David Martinez

Tanner Fedell is a financial advisor at One Wealth Planning LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including North Star Consultants, Inc and Cetera Investment Advisers LLC. Outside of advising, he owns and operates a farm where animals are raised. One Wealth Planning LLC provides investment management and comprehensive financial planning primarily for individual clients, managing about $40.4 million in discretionary assets. The firm uses an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, buy-and-hold strategies with passive funds and ETFs, supplemented by third-party sub-advisers for portfolio management and planning.

Douglas Roberts Jr. is the sole advisor at Clearwater Wealth Management in Midlothian, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for GuideStone Financial Resources for 10 years. In addition to his advisory role, Roberts serves as a project manager for Southern Brothers Roofing, where he is involved in roof repairs and replacement. Clearwater Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm manages approximately $7.7 million in assets and employs fundamental and technical analysis along with Monte Carlo planning to tailor investment strategies according to client goals and risk tolerance.

Richard Bolgiano is a financial advisor at Bolgiano Capital Management with 15 years of industry experience. He holds a Series 65 designation and has worked at Bolgiano Capital Management since 2010. In addition to his advisory role, he is involved with ARS Manager SMLLC and operates Bolgiano Tax & Business Services, a tax and accounting business. Bolgiano Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, incorporating a core/satellite investment framework and options strategies, to manage client portfolios.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with seven years of industry experience. He has been with Legacy Wealth Advisors since 2016. Outside of his advisory role, he operates a seasonal business installing Christmas lights. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental and technical analysis to implement a range of investment strategies tailored to client objectives.

John Landrum is a financial advisor with Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a PFS™ designation and Series 63 license, and has 26 years of industry experience. His career includes roles at Landrum and Evans, P.C. and extensive experience as a CPA. Legacy Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing comprehensive financial planning and discretionary asset management. The firm employs fundamental and technical analysis and offers a range of investment strategies tailored to client objectives.

John Hale is a financial advisor at Worth Asset Management with 14 years of industry experience. He holds Series 65 and Series 66 designations and has been with Worth Asset Management for 12 years. In addition to his advisory role, Hale is an attorney and owner of The Hale Law Firm, P.C., where he manages legal practice responsibilities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis, uses outside managers and turnkey asset management solutions, and offers tailored portfolios with regular account reviews.