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 licenses and has worked at firms including International Capital Management Corp, Personal Capital, and Scottrade, Inc. Hendrik has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm managing about $36 million in discretionary assets for individuals and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, supplemented by fundamental analysis for selecting outside managers, and offers comprehensive financial planning and participant account management.

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 with Clairalpha Advisors LLC in Frisco, TX. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at Transc3nd and American Legacy Solutions. Munoz is involved with multiple related businesses including Realta Investment Advisors, Inc. and Trinity Tax Strategies, LLC, which provide investment advisory and tax consulting services. Clairalpha Advisors LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a portfolio construction approach based on modern portfolio theory, employing long-term and income strategies tailored to client risk profiles, and delivers investment management through a co-advisory managed-account platform.

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 industry experience. He is the sole advisor at Castellano Wealth Planning, an independent firm based in Plano, TX. Prior to founding his current firm, he held roles with Arnold Castellano & Associates, Prudential Insurance Company of America, and Purshe Kaplan Sterling Investments. Castellano is also a licensed insurance agent operating as a sole proprietor. Castellano Wealth Planning provides discretionary asset management and financial planning services for individual clients and retirement plans, including limited-scope ERISA 3(21) fiduciary services. The firm employs a long-term, diversified investment approach using low-cost index funds, ETFs, direct indexing, and tax-loss harvesting, managing client assets through model portfolios and sub-advisor strategies.

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.

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.

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 sole advisor at Shah Tax and Financial Planning in Frisco, TX, holding a Series 65 credential with seven years of industry experience. Prior to founding his firm in 2016, he worked at Hewlett Packard Enterprise for one year. Outside of investment advising, he operates a tax preparation and filing business. Shah Tax and Financial Planning offers investment management alongside financial planning and tax accounting services for pooled, institutional, and other clients. The firm employs a primarily passive, asset-allocation approach with non-discretionary account management and integrates tax-efficiency into its planning, providing clients with written or electronic plans and ongoing updates.

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.

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.

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 16 years of industry experience. In addition to his advisory work, he maintains active Property & Casualty and real estate salesperson licenses in Texas and offers those services to clients. Ahmeti Wealth Management provides portfolio management, investment management, and financial planning services to individuals, corporations, and employer-sponsored retirement plans. The firm manages approximately $3.2 million in client assets and employs a discretionary, customized investment approach that incorporates fundamental analysis and macroeconomic factors.

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.

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.

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.