Jarrod Gabriel Sandra

David Morales is a financial advisor at First Command Advisory Services with Series 6, 63, and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served in the U.S. Navy from 2015 to 2019 and received his bachelor’s degree in Finance at the University of San Diego. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led financial coaching and provides tailored professional services through structured engagement cycles.

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.

Matthew Beeby is a financial advisor at Harvest Capital Management in Aledo, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens from 2014 to 2018. Outside of advisory work, he owns and manages residential real estate investments through MHB Real Estate Investments, LLC. Harvest Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory approach with fundamental analysis, offering services such as portfolio management, financial planning, and pension consulting.

Chukwudi Uraih is a financial advisor at Lampados Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Booz Allen Hamilton. Uraih serves in the United States Army Reserve. Outside of financial advising, he is the owner and CEO of Lampados Realty Group TX, LLC, which focuses on acquiring real estate for rental purposes. Lampados Financial Group provides fee-only financial planning and investment advisory services to individuals, families, professionals, and investors in firm-managed investment funds. The firm employs a proprietary methodology combining fundamental analysis and algorithmic cash-flow modeling to evaluate financial scenarios and emphasizes diversified, long-term, risk-aware strategies for individual accounts, alongside real-asset acquisition for its funds.

Robert Helm is the sole advisor at Helm Investment in Fort Worth, TX, and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at LPL Financial and Securities America. Helm is also an independently licensed insurance agent specializing in life insurance. Helm Investment is an independent registered investment adviser offering discretionary asset management and financial advisory services to individuals, high-net-worth clients, corporations, and other business entities. The firm manages separately managed accounts and a private pooled investment vehicle focused on cryptocurrency stable assets, employing a blend of fundamental and technical analysis alongside a range of investment strategies.