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 a financial advisor with Cronkhite Wealth Strategies in Gainesville, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, she produces firearm-related videos on YouTube. Cronkhite Wealth Strategies is an independent firm serving individuals, corporations, and retirement plans with non-discretionary asset management, financial planning, and ERISA 3(21) plan advisory services. The firm emphasizes asset allocation and periodic rebalancing, frequently co-advising with third-party managers to access specialized mutual fund families.

Jeremy David is a CFP® with 25 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC. His prior work includes roles at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. He is also involved as an elder at Midway Church in Aubrey, TX. Complete Wealth Management provides advisory services to individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm utilizes Modern Portfolio Theory and offers custom portfolio construction through the Betterment platform, combining automated wrap services with traditional financial planning and ERISA consulting.

William Brinson is a financial advisor with Taylor Stephens, Inc. He holds a Series 63 designation and has 50 years of industry experience. Prior to joining Taylor Stephens in 1990, he was the President and Owner of A. Cole Stephens & Associates, Inc. since 1977 and has been a self-employed insurance agent since 1969. Taylor Stephens provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to pension and profit-sharing plans. The firm focuses on strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside services such as cash flow and tax planning, retirement and education funding, and estate-planning analysis.

Matthew Saller is a CFP® professional with 17 years of industry experience. He has worked at Fidelity Investments from 2008 to 2018 and has been with Complete Wealth Management, LLC since 2019. Outside of his advisory work, he is the co-owner of D&L Farm and Home, a retail store specializing in agricultural, pet, and home care products. Complete Wealth Management, LLC serves individuals, small businesses, charities, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs Modern Portfolio Theory and manages custom portfolios through the Betterment platform, combining digital wrap services with traditional financial planning and ERISA consulting.

Jacob Gates is a financial advisor at Complete Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at DATCU Credit Union and Chick-Fil-A. Complete Wealth Management provides advisory services to individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm applies Modern Portfolio Theory to construct custom portfolios on the Betterment platform and offers asset management, financial planning, and retirement plan consulting services.