Tanya Gilliam

Heath Hamrick is a CFP® professional with 19 years of industry experience, currently the sole advisor at H Cubed Financial Solutions in Granbury, TX. He previously worked at Team Financial Strategies for seven years before founding his current firm in 2017. H Cubed Financial Solutions offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs strategic asset allocation with a value-oriented, long-term approach and incorporates derivatives and leverage strategies, such as options and short sales, within separately managed accounts.

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

Louis Presley is the sole advisor at Presley Capital Management, LLC, based in Cresson, TX, with 17 years of industry experience. He holds a Series 65 designation and has led Presley Capital Management since 2008. Outside of investment advising, Presley is the managing member and operations manager of Mustang Lending LLC, a real estate-related business. Presley Capital Management provides investment advisory and financial planning services, often implementing portfolios through third-party money managers and discretionary asset management for entities such as trusts, estates, charitable organizations, and business clients. The firm emphasizes documented client goals and risk tolerances, uses various analytical methods, and commonly selects external managers rather than maintaining large direct assets under management.

Michelle Berry is a CFP® professional with 28 years of experience in the financial services industry. She has worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years before joining Berry Wealth Group, LP in 2023. Berry also engages in insurance sales as a secondary business activity. Berry Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $242.6 million in discretionary assets and employs a long-term investment approach using low-cost diversified mutual funds and ETFs, with individual securities added as appropriate.

John Shockey is a financial advisor at Independent Solutions Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Solutions Wealth Management since 2016, following prior roles at Summit Brokerage Services and J.P. Turner & Company, LLC. Outside of his advisory work, he is a part owner of a producing oil well through Raptor Resources. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach with a range of portfolio management options, including mutual funds, ETFs, and third-party managers, supported by ongoing due diligence and portfolio reviews.

Richard Labrum is a financial advisor with Intelligence Driven Advisers, LLC and holds the Series 63 and Series 65 credentials. He has 33 years of industry experience, including roles at International Assets Advisory and Labrum Wealth Management, LLC. In addition to his advisory work, he is involved in insurance sales through an affiliated agency. Intelligence Driven Advisers, LLC is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients. The firm employs a risk-managed investment process with low-cost institutional funds, model portfolios, and customized accounts, and offers coordinated financial planning alongside discretionary investment management and retirement plan solutions.