AssetBuilder, Inc.

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.

Joseph Badinger is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with three years of industry experience. Prior to joining AssetBuilder in 2022, he worked at Deloitte & Touche from 2019 to 2022. 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 and emphasizes diversification and disciplined portfolio management.

Kayla Smiley is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Equitable Advisors since 2019 and is also involved with Neon Cycle LLC. Outside of her advisory role, she is a managing member and 50% owner of Lily Among Thorns LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

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. in Plano, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Southern Methodist University and Dew Wealth Management. AssetBuilder serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with investment management and financial planning. The firm employs a buy-and-hold, asset-allocation strategy based on Modern Portfolio Theory, focusing on diversified portfolios primarily using Dimensional Fund Advisors products.

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 CFP® with eight years of industry experience, currently serving as a financial advisor at AssetBuilder, Inc. since 2017. Prior to joining AssetBuilder, she was affiliated with Canyon Creek Baptist Church for 15 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, focusing on diversification primarily through Dimensional Fund Advisors products and maintaining disciplined portfolio oversight.

Hannah Vickery is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with four years of industry experience. Her work history includes roles at Mosel & Ginn PLLC, Mims Accounting, and Leadership Alternative, LLC, as well as a position at Dallas Baptist University. AssetBuilder, Inc. 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, utilizing Dimensional Fund Advisors products and emphasizing diversification and risk management.