Jason Potts

Jordan Salim is a financial advisor at 3:23 Financial Services LLC in Richardson, TX. He holds the ChFC® designation and has prior experience at Pinnacle Family Office from 2019 to 2025. In addition to his advisory role, he works part-time as an analyst at Patmos Capital Partners. 3:23 Financial Services is an independent firm serving individuals, high-net-worth clients, trusts, and estates, managing approximately $1.5 million across 18 client relationships. The firm provides financial planning through a quarterly subscription model and offers discretionary portfolio management and alternative asset due diligence tailored to each client’s goals and risk tolerance.

Collin Lafollette is a financial advisor at Bent Tree Trust Advisors, LLC in Richardson, TX, with 21 years of industry experience. He holds a Series 63 designation and has worked at Bent Tree Trust Advisors since 2018. Outside of his advisory role, he is a partner and investor in KDL Medical Inc. Bent Tree Trust Advisors serves individual and high-net-worth clients with financial planning, consulting, and referral-based investment supervisory services. The firm uses a long-term, buy-and-hold investment approach based on Fama–French principles and relies on third-party sub-advisors for portfolio management.

Raju Gadiraju is the sole advisor at his independent firm in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a self-employed financial advisor since 2004. In addition to his advisory work, he is also a licensed insurance agent, providing individual and group insurance benefits. His firm offers continuous investment advisory services and portfolio construction for individuals, retirement plans, trusts, and business entities. The firm manages approximately $14.1 million across 28 client accounts, employing both fundamental and technical analysis with a focus on discounted cash-flow and intrinsic-value stock selection, and typically manages client assets on a non-discretionary basis.

Daniel Tarsha is a CFP® with 15 years of experience in financial advising. He currently leads TexWealth, an independent firm, and previously worked at Strata Wealth Advisors, Fidelity Charitable, Northern Lights Distributors, and Balter Liquid Alternatives. TexWealth provides portfolio management and personalized financial planning for individual and high-net-worth clients, using a combination of charting, fundamental analysis, and modern portfolio theory to guide long-term trading and asset allocation. The firm manages discretionary portfolios across a variety of asset classes and employs planning projections to align client risk levels with their objectives.

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.