Jason Crenshaw

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.

Troy Ferguson is a CFP® and holds a Series 65 license, operating Ferguson Financial Planning in Duncanville, TX. He has 22 years of experience in the industry, having led his independent advisory firm since 2004. Ferguson Financial Planning is a fee-only independent firm providing discretionary portfolio management and supplemental financial planning services to individuals, high-net-worth clients, small businesses, and trusts. The firm manages approximately $74 million in assets through five model portfolios and employs a primarily fundamental, long-term investment approach with discretionary authority within client-approved allocation ranges.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with six years of industry experience. He has been with Legacy Wealth Advisors since 2013. Outside of his advisory role, he owns and operates a seasonal Christmas light installation business. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental long-term and technical analysis to implement 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 with Worth Asset Management in Waxahachie, TX, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has been with Worth Asset Management since 2014 and also manages The Hale Law Firm, P.C., where he practices as an attorney. Outside of financial advising, Hale is involved in legal practice and real estate management. Worth Asset Management provides portfolio management, financial planning, and insurance advisory services to individuals, high net worth clients, trusts, and retirement plans. The firm customizes investment strategies based on client objectives and employs various analytical methods, maintaining ongoing portfolio reviews and discretionary authority to manage assets.

Cory Falade is a financial advisor at Wealth More Enterprise, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at Freeman Capital. Outside of his advisory role, he serves as an Accounting Manager at Stream Realty, a commercial real estate firm. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm uses proprietary software and algorithms to manage discretionary, ETF- and mutual fund-based portfolios and offers clients tiered plans with in-app access to human advisors.