Casey Short

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.

Carlos Lopez is the sole advisor at Two Pillars Asset Management in Frisco, TX. He holds Series 63, 65, and 66 designations and has 13 years of industry experience. His prior roles include positions at CWM Advisors, LLC d/b/a Inspire and Creative Financial Designs, Inc. Two Pillars Asset Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, ERISA retirement plans, and charitable organizations. The firm employs a process that combines quantitative and fundamental analysis, modern-portfolio theory, and faith-based screening to align investments with client values, and offers specialized services such as ERISA pension consulting and model-portfolio licensing.

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.

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.

Robert Jones is a financial advisor at Deerwood Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at SFMG Wealth Advisors and Fxcm. Since 2021, he has also been an independent insurance agent. Deerwood Capital, LLC is a state-registered independent adviser serving individuals, trusts, businesses, and pension and profit-sharing plans. The firm uses fundamental, technical, and cyclical analysis to build low-cost, diversified portfolios primarily with ETFs, employing strategies such as dollar-cost averaging and tax-loss harvesting. Deerwood manages assets both discretionary and non-discretionary, leveraging sub-advisory relationships and the Betterment for Advisors platform. The firm is notable for its inclusion of pension consulting and pension/profit-sharing plan clients.