Russell Wallace

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.

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.

Steven Bloch is a CFP® with 18 years of industry experience. He is the sole advisor at Bloch Private Wealth, LLC, where he has worked since 2017 following a 12-year tenure at MHB Financial Group, LLC. Outside of investment advisory services, Bloch is involved in tax compliance and consulting as part of his business activities. Bloch Private Wealth provides comprehensive wealth management services to individuals, trusts, and retirement plans, including tax compliance, financial planning, estate and retirement planning, insurance review, and discretionary investment advisory services. The firm manages assets through tiered Managed Account Programs that utilize proprietary model portfolios and third-party managers, with an emphasis on asset allocation and ETF strategies supported by fundamental and technical analysis.

Michael Allison is a financial advisor with Red Tree Investments in Denton, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Prior to joining Red Tree Investments in 2022, he worked at MDX Wealth Management for six years. He is also the owner and instructor of Texas Investment Training LLC, which provides training to Texas municipalities on the Public Funds Investment Act and related regulations. Red Tree Investments is an independent registered investment adviser serving individuals and institutional clients, including retirement plans, trusts, and local government entities. The firm employs a long-term, value-oriented investment approach focused on U.S. equities, publicly traded REITs, and ETFs, and offers pension consulting and fiduciary services for qualified plans.