Smart Money Group, LLC

David Cherry is a financial advisor with Smart Money Group, LLC, holding a Series 65 credential and currently beginning his career in the industry. Prior to joining the firm, he has experience in education and community supervision roles, as well as self-employment in flooring installation. Cherry continues to maintain his flooring business alongside his advisory role. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach that combines asset allocation, fundamental and technical analysis, and the tactical use of derivatives, while also offering specialized planning and acting as a sub-adviser to an actively managed ETF.

Tanner Carter is a financial advisor at Smart Money Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held roles with Kennedy Financial Services, Sherman Shadowcats, and Stephenville Sox Baseball, and has been a full-time student since 2015. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach that includes asset allocation, fundamental and technical analysis, and the tactical use of options and derivatives.

Derrick Gibbs is a financial advisor at Smart Money Group, LLC in Eastland, TX, holding a Series 65 credential with three years of industry experience. His prior roles include positions at HDQ Wealth, C2P Capital Advisory Group (dba Prosperity Capital Advisors), and The Chamberlin Group. In addition to his advisory work, he is an independent insurance producer for various insurance companies. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting for individuals, trusts, estates, pension plans, and businesses. The firm utilizes a multi-disciplinary investment approach combining asset allocation, fundamental and technical analysis, and derivative strategies, while also offering specialized planning services such as retirement, estate, and tax planning.

Aaron Kennedy is a financial advisor with Smart Money Group, LLC in Eastland, TX. He holds the CFP® designation and has 26 years of industry experience. Kennedy has worked with Kennedy Financial Services since 2000 and has been with Smart Money Group and Calton & Associates since 2016. He is also a partner in Briscoe & Associates LLC, a tax preparation and consulting firm. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach that includes asset allocation, fundamental and technical analysis, and the tactical use of options and derivatives, while offering specialized planning services such as retirement, estate, and tax planning.

Bret Robinson is a financial advisor at Smart Money Group, LLC with 12 years of industry experience. He holds a Series 66 license and has worked since 2016 with Smart Money Group and Calton & Associates, in addition to Kennedy Financial Services since 2012. Outside of his advisory roles, Robinson owns a horse training business and serves as a board member of the Eastland Chamber of Commerce. Smart Money Group offers discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach, combining asset allocation, fundamental and technical analysis, and derivative strategies, while providing specialized services such as retirement, estate, and tax planning.

Jon Mcconahay is a financial advisor at Smart Money Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services. Outside of advising, he is involved in livestock and horse sales, as well as cattle transportation through his own businesses in Wyoming. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach incorporating asset allocation, fundamental and technical analysis, mutual fund and ETF selection, fixed-income management, and tactical options strategies, while also offering specialized planning services and acting as a sub-advisor to an actively managed ETF.

Samuel Barker is a Series 65-licensed advisor with Smart Money Group, LLC in Eastland, TX, and has three years of industry experience. Prior to joining Smart Money Group, he worked at Kennedy Financial Services and Summit Employment Solutions Global Inc. He also has experience in manufacturing and accounting. Outside of financial advising, he rents personal property as a sole proprietor. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach that includes asset allocation, fundamental and technical analysis, and derivative strategies, while also offering specialized planning services such as retirement, estate, and tax planning.

Angela Robinson is a financial advisor at Smart Money Group, LLC with 19 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Her career includes roles at Calton & Associates, Inc. and Kennedy Financial Services. Outside of finance, she owns and operates Bret Robinson Horse Training, a business focused on equine care, training, and sales. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach combining asset allocation, fundamental and technical analysis, fixed-income management, and tactical use of options and derivatives.

Brent Bible is a financial advisor at Smart Money Group, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Farmers and Merchants Bank, First National Bank of East Texas, ProFrac, and TexasBank. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, pension plans, and businesses. The firm employs a multi-disciplinary investment approach that includes asset allocation, fundamental and technical analysis, and the use of options and derivatives, while also offering specialized planning services such as retirement, estate, and tax planning.

Kade Sparger is a CFP® with two years of industry experience, currently serving as a financial advisor at Smart Money Group, LLC. Prior to joining the firm, he held roles at Kennedy Financial Services and Amarillo National Bank. He also teaches and facilitates online classes at Texas Tech University. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, pension plans, and businesses. The firm employs a multi-disciplinary investment approach combining asset allocation, fundamental and technical analysis, and fixed-income management, with tailored portfolio strategies including options and derivatives.

James Kennedy is a financial advisor with Smart Money Group, LLC and Calton & Associates, Inc., holding a Series 63 credential and over 37 years of industry experience. He has been with Smart Money Group and Calton & Associates since 2016 and has operated Kennedy Financial Services since 1997. Outside of his advisory roles, he is involved in cattle management through a ranching business and owns a barber shop and a partnership in an accounting firm focusing on tax preparation, consulting, and bookkeeping. Smart Money Group provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, pension plans, and businesses. The firm employs a multi-disciplinary investment approach, blending asset allocation, fundamental and technical analysis, and the tactical use of options and derivatives, while also offering specialized planning and acting as a sub-adviser to an actively managed ETF.