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.

Katherine Malone is a financial advisor at Malone Financial Planning LLC in McKinney, TX, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at Citrine Capital and Baylor Scott & White Health. Malone Financial Planning LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management and financial planning services. The firm employs a blend of fundamental and technical analysis, offers customizable portfolios including ESG options, and provides discretionary portfolio management alongside comprehensive planning services.

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.

Ralph Ujano is a CFP®-certified financial advisor with 28 years of industry experience, currently leading The Ujano Advisory Group LLC since 2017. His prior experience includes roles at Mercer Global Advisors Inc. and a one-year position in 2016-2017. The Ujano Advisory Group is a single-advisor independent firm specializing in comprehensive wealth management for individuals, families, trusts, and select employer retirement plans. The firm employs a client-centered life-planning process combined with evidence-based portfolio construction and offers formal pension consulting and ERISA-related support alongside individual wealth management.

I’m Shar-Né Warren, CFP®, CRPC®, the “excavator” behind Financial Excavation! You could say I’ve always been passionate about helping build more and achieve more. As a former interior design student, I wanted to help people build beautiful homes – and now I get to help them build beautiful lives. My financial story began early at 11 years old, when I witnessed our family lose our house just weeks before Christmas. I still remember the confusion, the stress, the pain, and the worry I felt and saw. From that young age, I’ve had a calling to be a positive difference maker in the lives of others. With over 15 years of experience in financial services, I’ve learned that the journey to financial well-being doesn’t happen overnight. It requires leaving your comfort zone, and it’s more challenging alone. I wanted to create Financial Excavation to help real people, imperfect people, who dream big and sometimes play small…until now! You know where you want to go, you just may not know how to get there. Financial Excavation isn’t another “by-the-numbers” firm. Our approach is more spiritually grounded. Inspired by Bible verse, Jeremiah 1:10, we’re here to help you tear down old beliefs and rebuild a rooted financial life. We know that taking that first step towards digging deep into past beliefs, clearing old patterns, and building a strong financial foundation isn’t easy. But together, we’ve got this! We are committed to helping YOU build the best financial future you can and uncover the beautiful treasure and life that you’ve always desired. Whether you are a new wealth individual, pre-retiree, in transition, or a person of color, we meet you where you are and guide you where you need to go. And we do it with a sprinkle of fun – yes, fun! – in the process.

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.

Andrew Lai is a CFA® charterholder with four years of industry experience. He is the principal of Verité Financial, LLC, an independent advisory firm he has led since 2021. Prior to this, he held roles at Collinson Group, Signify Health, and Alliance Data Systems. Verité Financial provides one-time financial planning engagements focused on asset allocation, budgeting, and delivering a customized Investment Policy Statement. The firm’s advice-only model emphasizes diversification, low-cost index funds, and buy-and-hold strategies, without offering ongoing portfolio management or custody of client assets.

Venugopal Reddy is a financial advisor at FBS Securities with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including FortyTwo Capital Ltd and World Choice Securities, Inc. Reddy is also a member of the Rotary Club of McKinney, participating in community service and charitable activities. FBS Securities provides portfolio management, financial planning, pension consulting, and administrative services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $45.3 million in assets and offers both model portfolios and active trading strategies tailored to client risk profiles.

Venkataraghu Komari is a financial advisor at Tusker Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial, Mass Mutual Dallas, and opes One Advisors. Komari also serves as a licensed insurance agent and acts as an agent for an electronic estate planning firm. Tusker Wealth Management provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers customized and automated portfolio management, financial planning, pension consulting, educational seminars, and electronic estate-planning referrals, employing a variety of investment strategies with regular monitoring and documented investment policies.

Jace Prows is a financial advisor with Luminary Wealth Advisors in McKinney, TX. He holds Series 63 and Series 66 designations and has 16 years of industry experience. Prior to founding Luminary Wealth Advisors, he worked at Alpha Cubed Investments and Beacon Pointe Advisors. Outside of his advisory role, Prows owns Luminary Cabins LLC, a property management company. Luminary Wealth Advisors provides discretionary investment management and financial planning services to individuals and corporate clients. The firm primarily uses a passive, asset-class-based investment approach with index funds and ETFs, while also incorporating fundamental and technical analysis as needed.

John Shao is a CFA® charterholder with 28 years of industry experience. He is the principal of Summitas Investment Management LLC, where he has worked since 2024. Prior to joining Summitas, he led his own firm, John Shao Portfolio Management, Inc., for 12 years and worked at Eudaimonia Partners, LLC for four years. Summitas Investment Management LLC provides discretionary investment management and advisory services primarily to individuals and high net worth clients, including retirement account guidance. The firm employs a fundamental analysis-driven approach using exchange-traded funds, individual stocks, and bonds, with a focus on long-term investment horizons and customized portfolio allocations.

Edison Noboa is a financial advisor at Eagle Wealth Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Ameritrade and currently serves as a Benefits Analyst at the University of California Office of the President. Eagle Wealth Management provides discretionary portfolio management and investment advice to individual investors, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses technical and fundamental analysis alongside modern portfolio theory to tailor strategies, employing a broad range of investment instruments.