Matthew Williams

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.

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.

Steven Shaw is a CFP® with nine years of industry experience, currently serving as an advisor at Foundations Investment Advisors LLC. He previously worked at Ae Wealth Management LLC and S&S Financial Advisors, LLC. Outside of his advisory role, Shaw is president of an insurance agency, conducts educational seminars on Medicare and insurance products, and teaches personal finance classes as a member of the Council of Financial Educators. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm utilizes model portfolio allocations and third-party sub-advisers, offering discretionary and non-discretionary management through a broad network of affiliated offices.

Dan Sklar is a financial advisor at FourStar Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Financial Services Inc and Cetera Investment Advisers prior to joining FourStar Wealth Advisors. Outside of finance, he is the owner and inventor of ICLEANME, a hand sanitizer product developed during the COVID-19 pandemic that resulted in two patents. FourStar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, institutions, and business entities. The firm manages portfolios primarily on a discretionary basis using fundamental and technical analysis, and offers services that include advising on private funds and pooled investment vehicles.