David Sykes

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.

Douglas Roberts Jr. is a CFP® professional with 19 years of industry experience. He is the sole advisor at Clearwater Wealth Management and previously spent 10 years at GuideStone Financial Resources. Outside of financial advising, he serves as a project manager for Southern Brothers Roofing in Waxahachie, TX. Clearwater Wealth Management offers discretionary asset management and financial planning services without additional fees for planning. The firm uses a combination of fundamental and technical analysis with Monte Carlo simulations to guide investment decisions and requires clients to custody assets at Schwab Advisor Services.

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.

Richard Bolgiano is a financial advisor at Bolgiano Capital Management with 15 years of industry experience. He holds a Series 65 designation and has worked at Bolgiano Capital Management since 2010. In addition to his advisory role, he is involved with ARS Manager SMLLC and operates Bolgiano Tax & Business Services, a tax and accounting business. Bolgiano Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, incorporating a core/satellite investment framework and options strategies, to manage client portfolios.

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.