Raju Gadiraju is the sole advisor at his independent firm in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a self-employed financial advisor since 2004. In addition to his advisory work, he is also a licensed insurance agent, providing individual and group insurance benefits. His firm offers continuous investment advisory services and portfolio construction for individuals, retirement plans, trusts, and business entities. The firm manages approximately $14.1 million across 28 client accounts, employing both fundamental and technical analysis with a focus on discounted cash-flow and intrinsic-value stock selection, and typically manages client assets on a non-discretionary basis.

Gregory Jardine is the sole advisor at Jardine Financial Group in Richardson, TX, holding Series 63 and Series 66 designations with 21 years of industry experience. He has led Jardine Financial Group since 2015. The firm provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, using both quantitative and qualitative analysis combined with modern portfolio theory to implement client-specific investment strategies.

Daniel Tarsha is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He has worked at TexWealth since 2024 and previously was with Strata Wealth Advisors, LLC from 2018 to 2024 and Fidelity Charitable from 2016 to 2018. TexWealth is an independent registered investment adviser serving individuals and high-net-worth clients with tailored portfolio management and planning services. The firm integrates modern portfolio theory, fundamental and technical analysis, and primarily uses long-term trading strategies across various securities, implementing client-specific investment policy statements through discretionary management.

Hello there! I'm Kirk, a proud retired Air Force Officer with 25 years of service, where I had the thrill of being a test pilot, a Squadron Commander, and a Vice Wing Commander. I'm lucky to have an amazing family – a loving wife of more than 25 years, a wonderful stepdaughter, two fantastic sons, and a cherished granddaughter. After a year and a half of retirement, I found myself itching for a new challenge. Boredom pushed me back into the workforce, where I was able to continue my passion for helping others as a financial advisor at Vanguard. During my time there, I gained valuable experience and completed my Certificate of Financial Planning. My own journey includes successfully saving for retirement, living off those savings, and navigating the difficult world of planning for and paying for college. Since 2006, I've been a residential real estate investor, and I've delved deep into the realm of trusts, with a focus on revocable and charitable remainder trusts. I founded High Flight Financial to serve veterans and the military community with the same dedication and precision I brought to my military career. My mission is to provide comprehensive financial planning, not just investment advice. I offer advice-only services. I do not manage your assets for a fee, nor do I charge an ongoing retainer fee. I will also never collect a commission for anything I recommend. I will help you develop a full financial plan upfront and then support you as you decide on an hourly basis. Typically, this involves semi-annual meetings, but its completely up to you! When I'm not immersed in financial planning, you can find me attending various events of my children, staying up-to-date on financial topics or cheering on my favorite football team! I work virtually with clients, expanding my reach and keeping your costs low. If you are interested in finally putting your finances on a roadmap, developing a checklist to financial freedom, or just need a vector check, I have your six. If you are ready to change your financial future today, lets connect!

Braxton Comer II is a CFP® professional with 24 years of experience in the financial industry. He is the sole advisor at Bragg Comer Financial Advisors, LLC, an independent firm he has been with since 2014. Bragg Comer Financial Advisors, LLC provides fee-only investment management services primarily to individuals, trusts, and estates, focusing on clients managing retirement plans or already retired. The firm generally pursues long-term purchase strategies, taking into account risk tolerance, tax implications, and retirement planning.

Michael Bollinger is a CFP® with eight years of industry experience and is the sole advisor at Bollinger Wealth Management LLC in Plano, TX. He has worked at IHS Markit and has led his current firm since 2018. Bollinger Wealth Management provides portfolio management, financial planning, and personal tax return preparation services to individual and high-net-worth clients. The firm combines fundamental, quantitative, and technical analysis methods, managing all assets in-house with a range of strategies including options, margin, short sales, private placements, and venture capital.

William Kell is a financial advisor at Abbington Wells LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has led Abbington Wells since its founding in 2011. Abbington Wells is an independent advisory firm serving individuals, corporate, trust, and institutional clients with portfolio management and comprehensive financial planning. The firm employs an asset-allocation approach combining passive and active strategies, using technical, fundamental, and quantitative modeling in portfolio construction and management.

Michael Domingo is a CFP® professional with 23 years of experience in financial advising. He is the sole advisor at Cadence Financial Advisors, LLC, an independent firm based in Allen, TX. His career includes over 20 years with Cadence Financial Advisors and a brief tenure at Farther Finance Advisors, LLC. Cadence Financial Advisors provides wealth management, financial planning, and limited-scope investment consulting to individual and high-net-worth clients. The firm employs a long-term investment approach primarily focused on institutional mutual funds, ETFs, and individual securities, tailoring portfolios to clients' objectives and risk tolerance while maintaining ongoing monitoring and due diligence.

