Matthew Saller

Cary Cates is a CFP® professional with 11 years of experience in financial advising. He is the principal of Cates FP and Cates Tax Advisory, where he has worked since 2016 and 2017 respectively. Cary also served as an adjunct professor at the University of North Texas from 2013 to 2021. Cates FP serves individual and high-net-worth clients by combining investment management with ongoing financial and tax planning, as well as tax compliance services. The firm emphasizes client-specific asset allocation using primarily passive portfolios and integrates professional tax services, including tax return preparation and IRS representation, into its advisory approach.

Jeremy David is a CFP® with 25 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC. He previously worked at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. from 2015 to 2017. Outside of his advisory role, he is president of an insurance agency and serves as an elder at Midway Church in Aubrey, TX. Complete Wealth Management serves individuals, small businesses, charities, and retirement plans, managing approximately $125 million. The firm uses Modern Portfolio Theory to develop and monitor customized investment portfolios, providing discretionary account management with regular reviews and reporting.

William Brinson is a financial advisor at Taylor Stephens, Inc. with 50 years of industry experience. He holds a Series 63 designation and has worked with Taylor Stephens since 1990, alongside operating A. Cole Stephens & Associates, Inc., an inactive actuarial services business. In addition, he has been a self-employed insurance agent since 1969, licensed in multiple lines of life, accident, health, and property and casualty insurance. Taylor Stephens, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses customized, asset-allocation based investment approaches and offers a combination of advisor-managed and sub-advised programs, with a notable focus on non-discretionary asset management.

Steven Collier is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Independent Wealth Network since 2019 and also serves as a firefighter and EMT with the Fort Worth Fire Department. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals using a variety of investment approaches.

Connor Rigg is a financial advisor at Independent Wealth Network, Inc. He holds a Series 65 credential and has recently entered the industry with no prior advisory experience. Connor has a background as a senior mechanical engineer specializing in hydraulics at Lockheed Martin. Independent Wealth Network, Inc. provides advisory services to a broad range of clients including individuals, trusts, pension plans, and charitable organizations. The firm employs a variety of investment strategies tailored to client goals and risk tolerances, incorporating fundamental and technical analysis, discretionary portfolio management, and access to third-party managers.

David Rigg is a Series 66-licensed advisor with Independent Wealth Network, Inc., bringing 10 years of industry experience. He has worked at KFA Financial and Independent Wealth Network since 2018 and holds a long-term role as Chief Pilot Network Operations Center at Southwest Airlines. Outside of financial advising, he teaches leadership courses through Tribe & Trust Leadership. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers tailored investment strategies using fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.