Vijay Duraipalam is a financial advisor at Auri with a Series 65 designation and experience beginning in 2025. Prior to joining Auri, he worked at Charles Schwab and several other companies across various industries. Auri is a Texas-registered investment adviser serving individual investors and small businesses with model portfolios mainly composed of ETFs and mutual funds. The firm emphasizes long-term strategic asset allocation and passive, diversified exposure, offering both discretionary and non-discretionary management alongside digital tools and financial planning support.

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Joseph Rugger is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Tooth & Coin Wealth and has a background that includes roles at Bridge to Wealth LLC, Aquire Wealth Advisors, and accounting positions with a focus on dental practices. Rugger also serves as Accounting Director at Vanhorn Accounting, where he supervises accounting managers and handles back-end accounting for dental clients. Tooth & Coin Wealth is an independent advisory firm managing approximately $22.3 million for around 54 clients, including individuals and some high-net-worth clients. The firm offers discretionary portfolio management and financial planning services using a primarily passive, asset-allocation-driven approach, complemented by educational seminars and pension consulting for employer retirement plans.

Charles Fox is a financial advisor at Avenue Retirement Services with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Avenue Retirement Services since 2012. Avenue Retirement Services provides financial planning, investment consultation, and ongoing supervisory services for individuals, trusts, estates, and businesses. The firm employs an active asset-management approach that incorporates multiple analytical methods and offers educational workshops on retirement strategies, college funding, and estate planning.

Russell Wallace is a financial advisor at Boggs Wallace Wealth Partners LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He also serves as the CFO of Altius Healthcare Management LLC and operates an accounting practice. Boggs Wallace Wealth Partners LLC offers discretionary portfolio management and integrated financial planning services for individual clients, including both high-net-worth and non-HNW accounts, with no minimum account size. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and technical analysis to implement long- and short-term investment strategies across diverse asset classes.

Steven Bloch is a CFP® with 18 years of industry experience. He is the sole advisor at Bloch Private Wealth, LLC, where he has worked since 2017 following a 12-year tenure at MHB Financial Group, LLC. Outside of investment advisory services, Bloch is involved in tax compliance and consulting as part of his business activities. Bloch Private Wealth provides comprehensive wealth management services to individuals, trusts, and retirement plans, including tax compliance, financial planning, estate and retirement planning, insurance review, and discretionary investment advisory services. The firm manages assets through tiered Managed Account Programs that utilize proprietary model portfolios and third-party managers, with an emphasis on asset allocation and ETF strategies supported by fundamental and technical analysis.

Michael Allison is the sole advisor at Red Tree Investments with 22 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at MDX Wealth Management. Outside of his advisory role, Allison owns Texas Investment Training LLC, which provides training to Texas municipalities on public funds investment regulations and related topics. Red Tree Investments offers fee-based advisory and portfolio management services to individuals and various institutional clients, including retirement plans and local governments. The firm employs a long-term, value-oriented investment approach focused on U.S. equities, REITs, and ETFs, and provides pension consulting and municipal services, including fiduciary roles under ERISA, within a single-advisor structure.

Christopher Phillips is a financial advisor with Frontstage Financial LLC in Lewisville, TX. He holds a Series 66 designation and has four years of industry experience. Prior to founding Frontstage Financial, Phillips worked at MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Goldman Sachs, and Fidelity Investments. Frontstage Financial provides wealth management and financial planning services to individuals and high net worth clients, utilizing both discretionary and non-discretionary investment management across mutual funds, ETFs, individual stocks and bonds, and retirement accounts. The firm emphasizes a fiduciary approach based on fundamental analysis and a long-term investment horizon, using low-cost diversified funds and outside managers selected through due diligence and oversight.

Dale Mcmullen Jr. is a CFP® with 25 years of industry experience and has been the sole advisor at Financial Advantage since 2003. He holds Series 63 and Series 65 securities registrations. Financial Advantage serves individual clients by providing financial planning and investment advice, including retirement, college, and insurance planning, alongside ongoing portfolio management. The firm emphasizes diversification through mutual funds and ETFs, uses a primarily non-discretionary model, and maintains a small client roster with a focus on individualized account oversight.

Mark Stoecker is the principal advisor at Stoecker Financial, Inc. in Lantana, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in financial planning and insurance services through affiliated entities since 1991. Stoecker also operates On The Mark Money, Inc., which provides financial planning services and marketing support for his advisory firm. Stoecker Financial offers asset-allocation investment advisory and wealth management services to individuals, high-net-worth clients, trusts, and business entities. The firm uses a formula-driven, rules-based approach with institutional money managers and co-advisors, incorporating insurance products and educational resources as part of its offerings.

