Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

Johnny Parker is a CFP® with 20 years of industry experience. He is the principal of Parker Wealth Group, LLC, where he has worked since 2023. Prior to this, he was associated with Synergy Securities and has maintained a long-standing role at Parker & Richardson, P.C. Outside of his advisory work, Parker serves as president of Texas Insurance Agency, Inc., is a member of Tax Resolution Specialists, LLC, and acts as CFO for Victory Telecom, Inc. Parker Wealth Group, LLC is a state-registered investment adviser providing discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, families, trusts, estates, and private business owners. The firm employs a blended investment process utilizing technical, fundamental, and cyclical analysis, offering tailored portfolios based on clients’ risk tolerance, time horizon, and liquidity needs.

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.

Ian Powell is a financial advisor at Financial Serenity, LLC in Burleson, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Woodbury Financial Services, Fortune Financial Services, Interactive Financial Advisors, Battle Born Financial Advisor, United Parcel Service, and FTS International. Financial Serenity, LLC provides discretionary investment management, financial planning, advisory consulting, and behavior-based financial coaching to individuals, corporate, and small-business clients. The firm uses customized portfolios based on internal research and offers services such as periodic portfolio reviews, educational seminars, and management of assets in annuity products or employer retirement plan rollovers.

Professional Background In 2006, I began working in the financial services industry and in 2008 I moved into the wealth management side of the business between two firms over the next 5 years. In 2013, I joined Fidelity Investments to help companies administer their retirement plans where I left as a Vice President of Relationship Management overseeing roughly $8 billion of retirement plan assets. And in 2022, I started Chisholm Wealth Management to offer truly independent fiduciary advice and the highest level of service to my clients. Personal Background I’m married to my wife, Dr. Christina Sandra. We met at Southwestern Baptist Theological Seminary, where I took classes for a few semesters. She finished her masters in Christian education and went on to obtain her doctorate from there as well in educational ministry, concentrating in executive leadership. She serves in our local church where she focuses on building the next generation of ministry workers, both professionals and lay leaders. We have a daughter (who, for some reason, enjoys listening to financial planning podcasts on the way to school) and an English Lab. While a variety of hobbies exist in my life, I particularly enjoy triathlons, cycling, being outdoors, and serving at Christ Chapel Bible Church. Education and Certifications I have a Masters of Science in Personal Financial Planning from Texas Tech University and a Bachelors in Business Administration, majoring in Finance, from the University of Central Oklahoma. I’m a CERTIFIED FINANCIAL PLANNER® professional and a Certified Kingdom Advisor. I am a member of the, National Association of Personal Financial Planners, and XY Planning Network. What about the firm name? My whole life has been lived on the Chisholm Trail. From my home town, to college, to today in Fort Worth I’ve always resided on it. It’s just a name that I’ve seen my whole life!

Robert Schulz is a CFP® professional with 30 years of industry experience, currently serving at Schulz Wealth, Ltd. since 2014. Prior to that, he worked at First Texas Financial Services Corp for 18 years. Schulz Wealth, Ltd. advises high-net-worth individuals, trusts, estates, and employer retirement plans, managing approximately $438 million in assets. The firm employs a Modern Portfolio Theory-based approach emphasizing diversification, Monte Carlo analysis, and a combination of active and passive strategies across various investment types, including ETFs and alternative investments.

Krystal La Follette is a financial advisor at Schulz Wealth, Ltd. with a Series 65 designation and one year of industry experience. She previously worked at Texas A&M University and in the Kennedale School District. Schulz Wealth, Ltd. advises individuals, trusts, estates, and employer retirement plans, managing approximately $438 million in client assets. The firm combines Modern Portfolio Theory with both active and passive investment strategies and offers comprehensive wealth planning, investment management, and retirement plan consulting.

Brian grew up in Midlothian, TX and lives in Burleson with his wife Ashlea and their four children, Brooklyn, Barrett, Libby and Luke. They are actively involved with the Christ Chapel Bible Church South Campus in Burleson and enjoy fellowship with other families at the church.Brian graduated from Texas A&M University in 2004 where he majored in Sports Management. He is still actively involved in “Aggieland” and enjoys attending Aggie road games and never misses a chance to tailgate. After graduation from A&M, Brian was a teacher and coach in his hometown of Midlothian for two years. He learned that it would be easier to explain complex principles to adults than middle school children, so he started his financial services career in 2007. Brian developed a passion for working closely with clients to help them achieve their financial goals. In 2020, Brian completed his CERTIFIED FINANCIAL PLANNER certification and joined Chisholm Wealth Management in March of 2025.

