James Aaron Sullivan

Cole Parks is a financial advisor at Southwestern Advisory Group LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments. Parks serves on the board of the Stephenville Economic Development Foundation and the Stephenville Independent School District, and is a member of the Texas Association of School Boards Legislative Advisory Council as well as the Ancient Free & Accepted Masons. Southwestern Advisory Group LLC provides advisory services to individuals, trustees, small businesses, non-profits, corporations, and retirement plans. The firm offers a proprietary Consulting, Advice, Leadership, and Coaching (CALC) program, portfolio management, and access to separately managed accounts, combining fundamental and technical analysis with a range of investment techniques including options and derivatives where appropriate.

Michael Tucker is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at IPA Financial Services, Inc., Tucker Financial Services, LLC, The Leaders Group, and Horter Investment Management. Outside of his advisory work, he owns and operates Tucker Ranch, where he raises and sells horses for cutting competition. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, managing model portfolios with ongoing monitoring and rebalancing, and combines advisory services with technology and operational support for other advisers.

Cary Strohmeyer is a financial advisor at Momentum Independent Network Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers and Cetera Financial Specialists from 2008 to 2022. Outside of his advisory role, he serves as Vice-President of the Stephenville Optimist Club. Momentum Independent Network serves a broad client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and provides a range of investment advisory programs, managed accounts, and financial planning solutions.

Savanna Hankins is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. Her work history includes roles at BMY Wealth Management Group, Briscoe and Associates, First National Bank Albany/Breckenridge, First Financial Bank, and World Financial Group. Outside of finance, she previously operated Gypsy Wild Style, a business venture. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios guided by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021. Bagley is also a member of The Paluxy Ponderosa LLC, where he is involved in coin collection and general maintenance activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Sarah Billings is a financial advisor at CWM, LLC with a Series 65 designation and over four years of industry experience. Her previous roles include positions at Cetera Advisor Networks and Texas Workforce Commission. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan solutions.