Tanner Mathis

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.

Wendell Brock is a financial advisor at Yield Financial Advisors in McKinney, TX, holding the ChFC® and Series 63 designations with 27 years of industry experience. He has been leading De Novo Strategy, Inc. since 2005. Outside of his advisory work, he serves as the executive director of CREED, a 501(c)(3) nonprofit organization. Yield Financial Advisors provides comprehensive, fee-based financial planning and consulting services to individuals, professionals, and small business owners. The firm follows a structured five-step engagement process and offers a wrap fee program along with affiliated insurance and tax advisory services.

Christopher Cardinal is a financial advisor with Cardinal Wealth Management LLC in McKinney, TX. He holds a Series 65 credential and has one year of experience with his current firm. Prior to his advisory role, he worked in behavioral health and nonprofit organizations. Cardinal Wealth Management provides investment advisory and comprehensive financial planning services to individuals, professionals, and small businesses. The firm utilizes model portfolios based on strategic asset allocation, combined with discretionary tactical decisions, focusing on long-term equity positions, selective international exposure, and laddered fixed-income allocations.

Barron Gray II is the sole advisor at Gray Financial Planning LLC in McKinney, TX, holding CFP® and Series 66 credentials with 17 years of industry experience. He founded Gray Financial Planning in 2011. Outside of his advisory work, Mr. Gray owns and manages several short-term vacation rental properties and provides consulting services related to network and phone switch equipment. Gray Financial Planning LLC serves individuals, estates, trusts, and small businesses with financial planning and investment supervisory services. The firm operates primarily on a non-discretionary basis, applying Modern Portfolio Theory with a long-term, buy-and-hold approach using indexes and ETFs, and emphasizes client approval for trade execution.

Michael Smith is a Series 65-licensed financial advisor with two years of industry experience, currently operating as a sole proprietor under Smith, Michael, Glen. His background includes leadership roles in several private companies, including Redpeak Energy, Star of Texas Capital, Star of Liberty Capital, and Royal Gorge Entertainment. Smith, Michael, Glen provides non-discretionary investment advisory services and portfolio management primarily to high-net-worth individuals, foundations, endowments, trusts, qualified plans, and select institutional accounts. The firm emphasizes fundamental research and customized asset allocation, often recommending and overseeing third-party portfolio managers while maintaining an operational affiliation with an accounting firm specializing in taxation for high-net-worth clients.

Steven Pierce is a financial advisor at Oakmont Financial Services, L.L.C. in McKinney, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Oakmont since its founding in 2002. Oakmont Financial Services provides discretionary separate-account portfolio management to individuals, trusts, small corporations, and retirement plans. The firm employs a combination of technical analysis and fundamental research with a buy-and-hold investment approach, incorporating risk management strategies such as asset allocation, stop losses, and option hedging.