James Clifford Stubbs

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.

Mallory Moore is a financial advisor at Gateway Financial Advisors Texas, LLC with four years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Gateway Financial Advisors Texas in 2025, she worked at First Trust Advisors L.P. and First Trust Portfolios L.P. from 2021 to 2025. Outside of finance, she manages Tres Playas Quarter Horses, LLC, a horse breeding business in Lampasas, TX. Gateway Financial Advisors Texas serves individual and high-net-worth clients with tailored portfolio management and comprehensive financial planning. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build diversified portfolios aligned with client goals and risk tolerance.

Sean Paige Best is a financial advisor at Sound Income Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has held roles at firms including Fisher Investments, Charles Schwab & Co., Inc., and Morgan Stanley. He serves as a Fire Support Officer in the Texas National Guard. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, offering customized portfolios and third-party manager allocations.

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 10 years of industry experience. She holds the Series 66 designation and has worked at multiple First Command entities since 2016. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Humberto Vasquez is a Series 66-registered advisor with First Command Advisory Services, bringing six years of industry experience. He has held roles at multiple First Command entities since 2019 and concurrently serves in the U.S. Army. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.