Gilbert Perez II

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.

Ian Powell is a financial advisor at Financial Serenity, LLC in Burleson, Texas, holding Series 65 and Series 63 licenses with six 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 portfolio management, financial planning, and behavior-focused financial coaching serving individuals, high-net-worth clients, corporations, and small businesses. The firm emphasizes long-term, fundamental allocation models and offers distinct service lines including financial coaching addressing behavioral issues, along with no-fee educational seminars and a subscription coaching program called “Real Money Talk.”

Scott Francis is a financial advisor with Parker Wealth Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Edward Jones, Ameriprise Financial Services, HFG Wealth Management, and SWMG. He serves on the boards of two non-investment-related organizations in Huntsville, TX. Parker Wealth Group, LLC offers fee-based financial planning and portfolio management for individuals, families, small businesses, trusts, estates, and private business owners. The firm employs a blended investment approach combining charting, fundamental, technical, and cyclical analysis, tailoring portfolios to client objectives while acting in a fiduciary capacity for retirement accounts.

Johnny Parker is a CFP® with 21 years of industry experience. He is currently with Parker Wealth Group, LLC, where he has worked since 2023, and has prior experience at Synergy Securities and the CPA firm Parker & Richardson, P.C. Outside of financial advising, he is president of Texas Insurance Agency, Inc., a member of Tax Resolution Specialists, LLC, and CFO of Victory Telecom, Inc. Parker Wealth Group, LLC provides fee-based financial planning and portfolio management services to individuals, families, small businesses, trusts, estates, and private business owners. The firm employs a blended investment approach using charting, fundamental, technical, and cyclical analysis, tailoring portfolios to client objectives and acting in a fiduciary capacity for retirement accounts.

I help individuals and families make informed financial decisions through comprehensive planning, investment management, retirement planning, tax planning, and biblical stewardship. My goal is to simplify complex financial topics and help clients understand not only what decisions to make, but why they are making them. While I work with clients from many backgrounds, I particularly enjoy serving people who are approaching retirement or already retired. Retirement often brings a long list of important decisions regarding investments, taxes, income planning, Social Security, estate planning, healthcare, and legacy goals. I help clients navigate those decisions with a structured process and a long-term perspective. I am also passionate about helping Christians integrate their faith with their financial lives. As a Certified Kingdom Advisor®, I believe money is a tool entrusted to us by God, and financial planning should reflect both wisdom and stewardship. Whether clients share my faith or not, they appreciate having an advisor who takes time to understand their values and align financial decisions with what matters most to them. My career in financial services began in 2006, and I moved into wealth management in 2008. Over the years, I have served clients in banking, investment management, retirement plans, and comprehensive financial planning. In 2013, I joined Fidelity Investments, where I ultimately served as Vice President of Relationship Management, overseeing approximately $8 billion in retirement plan assets. In 2022, I founded Chisholm Wealth Management because I wanted the freedom to provide truly independent, fiduciary advice without product sales, commissions, or corporate sales goals. As a fee-only advisor, my focus is solely on helping clients make the best decisions for their unique circumstances. At the end of the day, I view financial planning as a relationship business. Clients trust me with some of the most important decisions in their lives, and I take that responsibility seriously. My goal is to provide thoughtful advice, honest communication, and a long-term partnership that helps clients pursue financial confidence and peace of mind throughout every stage of life.