* Managed $100 million in discretionary investment accounts, researched mutual funds and individual stocks, designed asset allocation models and made manager fund selections. Integrated estate and income tax planning with asset management and asset protection from creditors. * Offered Partnership based upon technical expertise, facility with key, top-demand clients and revenue generation: for high-net-worth clients, produced calculations supporting retirement, estate tax liability and tolerance for gifting; for business owners, planned retirement and business succession strategies.

• Staff accountant at the meat processing and packing facility from 01/2008 to 08/2008 performing various accounts payable, accounts receivable, payroll, and financial audit support activities • Perform accounts payable and monthly bank account reconciliation for various investment entities • Lead efforts in gathering necessary tax supporting documentation for the charitable trust and personal contributions to 501(c)3 charitable organizations • Perform market, menu, and financial research on competitors within the restaurant industry • Reorganize the office records for the various investment and charitable trust entities

DOUBLE EAGLE CAPITAL MANAGEMENT LP is an investment banking company based out of 1301 SOLANA BLVD, Westlake, Texas, United States.

I value relationship, respect, and results. Clients come to us with by-default investment and wealth management plans; meaning there really is no plan or process. Through relationship, mutual respect and doing the hard work we give the value nearly every person wants: confidence, value, and results.

Woodland Investment Company is a facilities services company based out of 3007 Skyway Cir N, Irving, Texas, United States.

Steward Wealth Management was acquired by Mercer Global Advisor in August of 2023

Charles R. Green & Associates, Inc. is an Independent financial planning firm offering comprehensive financial planning and investment management. Our Strategy process is of the utmost importance. Our strategy starts with a PLAN. This entails creating a comprehensive outline of our client’s specific needs, investment objectives and goals. Next, our goal is to BUILD your plan using quality financial products. Finally, our goal is to PROTECT this strategy by monitoring our client’s accounts. Our collaborative approach centers on your future and is intended to help you gain greater clarity on your life goals and challenges. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

At Lee Wealth Management Group, LLC, we deliver comprehensive wealth management with a focus on risk adjusted, high impact results. Our services are custom tailored to you, your family, or organization's unique set of values, goals, and objectives. At the core, we believe that successful investing is planning driven and goal oriented.DISCLOSURES: Registered Representative, securities offered through Cambridge Investment Research, Inc. A Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.A Registered Investment Advisor. Cambridge and Lee Wealth Management Group, LLC are not affiliated.

Summit Peak Investments, LLC leverages the extensive knowledge, experience and processes developed as institutional investors and focuses on investing in niche private investments including Early Stage Venture Capital Funds and Co-Investments.

Financial advisory

At Aspen Wealth Management, we’re on a mission to inspire our clients to make informed financial decisions through education, communication, and service. Advisory services offered through Helen Stephens Group, LLC dba Aspen Wealth Management, a Registered Investment Advisor We take the time to listen to each client’s needs and fully understand their goals so that we can help develop and implement a financial plan and investment strategy tailored to their individual and family needs. And we’re committed to exceeding expectations by providing personalized guidance on all aspects of our clients’ financial lives. Clients who go through our financial planning process feel confident, prepared, and empowered about their financial futures. As a fee-only firm, we do not work on commissions. This allows us to remain completely free of conflicts of interest and ensures our objectivity. We have a fiduciary duty to put our clients’ needs first. If you’re in the Fort Worth, Texas area and you are looking for an independent, fee-only financial planning firm, reach out to our team today! Learn more by visiting www.aspenwealthmgmt.com. Advisory services offered through Helen Stephens Group, LLC dba Aspen Wealth Management, a Registered Investment Advisor.

SLEEP CONSULTANTS, INC. is a hospital & health care company based out of 1521 COOPER ST, FORT WORTH, Texas, United States.