Charlotte Joann Hillegas

Heath Hamrick is a CFP® professional with 19 years of industry experience, currently the sole advisor at H Cubed Financial Solutions in Granbury, TX. He previously worked at Team Financial Strategies for seven years before founding his current firm in 2017. H Cubed Financial Solutions offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs strategic asset allocation with a value-oriented, long-term approach and incorporates derivatives and leverage strategies, such as options and short sales, within separately managed accounts.

Matthew Ervin is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Forum Wealth Group. He previously worked at Calton & Associates, Inc. and Smart Money Group, LLC for a decade. Outside of financial advising, he is involved in managing livestock as a part-time farm laborer. Forum Wealth Group is an independent advisory firm offering portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth households, charitable organizations, and corporate clients. The firm applies a Modern Portfolio Theory framework and typically manages client portfolios on a discretionary basis, employing strategies that include long- and short-term trading as well as margin and options.

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

John Shockey is a financial advisor at Strategic Asset Management LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Independent Solutions Wealth Management, LLC for nine years. Outside of advising, he is a part owner of a producing oil well through Raptor Resources. Strategic Asset Management LLC provides portfolio management and financial planning to individuals, retirement plans, trusts, and business entities. The firm employs a team approach, managing approximately $218 million in discretionary assets, and integrates fundamental, quantitative, and technical analysis in its investment process.

Dee James is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameritas Advisory Services, Ameritas Life Insurance Corp., and Ameritas Investment Company, and he owns 3J Financial LLC, which focuses on the sale and servicing of 401(k) plans. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Thomas Mead is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is also an agent providing insurance and annuities through Pecan Financial Services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.