Frederick Talbot is a financial advisor at Artham Advisors in Dallas, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at firms including Deloitte Consulting and Keurig Dr Pepper Inc. Outside of advisory work, he is involved in separate real estate and wellness businesses. Artham Advisors provides investment management and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a strategic asset allocation framework incorporating both passive and active investment approaches and offers discretionary and non-discretionary account management with regular client reporting.

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.

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Robert Baird & Co. since 2002. Outside of advising, he is involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a broad investment toolkit and an open-architecture platform, managing over $1.1 billion in client assets as of December 31, 2025.

Jordan McFarland is a financial planner with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses as well as the CFP® designation. Jordan is also an Enrolled Agent, permitted to practice before the IRS, and focuses on tax planning for business owners and founders. SageSpring Wealth Partners manages approximately $8.5 billion in discretionary assets and serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based approach that incorporates asset allocation, ongoing monitoring, and both fundamental and technical analysis.

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

I began in this industry in 2010 in the aftermath of the financial crisis, working in a largely transactional, commission-based role during my first year. My employer at the time focused heavily on investments and placed little emphasis on financial advice. My following employer was fee-based - favoring the AUM business model - and focused much more on financial planning. At face value, this was a great change for me. However, as my career progressed and I learned more about our industry, my feelings on the AUM business model began to evolve. Over time, I became disenchanted with the notion that an advisor should be entitled to a cut of a client’s portfolio. It also began to dawn on me that – in this industry – most employers would value me based on how much money I brought in each year, and not necessarily on how much I was helping my clients. This ultimately is what led me to breakaway, become fully independent, and establish Fair Asset Management. I am a CERTIFIED FINANCIAL PLANNER® professional. Back in 2010 when I got my start, this was considered the “gold standard” credential of the financial planning profession. This designation - while important & valuable - represents minimum, baseline knowledge, and serves as a starting point to furthering your expertise through continuing education. I went on to become a Certified Private Wealth Advisor® professional. The CPWA® curriculum focuses on serving the needs of clients with a minimum net worth of $5 million and goes far deeper than the CFP® into areas like high-net-worth estate planning strategies, and planning for corporate executives. My experience as a CPWA® professional uniquely qualifies me to develop specific strategies to minimize taxes, monetize & protect assets, maximize growth, and transfer wealth. I then became admitted to practice before the Internal Revenue Service as an Enrolled Agent (EA). Enrolled Agent status is the highest credential the IRS awards. As taxes are intertwined with virtually every aspect of financial planning, having such a broad base of knowledge & expertise allows me to help clients navigate an ever-changing tax landscape. Enrolled Agents, like tax attorneys & CPAs, are unrestricted as to what types of tax matters they can handle. In addition to the above credentials, I am also a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®).

Jian Kong is a financial advisor with Amerina International Capital Management LLC in Dallas, TX, holding a Series 65 credential and 14 years of industry experience. He previously worked at Alphabetwise Capital LLC for one year and has managed Amerina since its founding in 2012. Amerina International Capital Management LLC provides discretionary investment supervisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in managing portfolios primarily composed of equities, bonds, fixed income, ETFs, and REITs, with an international research focus supported by a collaboration with Fine Assets Investments Limited.

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

David Weber is a financial advisor with Uniplan Financial Investments Inc. in Dallas, TX, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Ameritas Life Insurance Corp and Ameritas Investment Corp and has been involved in the financial services industry since 1986 as owner and president of Uniplan Financial Services, Inc. He serves as treasurer of the Dallas Association of Health Underwriters. Uniplan Financial Investments provides financial planning and consulting primarily to individual and high-net-worth clients, referring assets to third-party money managers. The firm offers customized advice based on documented investment objectives and conducts ongoing reviews without exercising discretionary trading authority over client accounts.

Kyle Lee is a financial advisor at Bard Investment Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Bard Investment Group in 2025, he worked at American First Finance, People 2.0, ACE Cash Express, and D.R. Horton. In addition to his advisory role, he maintains a separate contract programming business. Bard Investment Group provides financial planning, portfolio management, and educational seminars primarily for individuals, high-net-worth individuals, and small businesses. The firm emphasizes low-cost, broadly diversified index funds and ETFs, with portfolio management conducted on a non-discretionary basis and regular client reviews.

James Browne is a financial advisor with Coleman River Capital LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Coleman River Capital since 2003, serving as the firm's sole advisor. Coleman River Capital LLC provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm manages separately managed accounts and private pooled investment vehicles, combining technical and fundamental analysis to implement concentrated long and short portfolios primarily focused on U.S. equities, ETFs, and listed options using a range of trading strategies.

Carlos Lopez Jr. is the sole advisor at Two Pillars Asset Management in Frisco, TX, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at the firm since 2019, following two years at CWM Advisors, LLC d/b/a Inspire. Two Pillars Asset Management is an independent registered investment adviser serving individuals, high-net-worth clients, ERISA plans, and charitable organizations. The firm combines faith-based investing with quantitative and fundamental analysis, providing discretionary portfolio management, financial and estate planning coordination, and model portfolio services.

Austin Taylor is a CFA® charterholder and holds a Series 63 license with eight years of industry experience. He has been the sole advisor at Bow Stream Investments LLC since 2015. Bow Stream Investments LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and managed investment pools. The firm focuses on fundamental and economic analysis, specializing in microcap U.S. common stocks with concentrated core portfolios, and employs a variety of strategies including options and leverage for qualified accounts.

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.

Robert Brooks is the principal of Prudent Money Financial Services in Addison, TX, with 34 years of industry experience. He has operated Rp Brooks Financial, Inc. since 2000 and holds a Series 63 designation. Outside of advisory work, he is also an author of a book titled *Deceptive Money*. Prudent Money Financial Services provides fee-based money management and personal financial planning primarily to individual investors, as well as institutional clients such as pension and profit-sharing plans. The firm uses a contrarian, actively managed approach with strategic and tactical asset allocation, offering diversified portfolios tailored to clients' risk profiles.

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.

Ryan Ammon is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He currently leads Double Eagle Wealth Management LLC in Dallas, TX, where he has worked since 2024. Prior to this, he spent 12 years at Edward Jones. Ammon is also a licensed insurance agent specializing in fixed insurance products. Double Eagle Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement consulting to individuals, high-net-worth clients, nonprofits, and corporate entities. The firm offers a range of investment options and retirement plan advisory services, distinguishing itself with a client base that includes both individual and corporate pension clients.

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!