Natalia Herken

Todd Frederick is a CFP® professional with 29 years of industry experience. He is the sole advisor at Stonecreek Private Wealth, LLC, where he has worked since 2022. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of his advisory work, he is a director and silent partner at a women’s kickboxing gym. StoneCreek Private Wealth provides discretionary investment management and financial planning services primarily to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, generally serving larger accounts with a $1 million minimum. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover mutual funds and ETFs, with a notable reliance on Dimensional Fund Advisors products.

You've experienced an unimaginable loss: the loss of a spouse, a marriage, or a loved one. You never handled the "money" side of things, and you're scared. Your estate planning or divorce attorney has helped you through the nuts and bolts, but now what? Molly Laughter, CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™ is passionate about helping women understand finances and answer this question. Molly has spent her professional career making complicated financial topics relatable and understandable. You don't have to know numbers to build a successful life or start again. Molly’s mission is to educate and empower the women she works with to live a life they love, with solid analysis and planning as a foundation for the future. She provides access to comprehensive financial planning and investment management.

Wesley Young is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakwood Advisory Group, LLC since 2011. He has also been affiliated with MassMutual since 2009. Outside of his advisory role, Young is involved in multiple business ventures, including ownership interests in several management and fund entities, as well as ownership of an entertainment group. Oakwood Advisory Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts and estates, profit-sharing plans, and pooled investment vehicles. The firm employs a disciplined, diversification-focused investment process and offers tailored services directly or through recommended sub-advisors.

Marc Helfrich is the sole advisor at Marc C Helfrich Registered Investment Advisor in Van Alstyne, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his own advisory firm since 2012 and has been an insurance agent specializing in life, long-term care, and annuity products since 2009. His firm provides tailored financial planning services to individual clients on a non-discretionary basis, focusing on establishing client goals, risk tolerance, and conducting periodic reviews. The firm emphasizes individualized advice without discretionary trading authority and integrates client approval in all account changes.

Joseph Mc Cullough is the principal of McCullough Wealth Management LLC in Van Alstyne, TX, with two years of industry experience. He holds a Series 66 designation and has prior experience at Securities America Advisors, Securities America, Inc., and Ameriprise Financial Services. Mc Cullough is also a CPA licensed since 1993 and a Texas-licensed insurance agent, though he does not currently sell insurance products or provide accounting services. McCullough Wealth Management LLC offers asset management and financial planning services to individuals, corporations, and business entities. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct portfolios and focuses on long-term, income, and tax-efficient strategies tailored to client objectives and risk tolerance.

Hannah Szarszewski is a CFP® and Series 65-licensed advisor with six years of industry experience. She is the sole advisor at Blue Mountain Financial Planning, an independent firm based in Melissa, TX. Prior to founding her current firm, she worked at Keener Financial Planning and other advisory firms. She also owns Blue Mountain Money Education, LLC, through which she provides financial literacy and educational content. Blue Mountain Financial Planning serves individual and high-net-worth clients with ongoing financial planning and discretionary portfolio management, focusing on a primarily passive, asset-allocation-driven investment approach using index mutual funds and ETFs. The firm offers fixed subscription, project, or hourly fee arrangements rather than percentage-of-assets fees.