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.

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.

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.

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.

William Kell is a financial advisor at Abbington Wells LLC in Lucas, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Abbington Wells since 2011. Abbington Wells primarily serves individual clients while also managing corporate, trust, and institutional accounts, offering portfolio management and various financial planning services. The firm employs asset-allocation strategies combining passive and active investments, using multiple analytical methods, and supports a range of approaches including options and leverage.

Chad Johnson is a CFP® and holds a Series 65 license, with seven years of experience in financial advising. He has been with Spartan Wealth Solutions LLC (formerly Avalanche Financial) since 2018 and has prior work experience at Arconic and Alcoa Inc. In addition to his advisory role, he operates Spartan Tax Solutions LLC, providing tax return preparation for individuals and small businesses. Spartan Wealth Solutions LLC is a fee-only financial planning firm serving individuals, high-net-worth clients, and small businesses. The firm offers comprehensive planning and consulting services focused on long-term, non-discretionary investment strategies and combines accounting expertise with a solo advisor model.

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.

David Gunderson is a financial advisor at US Freedom Capital Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Tobin & Company Securities LLC and Corsair Ventures, where he oversees real estate development activities. Gunderson is also a founding partner of Power Cord Energy LLC, an electricity brokerage. US Freedom Capital Advisors LLC provides investment advice and portfolio management primarily to pooled investment vehicles and individuals investing through EB-5 funds, focusing on U.S. real estate, healthcare, and EB-5–related projects. The firm employs a fundamental analysis approach and offers discretionary management with multiple fee arrangements.

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC with a Series 65 credential and one year of industry experience. Prior to founding his advisory firm, he held various roles at Microsoft and other technology companies. In addition to his advisory work, he is employed full-time as a Digital Technology Specialist at Microsoft. Crescent Investment Solutions LLC is a single-advisor registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual clients. The firm employs a variety of analytical methods and combines long- and short-term trading strategies across multiple asset classes, focusing on individualized advisory relationships rather than pooled or institutional mandates.

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Ilya Kisin is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been the principal and sole advisor at Kisin Wealth Management LLC since 2017 and previously worked at SSI Investment Management from 2013 to 2019. Kisin Wealth Management LLC provides fee-based advisory services to individual clients and their trusts and estates, specializing in discretionary, custom portfolio management with a tactical allocation focus. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes derivatives and option strategies within separately managed accounts.

Daniel Harvey is the sole advisor at DH Asset Management, LLC, an independent firm based in Parker, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 11 years at Patronus Advisors before founding his current firm in 2019. DH Asset Management provides discretionary asset management services to individuals, families, and trusts, focusing on asset allocation as the primary driver of performance. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions and manages portfolios through mutual funds, ETFs, individual equities, and bonds.

Billy Briggs is a financial advisor with Clear and Simple Financial Group LLC in Allen, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at USAA Investment Management Company and related USAA entities, spanning from 2011 to 2020. Outside of his advisory work, Briggs is a self-employed musician since 1995. Clear and Simple Financial Group LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a range of analytical methods and focusing on long-term trading and cash-flow portfolio construction. The firm operates with a small client base and incorporates an active insurance practice, with Briggs licensed to recommend insurance and annuity products.

Mengting Xia is the sole advisor at NorStar Financial of Plano, LLC, holding a Series 65 designation and possessing seven years of industry experience. Xia has been with NorStar Financial since 2018 and was self-employed in the financial sector from 2010 to 2018. NorStar Financial of Plano is a fee-only investment adviser serving individual households and families with customized financial planning and portfolio management. The firm employs a combination of modern portfolio theory, fundamental and top-down analysis, and strategic and tactical asset allocation, with regular portfolio reviews and client communications.

Charles Manthey is a CFP® with 38 years of experience in financial services. He is the president and sole advisor of Bluechip Financial Planning, Inc., an independent firm based in Richardson, TX. Before founding Bluechip Financial Planning, he worked at Securities America, Inc. for 28 years. Manthey also serves as a voting board member of the Prairie Club. Bluechip Financial Planning serves individual clients, including high-net-worth individuals, offering financial planning and asset management through both discretionary and non-discretionary accounts. The firm uses a combination of fundamental, technical, and economic analyses along with outsourced platforms and model portfolios to manage client accounts.

Bob Knode is the President and Founder of Knode Wealth Management, bringing over two decades of comprehensive financial planning experience to clients throughout Texas and beyond. A 2004 graduate of Texas Tech University with a Bachelor of Science degree in Personal Financial Planning, Bob has built his practice on a foundation of technical expertise and Catholic values-based investing principles. As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and an Enrolled Agent (EA), Bob offers a unique combination of investment management and tax planning expertise. His dual credentials allow him to create highly customized financial strategies while also providing advanced tax preparation services and representing clients directly with the IRS on tax matters. Bob specializes in serving executives, small business owners, retirees, and Catholic families who seek financial guidance aligned with their faith and values. His areas of expertise include: -Executive benefits planning and optimization -Comprehensive tax planning and preparation -Catholic values-based investment strategies -Retirement planning and wealth management -Small business financial planning

Nathaniel Gardner is a financial advisor at Prime Personal Finance with one year of industry experience. He holds a Series 65 designation and previously worked at Wayfair and NetScout. His background includes nearly two decades as a software engineer in computer science. Prime Personal Finance provides tailored financial planning, ongoing review, and education to individuals and households through virtual meetings and regular communication. The firm emphasizes fixed-income securities and mutual funds, offering advisory guidance without discretionary authority or custody, and operates on a fixed monthly fee model without commissions or performance-based fees.

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including International Capital Management Corp, Personal Capital, Scottrade, and TD Ameritrade. He has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm serving individuals and high-net-worth clients. The firm primarily implements passive, asset-class-based portfolios guided by Modern Portfolio Theory, complemented by fundamental analysis and manager due diligence when recommending outside managers or investments.