Alisa Zelaya Perez

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

Johnny Parker is a CFP® with 20 years of industry experience. He is the principal of Parker Wealth Group, LLC, where he has worked since 2023. Prior to this, he was associated with Synergy Securities and has maintained a long-standing role at Parker & Richardson, P.C. Outside of his advisory work, Parker serves as president of Texas Insurance Agency, Inc., is a member of Tax Resolution Specialists, LLC, and acts as CFO for Victory Telecom, Inc. Parker Wealth Group, LLC is a state-registered investment adviser providing discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, families, trusts, estates, and private business owners. The firm employs a blended investment process utilizing technical, fundamental, and cyclical analysis, offering tailored portfolios based on clients’ risk tolerance, time horizon, and liquidity needs.

Ian Powell is a financial advisor at Financial Serenity, LLC in Burleson, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Woodbury Financial Services, Fortune Financial Services, Interactive Financial Advisors, Battle Born Financial Advisor, United Parcel Service, and FTS International. Financial Serenity, LLC provides discretionary investment management, financial planning, advisory consulting, and behavior-based financial coaching to individuals, corporate, and small-business clients. The firm uses customized portfolios based on internal research and offers services such as periodic portfolio reviews, educational seminars, and management of assets in annuity products or employer retirement plan rollovers.

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!

Robert Schulz is a CFP® professional with 30 years of industry experience, currently serving at Schulz Wealth, Ltd. since 2014. Prior to that, he worked at First Texas Financial Services Corp for 18 years. Schulz Wealth, Ltd. advises high-net-worth individuals, trusts, estates, and employer retirement plans, managing approximately $438 million in assets. The firm employs a Modern Portfolio Theory-based approach emphasizing diversification, Monte Carlo analysis, and a combination of active and passive strategies across various investment types, including ETFs and alternative investments.