Caleb Allen

Cole Parks is a financial advisor at Southwestern Advisory Group LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Southwestern Advisory Group since 2016, previously spending three years at Purshe Kaplan Sterling Investments. Outside of his advisory role, Parks serves on the board of the Stephenville Economic Development Foundation, participates in the Texas Association of School Boards Legislative Advisory Council, and is a member of the Ancient Free & Accepted Masons. Southwestern Advisory Group LLC serves individuals, trustees, small businesses, non-profits, corporations, and retirement plans with a range of advisory services, including a proprietary Consulting, Advice, Leadership, and Coaching (CALC) program and portfolio management. The firm’s investment approach combines fundamental and technical analysis and may utilize various trading techniques, including options and derivatives, tailored to each client’s financial goals.

Michael Tucker is a financial advisor with Simplicity Wealth, holding Series 63, 65, and 66 credentials and 22 years of industry experience. His career includes roles at IPA Financial Services, Inc., Tucker Financial Services, LLC, and The Leaders Group. Outside of financial advising, he manages Tucker Ranch, where he raises and sells horses for cutting competitions. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a model-driven, fund-of-funds investment approach and provides technology and operations solutions, including a managed account platform and asset management software for advisers.

Cary Strohmeyer is a financial advisor at Momentum Independent Network Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers and Cetera Financial Specialists from 2008 to 2022. Outside of his advisory role, he serves as Vice-President of the Stephenville Optimist Club. Momentum Independent Network serves a broad client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and provides a range of investment advisory programs, managed accounts, and financial planning solutions.

Savanna Hankins is a financial advisor at CWM, LLC with a Series 65 credential and several years of experience at multiple firms, including BMY Wealth Management Group and First Financial Bank. She has held roles in both financial services and other industries, including entrepreneurial work with Gypsy Wild Style. CWM serves a diverse client base that includes individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and utilizes a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Kestra in 2021, he spent five years with Wells Fargo Advisors. Outside of his advisory role, he is a member of The Paluxy Ponderosa LLC, where he is involved in general maintenance and a coin collection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

James Sullivan is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently with CWM, LLC and BMY Wealth Management, having previously worked at PlainsCapital Bank, Bank of America, N.A., and Merrill. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.