Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.

Tristen Nevadomski is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with individuals and families to develop personalized financial plans aimed at achieving their financial goals by providing security, clarity, and confidence. Prior to this, Tristen worked as a Relationship Manager at Fidelity Investments from 2023 to 2025. Tristen holds a California Insurance License, which supports his professional activities within the financial planning and advisory services he provides.

Marissa Willis is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial strategies for high-net-worth clients, their families, and businesses. She has been active in the financial services industry since 2006 and joined Merrill in 2015 after relocating from California to Texas. Marissa focuses on areas including college education planning, executive compensation, managing new wealth, retirement planning, portfolio management, tax minimization, and women and wealth, among others. As a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst® practitioner, and Certified Private Wealth Advisor®, Marissa offers expertise in investment management, retirement income strategies, estate and legacy planning, and financial guidance through life transitions such as divorce. She helps clients understand the financial impacts of divorce and asset division, assisting them in rebuilding and securing their financial futures post-divorce. Marissa’s approach emphasizes personalized, strategic planning designed to align with each client’s unique goals and circumstances, aiming to empower them to make informed decisions with confidence. Marissa earned her bachelor’s degree from Colorado State University and holds several professional designations, including Certified Divorce Financial Analyst (CDFA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Outside of her professional work, she is involved with the community organization Hand to Hold. In her personal time, Marissa enjoys dancing, football, golfing, music, photography, reading, running, swimming, traveling, and spending time with her family.