Tanner Ross Carter

John Kirstein is the sole advisor at Worchestershire Financial in Cisco, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Worchestershire Financial since 2010. Outside of his advisory work, Kirstein is involved in personal income activities through his S-corporation, including occasional flooring work and sales of his own artwork at art trade shows. Worchestershire Financial provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm prepares customized Investment Policy Statements and employs a variety of analytical methods and investment strategies, offering discretionary trading authority and limited custody of client funds under written authorization.

David Cherry is a financial advisor with Smart Money Group, LLC, holding a Series 65 credential and currently beginning his career in the industry. Prior to joining the firm, he has experience in education and community supervision roles, as well as self-employment in flooring installation. Cherry continues to maintain his flooring business alongside his advisory role. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach that combines asset allocation, fundamental and technical analysis, and the tactical use of derivatives, while also offering specialized planning and acting as a sub-adviser to an actively managed ETF.

Derrick Gibbs is a financial advisor at Smart Money Group, LLC in Eastland, TX, holding a Series 65 credential with three years of industry experience. His prior roles include positions at HDQ Wealth, C2P Capital Advisory Group (dba Prosperity Capital Advisors), and The Chamberlin Group. In addition to his advisory work, he is an independent insurance producer for various insurance companies. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting for individuals, trusts, estates, pension plans, and businesses. The firm utilizes a multi-disciplinary investment approach combining asset allocation, fundamental and technical analysis, and derivative strategies, while also offering specialized planning services such as retirement, estate, and tax planning.

Aaron Kennedy is a financial advisor with Smart Money Group, LLC in Eastland, TX. He holds the CFP® designation and has 26 years of industry experience. Kennedy has worked with Kennedy Financial Services since 2000 and has been with Smart Money Group and Calton & Associates since 2016. He is also a partner in Briscoe & Associates LLC, a tax preparation and consulting firm. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach that includes asset allocation, fundamental and technical analysis, and the tactical use of options and derivatives, while offering specialized planning services such as retirement, estate, and tax planning.

Bret Robinson is a financial advisor at Smart Money Group, LLC with 12 years of industry experience. He holds a Series 66 license and has worked since 2016 with Smart Money Group and Calton & Associates, in addition to Kennedy Financial Services since 2012. Outside of his advisory roles, Robinson owns a horse training business and serves as a board member of the Eastland Chamber of Commerce. Smart Money Group offers discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach, combining asset allocation, fundamental and technical analysis, and derivative strategies, while providing specialized services such as retirement, estate, and tax planning.

Jon Mcconahay is a financial advisor at Smart Money Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services. Outside of advising, he is involved in livestock and horse sales, as well as cattle transportation through his own businesses in Wyoming. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach incorporating asset allocation, fundamental and technical analysis, mutual fund and ETF selection, fixed-income management, and tactical options strategies, while also offering specialized planning services and acting as a sub-advisor to an actively managed ETF.