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.

Theo Halbardier is a CFP® certificant with seven years of industry experience. He is currently the sole advisor at The Financial Sciences Company, LLC, an independent firm he joined in 2025. His prior work includes roles at Sealy Investment Securities, Ashford Securities, and Bank of America, among others. The Financial Sciences Company, LLC is a newly formed, state-registered investment adviser that plans to serve a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a tailored investment process combining fundamental, macroeconomic, technical, and quantitative analysis, and offers services such as portfolio management, financial planning, retirement-plan consulting, and educational seminars.

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.

Robert Jones is a financial advisor at Deerwood Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at SFMG Wealth Advisors and Fxcm prior to joining Deerwood Capital in 2017. Since 2021, he has also been an independent insurance agent. Deerwood Capital provides portfolio management and retirement-plan level services to individuals, trusts, businesses, and pension plans. The firm customizes strategies employing fundamental, technical, and cyclical analysis with a focus on low-cost, passive allocations utilizing equity and fixed-income ETFs.

Rakaan Kayali is a CFA® charterholder and holds a Series 65 license. He is the sole advisor at Halal Alpha, where he has worked since 2025. His prior experience includes roles at Practical Finance and Bashar and Fadia's Financing Co. before transitioning into investment management. Halal Alpha is an investment manager specializing in pooled vehicles and institutional accounts, offering discretionary portfolio management, tailored financial planning, and a subscription securities-rating service. The firm employs a values-based investment approach focused on equities and non-U.S. securities consistent with halal principles, combining fundamental and quantitative analysis with a long-term trading orientation.

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.

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.

David Machemehl is a financial advisor at Asset Management Corporation in Frisco, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Crispian Venture Capital, LLC for 12 years before continuing his advisory role at Asset Management Corporation since 2005. Asset Management Corporation provides investment advisory services to individuals, retirement accounts, trusts, and high-net-worth clients. The firm focuses on tailored portfolio management and offers recommendations on U.S. growth and growth-and-income stocks, bonds, CDs, and money-market instruments, operating primarily on a non-discretionary basis with an individualized asset allocation process.

Phillip Ristau is the sole advisor at Ristau Capital, LLC in Frisco, TX, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, TIAA-CREF, and Tata Consulting. Outside of his advisory work, he is employed part-time as a rural mail carrier. Ristau Capital, LLC is an independent investment advisory firm serving individual and high-net-worth clients with separately managed equity portfolios. The firm employs fundamental analysis to build concentrated, event-driven portfolios across three strategies and offers both discretionary and non-discretionary services, using performance-based fees for qualified clients alongside asset-based fees.

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.

John Gay is a CFP® certificant with 23 years of industry experience. He has been the sole advisor at Frisco Financial Planning, an independent firm in Frisco, TX, since 2004. Frisco Financial Planning serves individuals, businesses, and trustees with fee-for-service financial planning, investment advice, and discretionary asset management. The firm emphasizes asset allocation and diversified exposure primarily through mutual funds and ETFs, tailoring strategies based on client goals and risk tolerance.

Venu Vallabhaneni is a financial advisor at CapitalAlphabet with three years of industry experience. He holds a Series 65 designation and previously worked at Bank of America for 13 years. In addition to his advisory role, Vallabhaneni is a licensed real estate agent. CapitalAlphabet is an independent firm that provides discretionary portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charities, and business entities. The firm employs a fundamental, research-intensive approach with concentrated portfolios focused on long-term capital preservation and uses a broad range of investment instruments, including equities, fixed income, and derivatives.

Michael Mc Erlane is a CFP® with seven years of industry experience, currently serving as the sole advisor at Comprehensive Financial Planning for Doctors, LLC in Frisco, TX. He previously worked at Northwestern Mutual in various capacities from 2018 to 2021. Comprehensive Financial Planning for Doctors, LLC provides fee-only financial planning and advisory services primarily to physicians and other professionals. The firm focuses on passive, low-cost investment strategies and offers both standalone plans and ongoing engagements, with client meetings conducted nationally, often virtually.

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.

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.