Robert Badali is the principal of MONUMENT Retirement & Wealth Advisory, LLC in Allen, TX, with 11 years of industry experience. He has been with MONUMENT Retirement & Wealth Advisory since 2006 and also serves as president and insurance agent at Monument Insurance & Financial Services, Inc., where he dedicates a significant portion of his time. MONUMENT Retirement & Wealth Advisory provides fee-based financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates, and acts as a solicitor for third-party money managers. The firm’s investment approach incorporates documented client objectives and risk tolerances, using fundamental, technical, and cyclical analysis, with portfolios managed directly or through reviewed sub-advisors and third-party managers.

Chad Johnson is a CFP® and Series 65-licensed advisor with seven years of industry experience. He has served as the principal of Spartan Wealth Solutions LLC since 2018 and has a concurrent role at Arconic since 2016. Outside of advisory services, he operates Spartan Tax Solutions LLC, a tax return preparation business serving individuals and small businesses. Spartan Wealth Solutions LLC offers fee-only financial planning and advisory services to individuals, high-net-worth clients, and small businesses, emphasizing retirement, investment, and tax planning. The firm uses a long-term, buy-and-hold approach with diversified asset allocation and provides both ongoing and fee-based financial coaching and business consulting.

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.

David Gunderson is a financial advisor at US Freedom Capital Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Tobin & Company Securities LLC and Corsair Ventures, where he oversees real estate development activities. Gunderson is also a founding partner of Power Cord Energy LLC, an electricity brokerage. US Freedom Capital Advisors LLC provides investment advice and portfolio management primarily to pooled investment vehicles and individuals investing through EB-5 funds, focusing on U.S. real estate, healthcare, and EB-5–related projects. The firm employs a fundamental analysis approach and offers discretionary management with multiple fee arrangements.

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to founding Crescent Investment Solutions in 2024, he worked at Microsoft in various roles, including as a Digital Technology Specialist. Crescent Investment Solutions LLC is an independent advisory firm that provides portfolio management services primarily to individual clients. The firm uses a combination of investment strategies and manages portfolios with discretionary authority, emphasizing tailored investment policy statements and risk tolerance documentation.

Nolan Kopkin is the sole advisor at Kopkin Capital Management, LLC in Allen, Texas. He holds a Series 65 designation and has four years of industry experience. Kopkin has managed his firm since 2021 and maintains an academic appointment with the University of Wisconsin System, where he has been involved since 2013. Kopkin Capital Management, LLC is a discretionary investment manager serving pooled vehicles, institutional accounts, individual investors, trusts, and pension plans. The firm employs a momentum-focused, concentrated investment approach, typically holding 4–20 securities selected by a proprietary methodology and emphasizing frequent trading with short- to medium-term holding periods.

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Stephen Galanakis is the sole advisor at BlackBox Capital Management LLC in Allen, TX, holding a Series 65 license with five years of industry experience. Prior to founding BlackBox Capital Management in 2021, he worked at Nutanix, Pure Storage, and Commvault. Outside of advisory work, he manages a rental property business in the Dallas-Fort Worth area. BlackBox Capital Management is an independent firm providing discretionary and non-discretionary portfolio management and financial strategy to individuals, pension plans, trusts, and charitable organizations. The firm primarily uses diversified ETFs along with select individual equities and bonds, applying both fundamental and technical analysis, and employs option and margin strategies alongside a managed Treasury account for lower-risk investments.

Philip Maguire is the sole advisor at Maguire Stewardship Partners, an independent firm based in Allen, TX. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including prior roles at Smith, Frank & Partners and MassMutual Life Insurance Co. Although licensed as an insurance agent, he does not currently sell insurance products or offer them to his clients. Maguire Stewardship Partners provides investment management and financial planning services to individual and high-net-worth clients. The firm primarily uses passive portfolio construction complemented by technical analysis and may incorporate third-party managers, offering both project-based and ongoing comprehensive planning.

David Pettus is a Series 65-licensed financial advisor with six years of industry experience, operating independently through Blue Rock Capital in Allen, TX. He retired from prior work in 2015 and currently manages Blue Rock Capital as its sole advisor. Outside of advisory work, he serves as managing member for two investment-related LLCs, holding a voting role in Front Porch Investments LLC and a minor ownership interest in Bald Eagle Asset Management, LLC. Blue Rock Capital provides discretionary investment advisory and portfolio management services for individuals, high-net-worth clients, trusts, companies with excess cash, and small-business retirement plans. The firm employs a Modern Portfolio Theory-based investment approach across core asset classes and incorporates both fundamental and technical analysis, typically favoring a long-term, buy-and-hold strategy with periodic rebalancing.

Katie Brewer is a CFP® professional with 19 years of experience in financial planning and investment advisory services. She has been with Your Richest Life, LLC since 2014, where she serves as one of two advisors. The firm provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans and their participants. Your Richest Life emphasizes a passive, asset-allocation approach using index mutual funds and ETFs, offering services such as ongoing monitoring, participant education, and fiduciary retirement plan consulting.