Eric Phelps

Paul De Rosa is a CFP® with 38 years of experience in the financial industry. He is the sole advisor at De Rosa Asset Management, LLC, an independent firm he established in 2024. Prior to this, he worked at Gateway Advisory, LLC for ten years. De Rosa Asset Management is a solo practice that provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tactical, systematic investment approach using technical analysis and momentum indicators to allocate among equities, cash, and ETFs, tailoring portfolios to client objectives and risk tolerance.

Michael Killeen is a financial advisor with Burr Financial Services, LLC in Belton, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Independent Financial Group for ten years before joining Burr Financial Services in 2022. Outside of advisory services, he is an insurance agent offering life and long-term care insurance through Trumark Insurance Services. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-method investment process and offers tailored portfolios incorporating both long- and short-term strategies, alongside services such as retirement, trust and estate, tax integration, education, and insurance planning.

Toni Ann Dorsey is a financial advisor at Navy Federal Investment Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, KeyBank, and First Command Financial Planning. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through a range of model-driven portfolios managed by third-party firms.

Maria Garza is a financial advisor at Portfolio Medics, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at firms including Wealth Watch Advisors and Horter Investment Management. Outside of advisory work, she owns Platinum Tax Advisory, where she provides tax preparation services, and is also an independent insurance agent. 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 investment management, financial planning, and consulting services using a blend of strategic and tactical approaches.

Jonathan Ellefson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Intervest International Equities Corporation for 32 years before joining Ausdal in 2024. Outside of advisory work, he operates Ellefson & Associates, a business through which he continues to conduct investment-related activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through both discretionary and non-discretionary accounts with a broad range of investment options.

Cally Weight is a financial advisor at First Command Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2015. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management solutions.