Jeffery Gene Musgrove

William Gosch is a CFP® and PFS™ credentialed advisor and principal of Gosch Wealth Advisory in Magnolia, TX. He has over 28 years of experience as a CPA and previously worked with Dalton Education, LLC for five years. His current advisory practice began in 2025. Gosch Wealth Advisory provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm employs a goals-based investment approach that combines passive and active strategies, utilizing mutual funds, ETFs, individual securities, and external managers to align portfolios with clients’ future liabilities. The firm is affiliated with Gosch’s public accounting practice, with reciprocal referrals disclosed to clients.

Eli Mitcham is a financial advisor with Asset Lift Wealth Management, LLC in Cypress, TX. He holds a Series 65 designation and has 20 years of industry experience, including 19 years with his current firm. In addition to his advisory role, he is a licensed independent insurance agent selling life insurance and fixed products. Asset Lift Wealth Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs risk-calibrated, globally diversified portfolios using exchange-listed securities, ETFs, mutual funds, and individual stocks, with active management and risk-management strategies aimed at limiting drawdowns and pursuing positive returns in down markets.

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.