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.

Gregory Gardner is a CFP® with 24 years of industry experience and has operated The Gardner Group in Dallas, TX since 1995. He holds a Series 63 license and serves as the firm’s sole advisor. The Gardner Group provides investment supervisory services, financial planning, and consulting to individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a structured wealth-management process that includes asset-allocation models, third-party manager due diligence, and security analysis, managing a range of strategies across equities, options, fixed income, and derivatives.

Anthony Tseng is the sole advisor at Caishen Financial, operating under Grand Investment Group LLC. He holds a Series 65 designation and has two years of industry experience. Outside of financial advising, Tseng owns and operates two restaurant businesses, Comfort Foods Group LLC and Mr. Teppan LLC. Caishen Financial serves pooled and institutional clients, as well as individuals, high-net-worth clients, corporations, and other business entities. The firm provides discretionary portfolio management and standalone financial planning services, utilizing a variety of analytical techniques and investment strategies.

Michael Labbe Jr. is a CFA® charterholder and financial advisor at Atwood Capital Management, LLC with four years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated and Sikich Corporate Finance LLC, as well as time at The University of Chicago Booth School of Business and Sears Holdings Corporation. Atwood Capital Management, LLC is an independent registered investment adviser offering discretionary portfolio management and fixed-fee financial planning services to individuals and small businesses. The firm employs fundamental analysis across passive, active, and semiactive strategies and incorporates liability-driven investing and hedging techniques, serving clients with tailored investment approaches.

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!

Paul Wildberger is a CFP®-designated financial advisor with 19 years of industry experience. He is the sole advisor at Integrity Private Wealth Advisors, LLC, where he has worked since 2018. Before that, he spent four years at Ameriprise Financial Services, Inc. Outside of his advisory role, he manages personal rental properties. Integrity Private Wealth Advisors serves individual clients, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management through a wrap-fee program and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, sector, and cyclical analysis with various strategies, managing portfolios primarily on a non-discretionary basis.

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 principal of Wilson Investment Advisory Services, LLC, an independent registered investment adviser based in Plano, Texas. He holds the CFA® designation and Series 63 license and has 41 years of industry experience. Wilson has worked with Lincoln Investment Planning, Inc. and Capital Analysts, LLC, in addition to managing his own advisory firm since 2005. Outside of advising, he is a licensed insurance agent involved in the sale of life insurance and fixed annuities and volunteers with the Dallas chapter of Better Investing, assisting in educational programs. Wilson Investment Advisory Services serves individual clients with personalized investment planning and portfolio management, offering both discretionary and non-discretionary services. The firm bases its portfolios on fundamental analysis and Morningstar analytics, primarily recommending mutual funds and ETFs, and combines related household accounts for fee determination. The managing principal is also a licensed CPA who provides tax preparation services separately from the advisory business.

Charles Durham is a financial advisor at Birnam Wood Capital, LLC in Dallas, TX, holding a Series 66 license with 17 years of industry experience. He has worked with Birnam Wood Capital since 2015 and has been associated with Bluffview Securities and Bluffview RIA since 2009. Outside of his advisory role, Durham is involved in managing several special purpose investment vehicles and serves as chairman of a sporting goods business. Birnam Wood Capital provides investment advisory and financial planning services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and quantitative analysis with a focus on non-discretionary portfolio management, and it sponsors multiple pooled private vehicles and single-purpose LLCs through affiliated entities.

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.

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.

Bret Wilson is the sole advisor at Wilson Investment Services in Rockwall, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led Wilson Investment Services since 2014. Wilson Investment Services provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing both technical/charting analysis and fundamental methods. The firm’s approach includes long-term strategies complemented by occasional short-term trading, covered-call overlays, and ETF hedges, with a client focus that includes mutual funds, equities, ETFs, fixed income, publicly traded REITs, and unit investment trusts.

Alex Andrade is a Series 65-licensed advisor with 18 years of industry experience. He has been with Bulle Rock since 2006. Bulle Rock serves as investment manager to a private pooled investment vehicle and provides discretionary portfolio management to individual clients and trusts. The firm manages a long-short equity fund focused mainly on healthcare and consumer sectors, alongside long-only separately managed accounts that may include client-imposed restrictions.

Brian Jones is the founder of Jones Capital Advisors, LLC, an independent firm based in Murphy, Texas. He holds Series 63, 65, and 66 licenses and has 19 years of industry experience, leading his firm since 2011. In addition to advisory services, he is licensed to sell life insurance in Texas, which he provides upon client request. Jones Capital Advisors offers customized investment management and financial planning to individuals, retirement and pension plans, trusts, estates, charitable foundations, and private operations. The firm employs an asset-allocation strategy tailored to each client’s risk tolerance and uses both fundamental and technical analysis across a range of domestic and international securities.

Whitney Davis is a financial advisor at Davis Financial Services in Dallas, TX, holding Series 65 and Series 63 licenses with five years of industry experience. Prior to founding her firm, she worked at LPL Financial, Freeport LNG, and Phillips 66. Outside of her advisory work, she owns Resurrezione, LLC, a non-investment-related business. Davis Financial Services provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, as well as corporate and charitable organizations. The firm’s investment approach integrates behavioral, charting, cyclical, fundamental, and technical analysis, with portfolios managed on a discretionary basis and accounting/tax-preparation services offered to support integrated financial planning.

Stanley Szafran Jr. is a financial advisor with Szafran Capital Management, LLC in Rowlett, TX, holding a Series 66 designation and 25 years of industry experience. He has held leadership roles at Trust Advisors, Inc. and Service Corporation International, where he serves as Director of Trust Investments and Vice President of Trust Advisors, Inc., a subsidiary of SCI. Szafran Capital Management provides fee-only investment advisory services to individuals, trusts, estates, and corporations, offering both discretionary and non-discretionary portfolio management. The firm focuses on client goals and risk tolerance using a blend of fundamental and technical analysis, and manages a small number of client relationships with approximately $11.9 million in assets under management.

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.