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 a financial advisor with J I Medina Investments, LLC in Frisco, TX, holding Series 66 and Series 63 credentials and 11 years of industry experience. His career includes roles at Guardian Life, Fidelity Investments, Symmetry Financial, Infosys, Revature, and Edward Jones. Outside of advising, Medina works as an independent contractor providing junk removal services. J I Medina Investments offers financial planning and investment advisory services to individuals, small businesses, and non-profit organizations. The firm employs a combination of fundamental and technical analysis to manage portfolios that include mutual funds, ETFs, stocks, bonds, and options, providing both discretionary and non-discretionary account options.

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.

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.

Working in the investment industry since 2007, I've seen the good, bad and everything in-between when it comes to financial advice. A good adviser can add years to a successful retirement and prevent costly, sometimes devastating financial errors. Fortunately there are many good advisers out there (especially in the XY Planning Network). Unfortunately, there is also plenty of bad advice from unqualified advisers out there. It can be hard to tell the difference. That can be an expensive lesson. My dad's experience with an adviser in the early 2000s lost him $400,000. I wrote about it here: https://empowermenttools.net/my-dad-lost-400000-heres-what-i-did-about-it/ I started Financial Empowerment to be different. As a devoted Christ-follower I help people steward the financial blessings God has put in their hands. As a fee-only fiduciary, my goal is simple: to help you reach yours. If you're wrestling with multiple competing goals, I'll help you prioritize what to focus on first. I believe in honesty and following through on promises. Finances can seem complicated, but they don't have to be. Ideas that build wealth are often intuitive if explained in plain English. As a CFP® professional and CFA charterholder, I've devoted my career to pursuing the frontiers of investment management and financial planning knowledge. My aim is to provide the highest quality service for clients, on a level that I would accept for my own family. Clients I tend to work best with are 45 - 60 years old, making $200K or more per year, with no or low debt outside of their mortgage. I'm based in McKinney, Texas (Dallas-Ft. Worth metro area) but originally from Denver, Colorado. When I'm not building financial plans you can find me playing basketball or doing art projects with my 10-year old daughter or on the mats practicing Brazilian Jiu-Jitsu and Kenpo Karate. Schedule a free, no obligation call using the link provided and we'll discuss your situation and how I can help.

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.

Jonathon Oden is a financial advisor at AESOP ADVISOR, LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He has been with AESOP ADVISOR since 2019 and also maintains a professional role as a certified music therapist and educator through Oden Music Therapy. AESOP ADVISOR serves individual investors with fee-only portfolio management and financial planning, primarily using exchange-traded funds. The firm employs a long-term, passive investment approach with broad diversification and accommodates client-specific constraints, while providing educational publications and client webinars.

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.

Adam Morse is a financial advisor at Fortify Financial LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at AssetBuilder from 2014 to 2025. Fortify Financial LLC is a registered investment adviser that offers integrated portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, endowments, and businesses. The firm focuses on long-only portfolio construction using exchange-traded funds and individual securities when appropriate, applying modern portfolio theory alongside fundamental and cyclical analysis.

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.

Christopher Neudecker is a financial advisor at In-Christ Asset Management, LLC with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at UBS Financial Services and BB&T Investment Services. Outside of advisory work, he is active as a software contractor and serves as a software leader at BHG. In-Christ Asset Management is an independent, state-registered adviser serving individuals, high-net-worth clients, and certain institutions. The firm manages a small client base with tailored, discretionary asset management programs that utilize technical and charting analysis across mutual funds, ETFs, fixed income, and options.

Jonathan Mazur is a financial advisor with Luke Financial Company, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been associated with Zachary Financial, LLC and Luke Financial Company LLC since 2008. Outside of his advisory role, he operates JUNGLETREK, a career services firm, and is involved in the sale of life, health, and annuity insurance products as an owner and insurance agent at Zachary Financial, LLC. Luke Financial Company provides investment management and financial planning primarily for individual and high net worth clients. The firm employs a range of strategies including discretionary portfolio management, consulting, and educational seminars, and distinguishes itself by integrating insurance services and utilizing borrowing and derivatives in managed accounts.

Costa Tzotzis is a financial advisor at CST Financial Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cape Investment Advisory, Inc. and Cape Securities, Inc. prior to his current role. CST Financial Advisory LLC is an independent, state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, and cyclical analysis, utilizing strategies from long-term investing to advanced trading techniques and access to private equity and secondary investment vehicles.

John Shao is a CFA® charterholder with 28 years of industry experience. He is the principal of Summitas Investment Management LLC, where he has worked since 2024. Prior to joining Summitas, he led his own firm, John Shao Portfolio Management, Inc., for 12 years and worked at Eudaimonia Partners, LLC for four years. Summitas Investment Management LLC provides discretionary investment management and advisory services primarily to individuals and high net worth clients, including retirement account guidance. The firm employs a fundamental analysis-driven approach using exchange-traded funds, individual stocks, and bonds, with a focus on long-term investment horizons and customized portfolio allocations.

Kyle Eaton is a CFP® with 17 years of industry experience and is the sole advisor at Hedgefield Wealth Management in Denton, TX. He previously worked at Rench Wealth Management from 2012 to 2018 before joining Hedgefield Wealth Management. Eaton is also the founder and president of Counterbalance Divorce Solutions, a consulting service that provides financial planning support to women going through divorce. Hedgefield Wealth Management offers wealth management, financial planning, and consulting services to individual clients, combining asset management with comprehensive financial plans and Investment Policy Statements. The firm employs a mix of fundamental analysis, modern portfolio theory, technical approaches, and model portfolio strategies, managing diversified portfolios that may include derivatives and held-away accounts.

Gregory Schmitz is a financial advisor with Copiam Wealth Management, LLC in The Colony, TX, holding a Series 65 designation and 19 years of industry experience. He has been with Copiam Wealth Management since 2014. Outside of advising, he works as an independent insurance agent. Copiam Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth households, and institutional clients. The firm employs an evidence-based, multifactor investment approach using low-cost, globally diversified funds and offers additional services such as financial planning, pension consulting, and educational workshops.

Johnny Kang is a financial advisor at Prestonwood Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has been associated with NFPSI since 2014. Outside of his advisory role, Kang is involved in commercial real estate brokerage in Denver. Prestonwood Capital Management, LLC is an independent, state-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides discretionary portfolio management and financial advisory services, emphasizing customized asset allocation and fundamental security analysis tailored to client goals and risk tolerance.