David La Mar 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 the sole advisor at Clearwater Wealth Management in Midlothian, TX, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked for GuideStone Financial Resources for 10 years and currently serves as a project manager at Southern Brothers Roofing. Clearwater Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm manages approximately $7.7 million in client assets and uses a combination of fundamental and technical analysis, along with Monte Carlo planning, to develop personalized investment strategies.

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 the sole advisor at Financial Serenity, LLC, holding Series 65 and Series 63 licenses with six years of industry experience. His prior experience 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 portfolio management, financial planning, and behavior-focused financial coaching to individuals, high-net-worth clients, corporations, and small businesses, managing approximately $9.5 million in client assets. The firm uses long-term, fundamental allocation models with ongoing monitoring, offers educational seminars, and delivers coaching services that address financial behaviors and trauma.

Scott Francis is a financial advisor at Parker Wealth Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, Ameriprise Financial Services, and HFG Wealth Management. Outside of his advisory role, Francis serves on two nonprofit boards in Huntsville, Texas. Parker Wealth Group provides investment management and comprehensive financial planning to individuals, families, trusts, estates, private business owners, and private foundations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to client risk tolerance, time horizon, and liquidity needs.