Neil Krishnaswamy

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.

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.

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.

Robert Brooks is a financial advisor with Prudent Money Financial Services in Addison, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 12 years and has operated Rp Brooks Financial, Inc. since 2000. Brooks is also an author, selling a book through his own publishing business. Prudent Money Financial Services provides fee-based investment management and personal financial planning primarily for individuals, as well as pension and profit-sharing plans, trusts, estates, and institutional clients. The firm employs an actively managed, contrarian investment approach using strategic and tactical asset allocation, trend analysis, and diversification, and offers public education through a radio program, seminars, and a nonprofit foundation.

Gregory Jardine is the sole advisor at Jardine Financial Group, an independent registered investment adviser based in Richardson, TX. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Jardine has led his firm since its founding in 2015. Jardine Financial Group provides discretionary asset management and financial planning primarily for individuals, including high-net-worth clients. The firm employs a combined quantitative and qualitative investment process based on modern portfolio theory and manages client accounts on a discretionary basis with documented Investment Policy Statements.

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.