Bret Robinson

John Kirstein is the sole advisor at Worchestershire Financial in Cisco, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Worchestershire Financial since 2010. Outside of his advisory work, Kirstein is involved in personal income activities through his S-corporation, including occasional flooring work and sales of his own artwork at art trade shows. Worchestershire Financial provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm prepares customized Investment Policy Statements and employs a variety of analytical methods and investment strategies, offering discretionary trading authority and limited custody of client funds under written authorization.

David Cherry 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 worked in various educational and community supervision roles and has operated a flooring installation business since 2013. Smart Money Group serves individuals, trusts, retirement plans, and business entities by providing discretionary portfolio management, financial planning, consulting, and referrals to third-party money managers. The firm combines asset allocation, fundamental and technical analysis, and a disciplined fixed-income approach, while offering a broad range of planning services including retirement, estate, tax, and business succession planning.

Aaron Kennedy is a CFP® with 25 years of industry experience. He is affiliated with Smart Money Group, LLC and has held roles at Calton & Associates, Inc. and VSR Advisory Services. Kennedy is also a partner at Briscoe & Associates LLC, an accounting and consulting firm. Smart Money Group serves individuals, trusts, retirement plans, and business entities with discretionary portfolio management, financial planning, and consulting services. The firm employs a disciplined investment approach that includes asset allocation, fundamental and technical analysis, and the use of ETFs, mutual funds, and individual securities, while also offering a broad range of planning services such as retirement, estate, tax, and business succession planning.

Jon Mcconahay is a financial advisor at Smart Money Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services. Outside of finance, he owns and operates livestock and horse businesses and a cattle trucking company in Wyoming. Smart Money Group serves individuals, trusts, retirement plans, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a disciplined investment process incorporating asset allocation, fundamental and technical analysis, and uses ETFs, mutual funds, individual securities, and derivatives, with ongoing portfolio monitoring and due diligence on third-party managers.

Samuel Barker is a financial advisor with Smart Money Group, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Smart Money Group, he worked at Kennedy Financial Services and held roles at Summit Employment Solutions Global Inc., Mighty Molding & Manufacturing, and Jameson CPA. Smart Money Group serves individuals, trusts, retirement plans, and business entities by providing discretionary portfolio management, financial planning, and consulting. The firm employs a comprehensive investment process that includes asset allocation, fundamental and technical analysis, and the use of various securities, while also offering specialized planning services such as retirement, estate, tax, and business succession planning.

Angela Robinson is a CFP® and ChFC® with 19 years of industry experience. She is a partner at Smart Money Group, LLC and also has a background with VSR Advisory Services and Kennedy Financial Services. Outside of her financial advisory work, she owns and operates Bret Robinson Horse Training, an equine care, training, and sales business. Smart Money Group serves individuals, trusts, retirement plans, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm combines asset allocation, fundamental and technical analysis, and a disciplined fixed-income approach, offering a broad range of planning services including retirement, estate, tax, and business succession planning.