Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among the portfolio best suited for each client's particular situation.

My name is Neil Krishnaswamy. I have long been intrigued by the challenge we face to live the most abundant life we can NOW while also building a secure foundation for the future. For over the past decade, I’ve sought answers by building and refining processes to help people allocate their resources in line with their goals and make better decisions. This journey has manifested into the formation of an independent financial planning and investment firm, called Krishna Wealth Planning. With a diverse background as both a technology professional and advisor for a wealth management firm, I utilize unique skills and a process-based approach to help manage the complexity of my clients’ financial lives. I identify the risks and trade-offs that need to be made while carefully executing the details of their financial and investment plans. I also seek to educate the broader public through writing, pro bono services, and interactions with the media. Krishna Wealth Planning has service offerings ideal for Gen X families along with Baby Boomers seeking retirement income planning. Please see the firm’s website for more details on services and pricing. You may also schedule a free discovery consultation to learn if these services are the right fit for you and your family. On a professional note: I became a CERTIFIED FINANCIAL PLANNER™ professional in 2014 and received my Retirement Income Certified Professional (RICP®) certification in 2016. In addition, I am an IRS Enrolled Agent (EA) and earned a B.S. degree in Electrical Engineering from Purdue University. On a personal note: I live in McKinney, Texas (North Dallas area) along with my lovely wife of over 20 years, Pavi. I also enjoy long walks with my German Shepherd, practicing yoga and escaping into a good book. I am always grateful to spend time with my beautiful daughter Veda. I am a member various organizations including the XY Planning Network, NAPFA and the Global Financial Planning Institute.

Collin Lafollette is a financial advisor at Bent Tree Trust Advisors, LLC with 22 years of industry experience. He holds a Series 63 designation and has worked with Bent Tree Trust Advisors since 2018. Outside of his advisory role, Lafollette is a partner and investor in KDL Medical Inc., a non-investment-related business. Bent Tree Trust Advisors is a single-adviser independent firm serving individual clients with financial planning, investment advisory, and portfolio oversight services, integrating insurance and annuity solutions alongside advisory work.

Raju Gadiraju is an independent financial advisor operating as a sole proprietor in Plano, TX, with 11 years of industry experience and Series 63 and 65 licenses. He has been self-employed since 2004 and is also licensed as an insurance agent, providing individual and group insurance benefits. His insurance work is separate from his advisory services. His firm delivers personalized investment advisory services to individuals, retirement plans, trusts, estates, and business entities. It emphasizes non-discretionary portfolio management using fundamental and technical analysis, serving a small client base with accounts managed through an independent custodian.

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® with 16 years of experience in the financial industry. He is currently the sole advisor at TexWealth, an independent registered investment adviser, and has previously worked at Strata Wealth Advisors, Fidelity Charitable, and Osaic FA. TexWealth provides ongoing portfolio management and planning services to individuals and high-net-worth clients, emphasizing tailored investment plans documented in Investment Policy Statements. The firm combines modern portfolio theory, fundamental, and technical analysis primarily through long-term investments in ETFs, mutual funds, equities, REITs, and Treasury inflation-protected securities.

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 25 years of experience in the financial industry. He is the principal advisor at Bragg Comer Financial Advisors, LLC, an independent firm he founded in 2014. Prior to establishing his own firm, Comer worked at SSN Advisory, Inc., Cambridge Investment Research Advisors, and FSC Securities Corporation. Bragg Comer Financial Advisors, LLC provides fee-only investment management services primarily to individuals, trusts, and estates, focusing on retirement plan management and retired clients. The firm employs a long-term purchase strategy tailored to client objectives, risk tolerance, and tax considerations, with Charles Schwab serving as the sole custodian.

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.

Clair Crossland is the principal and sole advisor of LFS RIA, LLC in Dallas, TX, with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been with LFS RIA since 2010, as well as with Lifetime Financial Strategies since 1987. His activities include serving as an expert witness in lawsuits related to fixed insurance products and involvement as a passive partner in family farming ventures. LFS RIA, LLC is an independent Registered Investment Adviser providing wealth and income planning, financial planning, and portfolio management to individuals, families, pension and profit-sharing plans, trusts, estates, and small businesses. The firm combines low-risk, moderate-risk, and growth-oriented investments through an asset-allocation approach informed by efficient-frontier principles, integrating commissionable insurance and banking products alongside traditional investment offerings.

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.

Jane Macadams is the sole advisor at Mac Adams Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 designations with 17 years of industry experience. She has led her independent firm since 2008. Mac Adams Wealth Advisors, LLC provides personalized financial planning, portfolio and asset management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers retirement plan consulting, estate-planning advice, and ongoing oversight of annuity subaccounts, sponsoring two Asset Management Programs and utilizing a broad investment toolkit with a fiduciary standard.

Krishna Velaga is a financial advisor at Velaga Advisors with a Series 65 credential and two years of industry experience. He previously worked at Texas Instruments for 28 years. Outside of his advisory role, he is involved in several business activities related to land ownership through multiple LLCs. Velaga Advisors serves individual and high-net-worth families by providing discretionary portfolio management, financial planning, and tax-aware strategies. The firm manages approximately $32 million for a limited client base, combining in-house portfolio construction with institution-style, complex sub-advisor strategies under its direct oversight.

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 no prior industry experience. Before joining Hyvorian Financial in 2025, he worked at Hub International and Visa, among other positions. He is currently winding down ownership of Hyvorian LLC, which has been inactive since early 2024. Hyvorian Financial provides biblically grounded, stewardship-aligned financial planning and investment advisory services to individuals, families, charitable organizations, corporations, and institutional clients. The firm emphasizes long-term stewardship and integrates charitable giving strategies, offering services such as investment management, comprehensive planning, educational seminars, and estate planning facilitation.

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.

Joshua Hutt is a financial advisor at Artair Financial with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Principal Financial Network and Charles Schwab. Outside of advising, he is involved in the sales and service of fixed insurance products. Artair Financial is a registered investment adviser that provides portfolio management, financial planning, and insurance product sales to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and technical analysis with a range of investment strategies and integrates advisory services with insurance brokerage activities.