle, PC, providing accounting, tax, and CPA services, as well as the Law Offices of Michael Doyle, PLLC, offering attorney services. Michael has been active in these professional roles since the early 1990s. Legacy Harbor is an independent advisory firm serving individual, high-net-worth, and corporate clients with discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis, offers access to third-party managers, and invests across a range of asset classes including mutual funds, equities, fixed income, ETFs, REITs, and select alternatives such as agricultural commodities.