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Emerson B
CFP®
Arlington, TX
DBA Fee Only Financial Planning, Inc.
Emerson Bell is a CFP® professional with 35 years of experience in financial planning. He has been with Fee Only Financial Planning since 1981. The firm provides fee-only financial planning and portfolio management services to individual clients, managing approximately $80 million in assets across 36 client relationships. Its practice is characterized by a concentrated, relationship-focused approach with customized planning and ongoing investment monitoring.
Gregory S
Series 66, Series 65
Fort Worth, TX
Mission Advisory Group
Gregory Saurenman is a financial advisor at Mission Advisory Group in Fort Worth, TX, with 20 years of industry experience. He holds Series 65 and Series 66 designations. Prior to founding Mission Advisory Group in 2020, he worked at ISC Advisors, Inc. and Institutional Securities Corp from 2017 to 2020, and at Calamos Financial Services LLC from 2015 to 2017. Mission Advisory Group is an independent firm focused on providing personalized advisory services.
Mark E
CFP®, Series 63, Series 66, Series 65
Fort Worth, TX
XYPN Sapphire
Mark Evers is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He is currently with XYPN Sapphire and also serves as a Clinical Assistant Professor and Financial Planning Program Director at the University of North Texas. His prior experience includes roles at Elation Wealth, Imperium Wealth Management, and Strategic Financial Concepts. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management, supporting nearly 50 affiliated advisors under a centralized structure.
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