Roger Whitney is a CFP® with 34 years of industry experience, currently serving as an advisor at Align Financial, LLC. His prior roles include positions at Strategic Financial Concepts, Fwpam, and LPL Financial. Whitney is also the owner of RP Whitney LLC, which produces educational content such as podcasts, books, courses, and community programs under the names Retirement Answer Man® and Rock Retirement Club. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm combines in-house planning with access to third-party model managers and operates multiple offices to serve a regional client base.

Austin Smith is a financial advisor at Schulz Wealth, Ltd. with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Schulz Wealth in 2018, he worked at TCG Advisors, Intrust Fiduciary, Discover Financial Services, and South Western. Schulz Wealth, Ltd. serves individuals, trusts, estates, and employer retirement plans, managing approximately $438 million in client assets. The firm applies Modern Portfolio Theory, combining active and passive management strategies, and offers comprehensive wealth planning, investment management, and retirement plan consulting.

Orlando Molina is a financial advisor at MDX Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bournehill Investment Services, Inc. and CFS Advisors LLC. Molina is also a licensed independent agent for life and health insurance in Texas. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services, employing a fundamental research process to construct individualized portfolios across a range of asset classes.

Vernon Bell is a financial advisor with American Elite Advisory in Crowley, TX, holding Series 65 and Series 66 designations and bringing 14 years of industry experience. He has worked at Texas Elite Advisory, LLC since 2015 and previously at Dower Strategic Capital. Outside of advising, he provides business consulting services and life and health insurance through Vast Data Services, Inc. American Elite Advisory offers discretionary portfolio management and account supervision to individual and high-net-worth investors, utilizing a fundamental value-oriented investment approach combined with technical and quantitative strategies. The firm manages customized portfolios and provides access to various third-party programs and products.

Tony Adkison is a financial advisor with Stewardship Advisory Group, LLC, holding a Series 66 designation and over 15 years of industry experience. He has been with Stewardship Advisory Group since 2013 and is also involved with Stewardship Legacy Coaching, LLC, which offers coaching services focused on family and business legacy stewardship. Additionally, he operates an independent insurance agency. Stewardship Advisory Group provides wealth management, investment management, financial planning, and employer-sponsored retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, customizing portfolios based on client risk profiles and offering strategies that include Biblically Responsible Investing and collaboration with estate and tax professionals.

James Shores is a financial advisor at American Elite Advisory with six years of industry experience. He holds a Series 65 designation and has worked previously with Retirement Wealth Advisors and Royal Fund Management, LLC. In addition to his advisory role, Shores owns and operates JVS Wealth LLC, where he provides financial planning focused on insurance products and Medicare insurance. American Elite Advisory offers discretionary portfolio management and supervisory services to individual and high-net-worth investors, using a value-oriented investment approach combined with technical and quantitative strategies. The firm customizes portfolios through separately managed accounts and multiple indicators, serving clients across five offices with a team of seven advisors.

David Bennett is a financial advisor at Expand Financial Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at G.A. Repple & Company and operated his own firm, David Bennett, Inc. Outside of investment advisory work, he is president of Expand Ministry, LLC and serves as a fundraising consultant for community churches, including the Community Church at Lakeridge and the Excel Leadership Network board. Expand Financial Group is a team-based SEC-registered advisory firm serving approximately 289 clients with discretionary and non-discretionary asset management, as well as financial planning and consulting services. The firm employs a portfolio approach utilizing stocks, bonds, mutual funds, ETFs, and alternative investments, incorporating fundamental, technical, quantitative, and sector analysis.

Daniela Cronin is a financial advisor at Octavia Wealth Advisors LLC with a Series 65 credential. She has eight years of industry experience, including five years at Shusterman Wealth Management and four years at Eddie V's prior to joining Octavia Wealth Advisors. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in client assets through a multi-advisor team, employing a long-term investment approach that combines fundamental and technical analysis across diversified portfolios.

Timothy Mangus is a financial advisor with PFG Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, BBVA Wealth Solutions, and TdAmeritrade. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, principally using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Tyisha Wolfe is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her prior roles include positions at First Command Financial Services, Trinity Portfolio Advisors, Morgan Stanley, and Motif Investing. Outside of her advisory work, she is the founder of Hattie's House Youth Solutions, an organization that provides real-world readiness training to underserved youth preparing to age out of foster care and juvenile justice systems. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Justus Winkler is a financial advisor with Momentum Independent Network Inc. and holds a Series 66 designation. He has one year of industry experience and previously worked at J Patterson Group, Inc/Momentum Independent Network, Da Capo Studio, Music Learning Band, Shelton Scholars, and Paciugo Gelato. Outside of finance, he works as a private contractor musician, playing guitar in various musical settings. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates.