Lane Talbert

Kathleen Kempf is a financial advisor with Your Path Financial LLC in Adkins, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at multiple firms including Purshe Kaplan Sterling Investments and Global View Capital Management, LTD. Kempf also writes and conducts educational and spiritual workshops related to money and finance through her role as president of Your Path 4 Prosperity LLC. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored investment strategies implemented primarily through third-party model portfolios and conducts ongoing manager monitoring and client reviews.

Brandon Dimicelli is a financial advisor at Compass Financial Group with four years of industry experience. He holds a Series 65 designation and has previously worked at Brookstone Wealth Advisors, LLC. In addition to his advisory role, he has been an independent insurance agent since 2009, selling life insurance and fixed annuities. Compass Financial Group serves individual clients and insurance companies, focusing on discretionary and non-discretionary portfolio management and financial planning. The firm employs model portfolios and third-party money managers, offering a combination of investment products and client education through seminars and workshops.

Frank Dimicelli is a financial advisor at Compass Financial Group with eight years of industry experience. He holds a Series 65 designation and has worked at Brookstone Wealth Advisors, Regal Investment Advisors, and Compass Financial Group throughout his career. Outside of advising, he is involved as a board member of Crossroads Church and owns several non-investment businesses, including wholesale and retail jewelry companies. Compass Financial Group provides discretionary and non-discretionary portfolio management and financial planning primarily for individual clients and insurance companies. The firm focuses on model portfolios and third-party money managers, offering a combination of asset management and educational services through seminars and workshops.

Jamie Johnson is a financial advisor with Global View Capital Management LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Global View Capital Management and its affiliate in 2025, Johnson worked at Transamerica Financial Advisors, World Financial Group, and several other firms. Outside of advisory services, he serves as treasurer for a local Business Networking International chapter and manages an insurance agency. Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm uses a largely model-driven, quantitative investment approach based on technical analysis, momentum, and trend-following signals, supported by a majority-owned research arm and centralized trade execution.

Richard Law Jr. is a financial advisor with Regal Investment Advisors LLC in New Braunfels, TX. He holds a Series 65 designation and has six years of industry experience. Prior to joining Regal Investment Advisors in 2019, he has been associated with American Senior Benefits since 2014. Outside of his advisory role, Law is involved in soccer officiating as a referee. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and subadvisors. The firm serves a diverse client base including individuals, charitable organizations, and businesses, offering proprietary and third-party model portfolios with a range of investment strategies.

Jorge Garcia Rico is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at firms including Fidelity Investments and J.P. Morgan Securities. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America affiliates and a comprehensive capital markets platform.