Russell Green

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

Professional Background In 2006, I began working in the financial services industry and in 2008 I moved into the wealth management side of the business between two firms over the next 5 years. In 2013, I joined Fidelity Investments to help companies administer their retirement plans where I left as a Vice President of Relationship Management overseeing roughly $8 billion of retirement plan assets. And in 2022, I started Chisholm Wealth Management to offer truly independent fiduciary advice and the highest level of service to my clients. Personal Background I’m married to my wife, Dr. Christina Sandra. We met at Southwestern Baptist Theological Seminary, where I took classes for a few semesters. She finished her masters in Christian education and went on to obtain her doctorate from there as well in educational ministry, concentrating in executive leadership. She serves in our local church where she focuses on building the next generation of ministry workers, both professionals and lay leaders. We have a daughter (who, for some reason, enjoys listening to financial planning podcasts on the way to school) and an English Lab. While a variety of hobbies exist in my life, I particularly enjoy triathlons, cycling, being outdoors, and serving at Christ Chapel Bible Church. Education and Certifications I have a Masters of Science in Personal Financial Planning from Texas Tech University and a Bachelors in Business Administration, majoring in Finance, from the University of Central Oklahoma. I’m a CERTIFIED FINANCIAL PLANNER® professional and a Certified Kingdom Advisor. I am a member of the, National Association of Personal Financial Planners, and XY Planning Network. What about the firm name? My whole life has been lived on the Chisholm Trail. From my home town, to college, to today in Fort Worth I’ve always resided on it. It’s just a name that I’ve seen my whole life!

Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family's wealth. My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them. When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly. You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment

Bill Eaton is Vice President and Financial Consultant at Fidelity Investments. In this role, he works to create and implement financial plans tailored to high net worth individuals and their families, focusing on their specific needs, goals, and future generations. Bill has been with Fidelity Investments since 2007, progressing through various roles including Customer Service Associate, Fixed Income Specialist, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2021. His professional experience encompasses disciplined investment strategies and risk management techniques. He emphasizes providing a personal level of service and building lasting relationships based on trust and client service. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Brian Treger is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 after beginning his financial advising career in 2001 at A.G. Edwards (now Wells Fargo Advisors). With over 20 years of experience, Brian specializes in helping individual clients and their families develop customized wealth management strategies aimed at simplifying complex financial lives. Brian's expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. He works closely with business executives, entrepreneurs in the oil and gas industry, and other professionals, providing advice and discretionary management of personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. He holds a Bachelor's degree in Political Science from Texas Christian University and carries professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian is involved in his community as a board member of Fort Worth University Little League and Pregnancy Lifeline, and formerly served on the TCU AddRan School Board. Residing in Fort Worth with his wife Jennifer and their three children, he enjoys spending time with his family, playing golf, skiing, and coaching youth sports.

Ryan Westmoreland is a Planning Consultant at Fidelity Investments, where he assists clients in developing financial plans aimed at achieving their retirement and investment objectives. He has been with Fidelity Investments since 2023, progressing through roles including Investment Consultant and Financial Representative before his current position. Prior to joining Fidelity Investments, Ryan worked as an Associate Representative at Thrivent Financial from 2022 to 2023. His professional experience encompasses financial planning and investment consulting. Outside of his professional work, Ryan enjoys activities such as fishing, football, golf, spending time at the lake, attending social events with friends, and listening to music.