Jeffery Gene Musgrove

William Gosch is the principal of Gosch Wealth Advisory in Magnolia, TX. He holds the CFP® and PFS™ designations and has over 28 years of experience as a CPA. Prior to founding his advisory firm in 2025, he worked at Dalton Education, LLC from 2013 to 2018. In addition to his financial advisory role, he continues to operate a CPA practice. Gosch Wealth Advisory provides financial planning and investment management services to individuals and high-net-worth clients using a goals-based, asset-dedication investment approach. The firm offers comprehensive ongoing planning subscriptions and discretionary portfolio management, incorporating tax efficiency and socially conscious investment options.

Eli Mitcham is the sole advisor at Asset Lift Wealth Management, LLC in Cypress, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Asset Lift Wealth Management since 2007, following a year at USA Wealth Management LLC. In addition to his advisory role, Mitcham is a licensed independent insurance agent, selling life insurance and fixed products. Asset Lift Wealth Management serves individuals, high-net-worth clients, and various institutional entities, providing personalized financial planning and discretionary investment management. The firm employs a risk-calibrated, globally diversified investment approach with actively managed portfolios primarily composed of exchange-listed securities and utilizes a single independent custodian platform integrated with automated tax-management tools.

David Crews is the principal and sole advisor at Crews Capital Management, LP, an independent firm based in Cypress, TX. He holds a Series 65 designation and has 20 years of industry experience. Outside of advising, Crews is the majority owner of Midtown MMA, LLC, and the sole owner of Industrial Vending, LLC. He also serves on the board of directors for Phyco Biosciences, in which he holds an investment interest through Weston Fund, LP. Crews Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and private corporations. The firm emphasizes individualized stock selection and tax-aware portfolio adjustments, using fundamental analysis supported by screening tools and external research, and offers both traditional and performance-based fee arrangements to a small, concentrated client base.

Rachael Smith is a financial advisor at TopRac Financial LLC in Cypress, TX, holding the ChFC® designation and Series 65 license. She has one year of experience in financial advising, having joined TopRac Financial in 2025. Prior to her current role, she worked in various capacities at Independence Hydrogen, Cubic Corporation, and ExxonMobil Corporation. TopRac Financial LLC provides fee-only financial planning to individual clients, including high-net-worth individuals, primarily through virtual meetings and electronic communication. The firm focuses on written financial plans covering areas such as cash flow, retirement, tax strategies, estate considerations, and investment analysis, favoring long-term passive strategies and advising on a non-discretionary basis without managing client investment accounts.

Matthew Vorst is a financial advisor with Sirius Wealth Management Strategies, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Sirius Wealth Management Strategies since 2008. Sirius Wealth Management Strategies is an independent, solo advisory firm that provides discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, and business entities. The firm focuses on customized, long-term portfolios primarily composed of low-cost, no-load mutual funds and ETFs, integrates tax and legal advisors into client planning, and offers specialized advice on employee equity compensation and alternative investments for qualified clients.

Lorri Jefferson is a financial advisor at Vision Tech Financial Advisors with five years of industry experience. She holds a Series 65 designation and previously worked for 25 years at HP Inc. before founding her independent advisory firm. Vision Tech Financial Advisors serves individual clients with discretionary asset management and financial planning services, managing approximately $27.8 million across 78 client relationships. The firm uses client profiles and a mix of fundamental, technical, and charting analysis to guide investment decisions, employing various strategies including options and derivatives.