Michael Roth Beck

Wealthstreet Investment Advisors LLC (Wealthstreet) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael Beck in 2017 and is a subsidiary of Beacon Pointe Advisors LLC, which is owned by Beacon Pointe Holdings LLC. Wealthstreet offers investment advisory services as well as bookkeeping and tax services to individuals, foundations, 401(k) plans, pension and profit-sharing plans, trust, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments.

Gerald L. Ray & Associates Ltd. is a registered investment advisor located in Dallas, Texas. The firm was formed as Gerald L. Ray & Associates, Inc. in 1977. In 2001, the firm was reorganized and became Gerald L. Ray & Associates Ltd. Gerald L. Ray & Associates offers advisory services to individuals, banks, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other types of business entities. They do not manage accounts for government entities or pooled investments. ^