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.

David Weber is the sole advisor at Uniplan Financial Investments Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been affiliated with Uniplan Financial Investments since 2013 and has a long-standing career dating back to 1986 through his ownership and presidency of Uniplan Financial Services, Inc. Outside of his advisory role, Weber serves as treasurer for the Dallas Association of Health Underwriters. Uniplan Financial Investments provides financial planning and consulting services primarily to individual and high-net-worth clients, referring assets to third-party money managers. The firm offers customized advice through documented investment objectives and ongoing support but does not exercise discretionary trading authority or custody client assets.

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.

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.

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.

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.

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.

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.