Samantha Varacalli

Thomas Cooper is a CFP® and the principal of Whisper Wealth Advisors LLC with two years of experience in financial advising. He previously worked at Maxwell Locke & Ritter LLP for seven years and owns an accounting firm, Thomas Cooper CPA PLLC. Whisper Wealth Advisors LLC provides discretionary investment management and financial planning services, employing a combination of passive and active strategies focused on asset allocation. The firm uses both direct management and third-party model portfolios and offers flexible billing options including percentage-of-assets fees and project-based planning.

Paul De Rosa is a CFP® with 38 years of experience in the financial industry. He is the sole advisor at De Rosa Asset Management, LLC, an independent firm he has led since 2024. His prior experience includes ten years at Gateway Advisory, LLC and fourteen years at Merrill. De Rosa Asset Management provides discretionary investment management to individuals, trusts, estates, corporations, and other business entities, managing approximately $50 million in assets. The firm uses a dynamic, model-driven approach focused on ETFs, including Buffer ETFs, and applies technical analysis to adjust equity exposure and cash holdings.

Colton Lankford is the founder of Lankford Capital Management LLC and holds a Series 65 credential. He has experience working at KPMG LLP and several private companies prior to establishing his advisory firm in 2025. Outside of financial advising, he is involved with Mustang Plumbing, Inc. and Advanced Manufacturing Solutions, Inc. Lankford Capital Management LLC is a Texas-registered investment adviser that provides separately managed account portfolio management to individuals, high-net-worth clients, trusts, small businesses, and institutions. The firm uses fundamental analysis focused on equities, ETFs/ETPs, and investment-grade fixed income, with limited use of options and margin subject to client authorization.

Michael Killeen is a financial advisor with Burr Financial Services, LLC in Belton, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Independent Financial Group for ten years before joining Burr Financial Services in 2022. Outside of advisory services, he is an insurance agent offering life and long-term care insurance through Trumark Insurance Services. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-method investment process and offers tailored portfolios incorporating both long- and short-term strategies, alongside services such as retirement, trust and estate, tax integration, education, and insurance planning.

Jeffrey Mcclure is a CFP® with 34 years of industry experience, currently serving as an advisor at The Personal Wealth Coach since 2007. He holds a Series 63 license and works from Salado, TX. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design and discretionary portfolio management alongside limited personal financial and business planning. The firm’s investment approach is grounded in Modern Portfolio Theory, focusing on strategic asset allocation and disciplined fund selection, with an emphasis on value and mid-cap exposures.

Jacob Mcclure is a financial advisor with The Personal Wealth Coach, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with The Personal Wealth Coach since 2007. Outside of advising, he owns a sole proprietorship involved in artwork and serves as chairman of the board for Salado Montessori Inc., a nonprofit educational institution. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design, discretionary portfolio management, and limited financial and business planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on strategic asset allocation across multiple asset classes and using Morningstar criteria for fund selection.