Carson Pope is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, The Vanguard Group, Inc., Equitable Advisors, LLC, and Axa Advisors, LLC. AssetBuilder provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy centered on Dimensional Fund Advisors products, emphasizing diversification and risk profile documentation.

Ellen Seitzler is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining AssetBuilder, she held roles at Hotworx, Lower Colorado River Authority, and SouthStar Bank, along with various positions during her academic years. AssetBuilder provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy based on Modern Portfolio Theory, emphasizing diversification primarily through Dimensional Fund Advisors products.

Kayla Taylor is a financial advisor at AssetBuilder, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Neon Cycle LLC, David Means, and Equitable Advisors. Outside of advising, she is a managing member and 50% owner of Lily Among Thorns LLC. AssetBuilder, Inc. is a fee-only advisory firm serving individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm manages about $813 million for approximately 700 clients using a long-term, buy-and-hold investment strategy centered on diversified asset allocation and institutional fund platforms.

Bruce Griffith is a financial advisor at AssetBuilder, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with AssetBuilder since 2007. AssetBuilder provides investment management and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy based on Modern Portfolio Theory, focusing on diversification primarily through Dimensional Fund Advisors products, with portfolios tailored to client objectives and risk profiles.

Tommy Willams is a financial advisor at AssetBuilder, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Southern Methodist University and Dew Wealth Management. AssetBuilder, Inc. is a fee-only, SEC-registered advisory firm with a nine-advisor team managing approximately $813 million for about 700 clients, including individuals, trusts, pension plans, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and emphasizes diversified asset allocation using institutional Dimensional Fund Advisors funds.

Kennon Grose is a financial advisor at AssetBuilder, Inc. with 19 years of industry experience. He holds the Series 65 designation and has been with AssetBuilder since 2004. AssetBuilder provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a buy-and-hold, asset-allocation approach based on Modern Portfolio Theory, primarily using Dimensional Fund Advisors products, and emphasizes diversification and documented client objectives through Investment Policy Statements.

Janet Griffith is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving at AssetBuilder, Inc. since 2017. Prior to joining AssetBuilder, she spent 15 years at Canyon Creek Baptist Church. AssetBuilder, Inc. is a nine-advisor, fee-only registered advisory firm managing approximately $813 million for about 700 clients. The firm provides discretionary portfolio management, financial planning, and consulting services, following a long-term, buy-and-hold investment strategy grounded in Modern Portfolio Theory and utilizing institutional Dimensional Fund Advisors funds.

Hannah Vickery is a financial advisor at AssetBuilder, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at AssetBuilder since 2020. Her prior work includes roles at Mosel & Ginn PLLC, Mims Accounting, and Dallas Baptist University. AssetBuilder, Inc. is a fee-only advisory firm organized as a nine-advisor team managing approximately $813 million for about 700 clients, including individuals, trusts, and pension plans. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, using institutional Dimensional Fund Advisors funds and tailoring portfolios by risk profile through systematic quarterly reviews.