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.

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.

Minab Mulugheta is a financial advisor at Everglade Capital, LLC in Frisco, TX, holding a Series 65 designation with several years of experience across financial services and corporate roles. His previous positions include work at SagePoint Capital Partners LLC, Union Home Mortgage, Celanese, NRL Mortgage Servicing, and PricewaterhouseCoopers. Everglade Capital is an independent registered investment adviser serving high-net-worth individuals, families, trusts, foundations, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management alongside a range of planning services, including estate, succession, tax coordination, and family governance, with a focus on diversified portfolios and selective use of alternative investments.

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.

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.

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. My core service offering is integrated financial planning accessed through a monthly subscription. The premium service offering includes both integrated financial planning and investment management. 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 17 years, Pavi. I also playing tennis, practicing yoga and escaping into a good book. I am always grateful to spend time with my beautiful 11-year-old daughter Veda. I am a member various organizations including the XY Planning Network, NAPFA and the Global Financial Planning Institute.

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.

Joseph Rugger is the sole advisor at Bridge to Wealth LLC in Corinth, TX. He holds a Series 65 designation and has six years of industry experience. Prior to founding Bridge to Wealth, he worked with Aquire Wealth Advisors and has maintained a CPA accounting practice specializing in dental practice accounting and tax services. Bridge to Wealth LLC serves individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a Modern Portfolio Theory-based approach with primarily passive investment management, offering diversified portfolios tailored to client needs, along with retirement-plan consulting and educational seminars.

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.

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.

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!

Robert Jones is a financial advisor at Deerwood Capital, LLC in Frisco, TX, holding a Series 65 designation with 8 years of industry experience. He joined Deerwood Capital in 2017 after a year at SFMG Wealth Advisors. Jones is also an independent insurance agent since 2021. Deerwood Capital provides portfolio management and retirement-plan services to individuals, trusts, businesses, and pension plans, using a combination of fundamental, technical, and cyclical analysis with primarily low-cost, passive allocations. The firm offers both discretionary and non-discretionary management and is notable for its focus on retirement plan consulting and implementation.

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.

John Mckeel is a financial advisor at Mckeel Capital Management in Flower Mound, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Mckeel Capital Management since 2009. Mckeel Capital Management is a fee-only, independent investment adviser serving individuals, including high-net-worth clients, as well as corporate and business entities. The firm offers financial planning, consulting, and portfolio management, implementing customized investment policies with a focus on both third-party managers and a variety of securities, typically managing client assets on a discretionary or non-discretionary basis.

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.

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.

Richard Omobogie is a CFP® professional with 16 years of industry experience. He has been the owner and principal advisor at Zuwa Financial LLC since 2016. In addition to his advisory role, he serves as the owner and CEO of Zuwa Tax Consulting LLC, dedicating half of his time to this concurrent accounting and tax practice. Zuwa Financial LLC provides investment management and financial planning services to individuals, high-net-worth clients, and business clients. The firm uses primarily passive, asset-allocation strategies and integrates its tax consulting expertise to support coordinated tax planning alongside investment 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.