John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

About J.K. Financial, Inc.

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.

Advisory Services Provided:

Retirement Planning, 401K Rollovers, Financial Planning for Individuals

Nick found his passion for wealth management at a young age, growing up, his household looked like quite the Brady Bunch...joy and peace permeated throughout the home and, as one of six children, he was always amazed at his parent's ability to provide in abundance. His fondest childhood memories came from the times spent around the dinner table laughing and sharing stories of their day. But that once happy and harmonious life was plagued by the unexpected...his stepfather suffered from health issues that would keep him out of work for nearly a year. This issue, coupled with economic difficulties in the family business, forced his mother to increase her hours at work to keep the family afloat. Despite her efforts, the household of eight couldn't survive on one income and as a result, the picturesque family was no more. His parents would make the difficult decision to divorce. Like Nick's family, many Americans find themselves navigating unexpected challenges and hardships without a plan. Nick believes that every family deserves financial peace. Nick believes every family deserves to have financial peace. Nick founded Third Act Wealth Management in 2023 after working with two of the largest firms in the country. He firmly believes that the path to getting what you want in life lies in helping others get what they want. He consistently finished in the top 1% for growth with his prior firm (2018-2022) as a byproduct of serving his clients well.

About Third Act Wealth Management, LLC

Third Act Wealth Management was founded by Nick Lalonde in Dallas, TX, in 2023. While working for more than a decade with business owners and their families, Nick noticed the financial services market was not meeting some of his clients real needs. People have many assets beyond financial success life satisfaction, personal growth, education, business acumen, and so much more. We believe retirement should be the pinnacle of enjoyment, ongoing growth, and success. Our proprietary approach considers our clients many assets to plot their best path forward.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

About Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206. Read articles by Jonathan Dash

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

About Disciplined Advisors Group

We're here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group - trust, commitment and caring make up the foundation that provides services to our clients.

We know financial planning and investing can be a complicated (and sometimes stressful) topic for many people, but it does not have to be. As a Certified Financial Planner^™ practitioner, Justin's primary focus is not only on helping you reach your financial goals, but helping you understand your path to financial independence. We will talk to you about your finances in a language that makes sense.
At Disciplined Advisors Group, we are independent and have no in-house investments. This allows Justin to simplify the marketplace and offer unbiased advice. It is with the mindset of a fiduciary that he will help you make smart, informed financial decisions. Our "planning first attitude" leads to recommendations that revolve around a written financial plan, not a sales agenda.
Justin earned his Bachelor of Science degree from The University of Wisconsin-Madison and has over 10 years of industry experience. He lives in Highland Village with his wife Hannah and their son Pierce. Even after nearly a decade of Texas residency, he remains devoted to the Wisconsin Badgers and Green Bay Packers - much to his Dallas born wife's dismay.

About Disciplined Advisors Group

We're here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group, trust, commitment and caring make up the foundation that provides services to our clients.

About GDS Wealth Management

At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals. Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things. We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Bryn and his wife, Sarah, live in Lewisville, Texas, with their three children. In his free time, he enjoys spending quality time with his family. He is also an active member of his Church. On the weekends, you will find him attending his children's various events and you might occasionally catch him on the golf course with his wife and children. Bryn helps clients identify where they are and what they want to accomplish, and then provides proven strategies to help them realistically and efficiently achieve their financial goals. His clients include individuals and business owners for whom he helps develop customized planning. This is accomplished by using a broad range of planning strategies that incorporate innovative solutions for both investment and retirement goals, as well as legacy and estate planning.

About Guided Path Financial

For most people, a comfortable retirement is an admirable aspiration, but unless you track, quantify, and attach a time frame to this aspiration, it rarely becomes an attainable goal. That is where I come in - I will help devise various savings and investing strategies unique to your needs, and we work together to achieve your financial goals . It is my passion to help others find financial freedom and independence by establishing clear goals and practicing financial discipline. As an independent advisor, I have no incentive to recommend only proprietary investment products, so you have the assurance that I am free to act only in your best interest. I provide access to a broad range of investment, retirement, and estate planning strategies. Backed by a team of dedicated professionals and a company committed to service and growth, I take a long-term relationship approach to working with my clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

About Fisher Investments

Fisher Investments is an independent, fee-only investment adviser. As of 3/31/2023, Fisher Investments manages over $192 billion in assets globally for private investors, institutional investors, and US small to mid-sized business retirement plans. For more information on Fisher Investments, please visit www.fisherinvestments.com.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts

About Retirement Planners of America

Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $4.7 billion for over 8,000 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2021)

Advisory Services Provided:

Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts

Portfolio Manager/Vice President Financial Planning Investment Management Pacesetters Club, Morgan Stanley BBA, University of Central Oklahoma A dedicated little league coach who enjoys being outdoors with his family. Vince has been married for 18 years to his wife Tandy, who is an Attorney. They have three young children and live in Plano.

About Morgan Stanley

Justin Hall came into the Investment Advisory business because of his deep passion for helping others. He earned a Bachelor's Degree in Business from Abilene Christian University, and an MBA from Oklahoma City University. Before joining Good Life, Justin was Vice-President of Operations for one of the family businesses, overseeing 50 employees on a daily basis. Justin is active in the Ft. Worth community, serving on the Finance Committee and heading up the Investment Committee for the Girl Scouts of Texas and Oklahoma Plains. His passion is individual, holistic financial planning and retirement planning.

About Good Life Asset Strategies, LLC

Good Life Asset Strategies advisors are fee-only financial planners who have a duty to place your interests above all others. Our firm offers the personal attention and expertise you need to truly live the good life. We provide financial planning, investing, and retirement strategies you can trust.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently. This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans. Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.

About Peak Financial, Inc.

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals. While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint. I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution. Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

At Krishna Wealth Planning, I work mostly with technology and medical professionals, many of whom are nearing retirement and want to know if they can be financially independent. As a former tech professional, I bring a unique process-based approach to managing the complexity of their lives. I opened Krishna Wealth Planning in 2019 to help my clients achieve a delicate balance between living an abundant life now and building a secure foundation for the future. My clients receive a custom-designed investment portfolio based on empirical research and sound principles. I also ensure their investments are carefully integrated into their financial and retirement income plans. Additionally, I write practical pieces on my firm's blog and seek to educate the broader public through writing and media interactions. I hold several professional designations, including being a CERTIFIED FINANCIAL PLANNER^™ professional since 2014, and a Retirement Income Certified Professional (RICP) since 2016. I am also an IRS Enrolled Agent (EA), which enables me to provide in-depth tax planning as a part of your plan. I earned a B.S. degree in Electrical Engineering from Purdue University. On a personal note, I live in McKinney, Texas (North Dallas area) with my wife of almost twenty years, Pavi. I enjoy spending time with my daughter Veda, who is 13 years old, and my two-year-old German Shepherd, Mocha. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network.

About Krishna Wealth Planning LLC

Krishna Wealth Planning LLC is an investment advisor firm located in McKinney, Texas. We serve clients both in the Dallas area and virtually across the country. Our primary aim is to help our clients live their best possible lives in the present while securing a better future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities