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.

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including International Capital Management Corp, Personal Capital, Scottrade, and TD Ameritrade. Rockwall Wealth Advisors is an independent, single-advisor firm managing approximately $36 million in discretionary client assets for individual and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, incorporates fundamental analysis for outside manager recommendations, and provides comprehensive financial planning and participant account management services.

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.

William Hubble is a Certified Financial Planner® with 25 years of industry experience. He has been the sole advisor at Sequoia Private Wealth Management, LLC since 2015. Sequoia Private Wealth Management provides fee-based discretionary investment management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is grounded in Modern Portfolio Theory and utilizes a long-term, buy-and-hold asset allocation strategy primarily implemented with passively managed mutual funds and model portfolios aligned with clients’ written investment policy statements.

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.

Craig Turner is the sole advisor at Ranchwood Capital Management in Coppell, TX, holding a Series 65 designation with eight years of industry experience. Prior to founding Ranchwood Capital Management in 2017, he worked at Bell Helicopter - TEXTRON for eight years. He is also involved in Ranchwood Outdoors, a landscaping business serving the Dallas-Fort Worth area. Ranchwood Capital Management is an independent, single-advisor firm that provides discretionary portfolio management for high-net-worth individuals, trusts, endowments, foundations, and corporate clients. The firm employs a long-term, value-oriented equity strategy focused on capital preservation and concentrated positions, managing separately tailored accounts rather than broad diversification.

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.

Hey! I'm Allen, founder of 7 Saturdays Financial. I'm a CFA Charterholder, CFP® professional, and proud recipient of Wealthtender's Voice of the Client award in 2025. Our team specializes in helping pre-retirees and retirees make the most of their "7 Saturdays a week". We're known for expertise in areas like retirement income planning, strategic tax planning, and tax-smart investment management. We currently serve ~35 families nationwide for their wealth management needs and operate exclusively on a flat-fee model. If you have questions like: - Will I be okay in retirement? - How much can I safely spend? - When should I claim Social Security? - How do I minimize my lifetime tax bill? - How should I structure my investments for this next phase? Then you might be a good fit for our firm. The first step is to learn about our Retirement Roadmap™ - a complimentary, three-step process to help potential clients make an informed decision about 7 Saturdays Financial or any other firm you may consider hiring. To learn more, click the "contact" button, or visit Your Retirement Roadmap dot com. And be sure to check our ⭐⭐⭐⭐⭐ reviews at Wealthtender. I look forward to meeting you!

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.

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.

Jetmir Ahmeti is the principal of Ahmeti Wealth Management, LLC, an independent advisory firm based in Richardson, TX. He holds a Series 66 designation and has 17 years of industry experience, including six years with Edward Jones prior to founding his current firm in 2015. He is also a licensed property and casualty insurance agent and a licensed real estate broker in Texas, offering these services to clients and prospects. Ahmeti Wealth Management provides portfolio management, investment management, and financial planning to individuals, corporations, and employer-sponsored retirement plans. The firm’s investment approach combines bottom-up fundamental analysis with macroeconomic factors, asset allocation, and diversification, serving primarily high-net-worth clients through customized portfolios.

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.

David Tobin is a financial advisor at Sabana Capital Management, LLC in Dallas, TX, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Sabana Capital Management since 2011. Sabana Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, charities, corporations, and other entities. The firm uses a quantitative, multi-factor investment process focused on large-cap stocks and employs technical analysis and option strategies to manage risk and adjust market exposure.