Travis William Gatzemeier

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.

Matthew Ervin is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Forum Wealth Group, an independent firm he joined in 2026 after working at Calton & Associates, Inc. and Smart Money Group, LLC for a decade. Outside of finance, he is involved in managing livestock on a part-time basis. Forum Wealth Group provides ongoing portfolio management, comprehensive financial planning, and targeted advisory consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses Modern Portfolio Theory to guide asset allocation and offers a range of investment strategies including mutual funds, ETFs, fixed income, alternatives, and the use of margin and options trading.

Louis Presley is the sole advisor at Presley Capital Management, LLC, an independent firm based in Cresson, TX. He holds a Series 65 designation and has 18 years of industry experience, having founded and operated Presley Capital Management since 2008. Outside of his advisory role, he serves as managing member and operations manager of Mustang Lending LLC, a real estate business. Presley Capital Management provides investment advisory and financial planning services, primarily implementing portfolios through third-party money managers. The firm serves clients including trusts, estates, charitable organizations, and business clients, using a combination of fundamental, technical, and cyclical analysis while maintaining client assets with independent custodians.

Tanya Gilliam is a financial advisor with Berry Wealth Group, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked at Raymond James Financial Services in various roles from 2014 to 2023. Outside of her advisory work, she owns and operates a cattle and hay production business, Rockin Rebel Ranch. Berry Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, and manages approximately $242.6 million in discretionary assets across about 352 client relationships.

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 Strategic Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Cetera, and Independent Solutions Wealth Management. Outside of his advisory role, he is a part owner of a producing oil well in Austin, Texas. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities, managing approximately $218 million in discretionary assets through a ten-advisor team. The firm combines fundamental, quantitative, and technical analysis in its investment approach, emphasizing long-term strategies with shorter-term tactics as market conditions warrant.