Thomas Rey Schalk

Cary Cates is a CFP® and Series 66-registered financial advisor with over 11 years of industry experience. He leads Cates FP and Cates Tax Advisory in Gainesville, TX, where he focuses on both financial planning and tax advisory services. He also serves as an adjunct professor at the University of North Texas. Cates FP provides investment management and comprehensive financial planning to individuals and high-net-worth clients, managing approximately $48 million in discretionary assets. The firm emphasizes a passive investment approach with diversified portfolios and integrates credentialed tax services, including tax return preparation and IRS representation, within its advisory offerings.

Alesia Cronkhite is the principal of Cronkhite Wealth Strategies, an independent advisory firm based in Gainesville, TX. She holds Series 63 and Series 65 licenses and has 29 years of experience in the financial services industry, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved in producing firearm-related videos on YouTube as an actor. Cronkhite Wealth Strategies serves individuals, corporations, and qualified retirement plans by providing non-discretionary asset management, financial planning, and ERISA 3(21) fiduciary advisory services. The firm employs a model-driven, efficient-market investment approach implemented through co-advisors and places a notable emphasis on retirement plan advisory and integrated insurance services.

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 with Taylor Stephens, Inc. in Lake Kiowa, TX. He holds a Series 63 designation and has 50 years of industry experience. He has worked at Taylor Stephens, Inc. since 1990 and is also the president and owner of A. Cole Stephens & Associates, Inc., an inactive actuarial services business. Additionally, he has been a self-employed insurance agent since 1969, licensed in multiple insurance lines. 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 strategies and offers a mix of equities, fixed income, and mutual funds, with both advisor-managed and sub-advised programs.

Matthew Saller is a CFP® with 17 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC since 2019. He previously worked at Fidelity Investments for 10 years and remains involved with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is co-owner of D&L Farm and Home, a retail store specializing in agricultural, pet, and home care products. Complete Wealth Management serves individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm employs Modern Portfolio Theory in its investment process and manages approximately $125 million with a small advisory team.

Jacob Gates is a financial advisor at Complete Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Complete Wealth Management, he worked at DATCU Credit Union for five years and held a position at Chick-Fil-A for two years. Complete Wealth Management provides investment advisory and financial planning services to individuals, small businesses, charities, trusts, estates, and retirement plans. The firm manages approximately $132.5 million in assets, employs a Modern Portfolio Theory approach, and offers discretionary portfolio management along with fiduciary services for qualified retirement plans.