I began in this industry in 2010 in the aftermath of the financial crisis, working in a largely transactional, commission-based role during my first year. My employer at the time focused heavily on investments and placed little emphasis on financial advice. My following employer was fee-based - favoring the AUM business model - and focused much more on financial planning. At face value, this was a great change for me. However, as my career progressed and I learned more about our industry, my feelings on the AUM business model began to evolve. Over time, I became disenchanted with the notion that an advisor should be entitled to a cut of a client’s portfolio. It also began to dawn on me that – in this industry – most employers would value me based on how much money I brought in each year, and not necessarily on how much I was helping my clients. This ultimately is what led me to breakaway, become fully independent, and establish Fair Asset Management. I am a CERTIFIED FINANCIAL PLANNER® professional. Back in 2010 when I got my start, this was considered the “gold standard” credential of the financial planning profession. This designation - while important & valuable - represents minimum, baseline knowledge, and serves as a starting point to furthering your expertise through continuing education. I went on to become a Certified Private Wealth Advisor® professional. The CPWA® curriculum focuses on serving the needs of clients with a minimum net worth of $5 million and goes far deeper than the CFP® into areas like high-net-worth estate planning strategies, and planning for corporate executives. My experience as a CPWA® professional uniquely qualifies me to develop specific strategies to minimize taxes, monetize & protect assets, maximize growth, and transfer wealth. I then became admitted to practice before the Internal Revenue Service as an Enrolled Agent (EA). Enrolled Agent status is the highest credential the IRS awards. As taxes are intertwined with virtually every aspect of financial planning, having such a broad base of knowledge & expertise allows me to help clients navigate an ever-changing tax landscape. Enrolled Agents, like tax attorneys & CPAs, are unrestricted as to what types of tax matters they can handle. In addition to the above credentials, I am also a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®).

Jian Kong is a financial advisor at Amerina International Capital Management LLC in Dallas, TX, with 13 years of industry experience. He holds a Series 65 designation and has been with Amerina since 2012, also working at Alphabetwise Capital LLC since 2022. Kong serves as the managing member of Amerina, overseeing daily operations and investment management. Amerina International Capital Management LLC provides discretionary investment supervisory services to individuals, high-net-worth clients, and corporations. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, utilizing both long- and short-term trading strategies with discretionary authority to execute transactions on behalf of clients.

Ivan Sacks is a financial advisor at Kingsley Advisors, LLC in Dallas, TX, with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Kingsley Advisors since 2015, with a brief tenure at National Asset Management, Inc. from 2015 to 2017. Kingsley Advisors provides discretionary portfolio management to individual and institutional clients, focusing on deep-value, out-of-favor opportunities through concentrated positions in a limited number of securities. The firm offers its investment strategy exclusively via its own wrap fee program, managing portfolios primarily through separately managed accounts.

Kyle Lee is a financial advisor at Bard Investment Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Bard Investment Group in 2025, he worked at American First Finance, People 2.0, ACE Cash Express, and D.R. Horton. In addition to his advisory role, he maintains a separate contract programming business. Bard Investment Group provides financial planning, portfolio management, and educational seminars primarily for individuals, high-net-worth individuals, and small businesses. The firm emphasizes low-cost, broadly diversified index funds and ETFs, with portfolio management conducted on a non-discretionary basis and regular client reviews.

James Browne is a financial advisor at Coleman River Capital LLC in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coleman River Capital since 2003. Coleman River Capital LLC provides investment advisory and portfolio management services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm employs a combination of fundamental and technical analysis to construct concentrated long and short portfolios using U.S. equities, ETFs, and listed options, including strategies such as short sales and margin trading tailored to client risk profiles.

Ryan Ammon is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones for 12 years before joining Double Eagle Wealth Management LLC in 2024. He is also a licensed insurance agent offering fixed insurance products. Double Eagle Wealth Management provides investment advisory and financial planning services to individuals, non-profits, corporations, and other entities. The firm manages diversified portfolios using fundamental analysis and modern portfolio theory, and offers retirement plan consulting and integrated tax-preparation support.

Ross Pauley is a CFP® professional with 25 years of experience in financial advising. He is the principal of Capital Achievements, LLC in Dallas, TX, where he has worked since 2017. Prior to that, he operated Pauley Financial Services, Inc. for over two decades and was involved with Now's the Time - Move Forward, LLC from 2022 to 2024. Capital Achievements provides investment management and financial planning services to individuals, families, and trusts, managing over $154 million in client assets. The firm focuses on active asset management, comprehensive planning, and offers both discretionary and non-discretionary account management, with a client base that is relatively small compared to its asset size.

Warren Covert is a Series 65-licensed financial advisor with Global Fiduciary Partners in Dallas, TX. He has one year of industry experience and previously worked at the U.S. Department of State. Outside of his advisory role, his background includes diverse experiences such as caregiving and international travel. Global Fiduciary Partners is a single-advisor registered investment adviser specializing in serving individuals and high-net-worth federal professionals, including U.S. Foreign Service officers and civil servants. The firm offers flat-fee financial planning, limited-scope projects, and ongoing advisory services alongside educational seminars and self-directed online programs tailored to federal employees.

Anthony Nagle is a financial advisor with Lowercase Capital, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Lowercase Capital since 2018 and concurrently holds a technical and management role at IBA Proton Therapy, Inc. outside the investment field. Lowercase Capital serves individual, high-net-worth, and business clients in Texas, providing investment advisory services and financial-literacy training. The firm employs a combination of fundamental and technical analysis within a macroeconomic context, offering equity income and equity value strategies benchmarked to public ETFs, with regular performance reporting and client statements.

Clair Crossland is a financial advisor at LFS RIA, LLC in Dallas, TX, with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been with LFS RIA since 2010, also operating Lifetime Financial Strategies since 1987. Crossland serves as an expert witness in lawsuits related to fixed insurance products and is a passive partner in family farming operations. LFS RIA, LLC is an independent registered investment adviser providing wealth and income planning, financial planning, consulting, and portfolio management services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $13.2 million in assets across 28 client households and implements asset-allocation portfolios using an efficient-frontier framework, utilizing mutual funds, ETFs, individual securities, covered-call overlays, and alternative investments.