William Brinson

Cary Cates is a CFP® professional with 11 years of experience in financial advising. He is the principal of Cates FP and Cates Tax Advisory, where he has worked since 2016 and 2017 respectively. Cary also served as an adjunct professor at the University of North Texas from 2013 to 2021. Cates FP serves individual and high-net-worth clients by combining investment management with ongoing financial and tax planning, as well as tax compliance services. The firm emphasizes client-specific asset allocation using primarily passive portfolios and integrates professional tax services, including tax return preparation and IRS representation, into its advisory approach.

Jeremy David is a CFP® with 25 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC. He previously worked at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. from 2015 to 2017. Outside of his advisory role, he is president of an insurance agency and serves as an elder at Midway Church in Aubrey, TX. Complete Wealth Management serves individuals, small businesses, charities, and retirement plans, managing approximately $125 million. The firm uses Modern Portfolio Theory to develop and monitor customized investment portfolios, providing discretionary account management with regular reviews and reporting.

Matthew Saller is a CFP® with 17 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC since 2019. He previously worked at Fidelity Investments for 10 years and remains involved with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is co-owner of D&L Farm and Home, a retail store specializing in agricultural, pet, and home care products. Complete Wealth Management serves individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm employs Modern Portfolio Theory in its investment process and manages approximately $125 million with a small advisory team.

Lisa Sharp is a CFP® professional with 16 years of industry experience, currently serving at Spectrum Asset Management Inc., where she has worked since 2004. She holds Series 63 and Series 65 licenses and is based in Gunter, TX. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for about 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis within tailored model portfolios, focusing on growth-at-a-reasonable-price equity strategies and actively managed fixed-income portfolios.

James Moore is a CFP® professional with nine years of industry experience. He has been with Eclectic Associates, Inc. since 2013, working as part of a nine-advisor team. Eclectic Associates serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term, diversified investment approach using mutual funds and ETFs, managing over $1.2 billion in assets across roughly 1,000 client relationships.

Michael Chrustawka is a financial advisor at Gradient Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ruggiero Wealth Management and operated his own sole proprietorship. Outside of his advisory work, he is involved in horse breeding, training, and sales through his business, Michael Chrustawka Inc. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, institutions, and various business entities. The firm supports a large network of advisors and employs a mix of analytical approaches and client profiling tools to tailor strategies, typically delivering services on a non-discretionary basis.