Michelle Vargas

You’ve worked hard to build your wealth—our role is to help you protect it, grow it, and use it intentionally. At ClearPoint, we make financial planning personal, purposeful, and crystal clear. We specialize in working with retirees and pre-retirees with $1M+ in assets—people who want to preserve what they’ve built, reduce taxes, and create a retirement that feels both secure and fulfilling. Our clients come to us seeking clarity, confidence, and purpose in their financial lives. Whether you’re preparing for retirement, navigating a major transition, or simply looking to align your wealth with your life, we’re here to walk alongside you—with insight, care, and intention.

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.

Cody Stratton is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He previously worked as an Investment Consultant at Fidelity Investments from 2022 to 2024, and held roles as Workplace Planning Consultant I and II at the same company in 2021 and 2022 respectively. In his role, Cody works collaboratively with clients to develop financial plans tailored to their individual needs and family circumstances. He focuses on helping clients improve their financial health through wealth planning and investment strategies that align with their current and future goals. Cody holds insurance licenses in Arkansas and California. Outside of work, he has personal interests that include beach activities, concerts, fitness, golf, soccer, and traveling.