Niels Buksik is a CFP® professional with 16 years of experience in the financial services industry. He is the principal advisor at Anchory, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Anchory, LLC provides discretionary and non-discretionary investment management to individuals and high-net-worth clients, combining financial planning services at no additional charge. The firm utilizes a blend of passive and active investment strategies with a focus on personalized portfolio management for a small client base.

Wheeler Pulliam is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He is the principal at Xponify, Inc., an independent firm, and has prior experience with Cetera and Edward Jones. He is also an independent insurance agent. Xponify, Inc. provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, using a modern portfolio theory approach and preparing written Investment Policy Statements for each client. The firm manages portfolios of mutual funds, fixed income, equities, ETFs, and insurance products, and offers fixed-fee financial planning engagements.

Quinn Sowell is a CFP® with 20 years of experience in financial advising and has operated P38 Enterprises, Inc. in Denton, TX since 2002. He also prepares tax returns and represents clients before the IRS as part of his work at P38 Enterprises. P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term buy-and-hold investment approach with fundamental analysis and strategic asset allocation, while also offering tax preparation, IRS representation, and insurance services.

Corey Winten is a financial advisor at Winten Investment Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with his firm since its founding in 2011. In addition to his advisory role, he operates as a licensed independent insurance agent, focusing on term life and long-term care insurance. Winten Investment Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and business entities. The firm follows a long-term, income-focused investment approach based on the Random Walk Hypothesis, managing client assets directly with diversified portfolios designed to generate and manage cash flow over multi-year horizons.

Justin Thomas is a financial advisor at Frontline Wealth Management in Denton, TX. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he has worked as a police officer with the City of Denton Police Department since 2012. Frontline Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a blend of fundamental, technical, cyclical, and Modern Portfolio Theory approaches, combining both passive and active investment vehicles, and routinely selects independent outside managers while maintaining overall oversight.

Jill Taylor Gordon is the sole advisor at Taylor Financial Consulting in Lantana, TX, holding a Series 63 designation and bringing 24 years of industry experience. She has led her firm since 1996 and also serves as CEO of two separate businesses: a home construction and remodeling company and a dealer in gold and silver coins and bullion. Taylor Financial Consulting provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm emphasizes fundamental security analysis and a combination of short- and long-term investments, managing client accounts on a non-discretionary basis and utilizing third-party tools from Buckingham Strategic Partners for asset allocation, reporting, and rebalancing services.

Brian Neff Sr. is a financial advisor with Fiduciary Wealth Management, LLC., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Fiduciary Wealth Management since its founding in 2017 and also leads an independent insurance brokerage, Insurance Suite, LLC, which he co-founded in 2006. Fiduciary Wealth Management serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, participant account advice, and referrals to third-party money managers. The firm emphasizes a model that combines third-party manager referrals with discretionary oversight of participant accounts and maintains an affiliation with insurance activities through its principal.

Pranav Shingala is a financial advisor at Prudent Prosperity with a Series 65 credential and one year of industry experience. He previously worked at The Goldman Sachs Group, Inc. for ten years and has held roles at several other firms including MyTimeEquity, LLC and Tax Planning Consultants LLC. He also owns Prudent Wealth Solutions, LLC, a firm providing accounting and tax preparation services. Prudent Prosperity offers investment management services primarily to pooled vehicles and institutional clients, while also providing subscription-based and customized financial planning, tax, and estate planning services to individual households. The firm’s approach combines Modern and Post-Modern Portfolio Theory with a focus on long-term, tax-aware ETF allocations and selective use of alternative investments.

Jonathon Oden is a financial advisor at AESOP ADVISOR, LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He has been with AESOP ADVISOR since 2019 and also maintains a professional role as a certified music therapist and educator through Oden Music Therapy. AESOP ADVISOR serves individual investors with fee-only portfolio management and financial planning, primarily using exchange-traded funds. The firm employs a long-term, passive investment approach with broad diversification and accommodates client-specific constraints, while providing educational publications and client webinars.

Kyle Eaton is a CFP® with 17 years of industry experience and is the sole advisor at Hedgefield Wealth Management in Denton, TX. He previously worked at Rench Wealth Management from 2012 to 2018 before joining Hedgefield Wealth Management. Eaton is also the founder and president of Counterbalance Divorce Solutions, a consulting service that provides financial planning support to women going through divorce. Hedgefield Wealth Management offers wealth management, financial planning, and consulting services to individual clients, combining asset management with comprehensive financial plans and Investment Policy Statements. The firm employs a mix of fundamental analysis, modern portfolio theory, technical approaches, and model portfolio strategies, managing diversified portfolios that may include derivatives and held-away accounts.