Paul De Rosa is a CFP® with 38 years of experience in the financial industry. He is the sole advisor at De Rosa Asset Management, LLC, an independent firm he established in 2024. Prior to this, he worked at Gateway Advisory, LLC for ten years. De Rosa Asset Management is a solo practice that provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tactical, systematic investment approach using technical analysis and momentum indicators to allocate among equities, cash, and ETFs, tailoring portfolios to client objectives and risk tolerance.

Michael Killeen is a financial advisor with Burr Financial Services, LLC in Belton, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Independent Financial Group for ten years before joining Burr Financial Services in 2022. Outside of advisory services, he is an insurance agent offering life and long-term care insurance through Trumark Insurance Services. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-method investment process and offers tailored portfolios incorporating both long- and short-term strategies, alongside services such as retirement, trust and estate, tax integration, education, and insurance planning.

Samantha Varacalli is a CFP® certificant affiliated with The Personal Wealth Coach in Salado, TX. She has less than one year of industry experience and has held roles at Northwestern Mutual Wealth Management Company and other firms since 2024. The Personal Wealth Coach serves individuals, families, trusts, foundations, and employer-sponsored retirement plans, providing investment portfolio design, discretionary portfolio management, and limited financial planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing strategic asset allocation and fund selection guided by Morningstar ratings and management criteria.

Jeffrey Mcclure is a CFP® with 34 years of industry experience, currently serving as an advisor at The Personal Wealth Coach since 2007. He holds a Series 63 license and works from Salado, TX. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design and discretionary portfolio management alongside limited personal financial and business planning. The firm’s investment approach is grounded in Modern Portfolio Theory, focusing on strategic asset allocation and disciplined fund selection, with an emphasis on value and mid-cap exposures.

Jacob Mcclure is a financial advisor with The Personal Wealth Coach, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with The Personal Wealth Coach since 2007. Outside of advising, he owns a sole proprietorship involved in artwork and serves as chairman of the board for Salado Montessori Inc., a nonprofit educational institution. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design, discretionary portfolio management, and limited financial and business planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on strategic asset allocation across multiple asset classes and using Morningstar criteria for fund selection.

Russell Price is a financial advisor at Nelson Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nelson Securities since 1988. Outside of his advisory work, Price is a licensed geologist providing freelance consulting services and serves as a director of Snowshoe Mining. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients, offering discretionary investment management and consulting services to a diverse client base including individuals, families, trusts, and organizations. The firm utilizes a combination of fundamental and technical analysis across various investment strategies, tailoring asset allocations based on detailed investor profiles and continuously monitoring client accounts.

Toni Ann Dorsey is a financial advisor at Navy Federal Investment Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, KeyBank, and First Command Financial Planning. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through a range of model-driven portfolios managed by third-party firms.

Maria Garza is a financial advisor at Portfolio Medics, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at firms including Wealth Watch Advisors and Horter Investment Management. Outside of advisory work, she owns Platinum Tax Advisory, where she provides tax preparation services, and is also an independent insurance agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches.

Jonathan Ellefson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Intervest International Equities Corporation for 32 years before joining Ausdal in 2024. Outside of advisory work, he operates Ellefson & Associates, a business through which he continues to conduct investment-related activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through both discretionary and non-discretionary accounts with a broad range of investment options.

Cally Weight is a financial advisor at First Command Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2015. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management solutions.

Chance Scott Dial is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Outside of finance, he has work experience with Oklahoma Christian University and involvement in promotional and event-related businesses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Boyd De Zonia is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and eToro. Outside of finance, he is involved with Triforce Group, which creates mobile games, and Snider and Son's Restoration, a vehicle restoration consulting business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Jaylynn Gibson is a financial advisor at First Command Advisory Services in Waco, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining First Command, she served five years in the U.S. Army. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that offers financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led planning relationships and provides structured engagement cycles through its Tailored Professional Services and Asset Management Solutions programs.

Isaiah Birkel is a Series 66-licensed financial advisor with Empower Advisory Group in Killeen, TX, bringing experience from both financial services and entrepreneurial ventures. His background includes roles at Bankers Life & Casualty Company and ownership of Delivering Delights LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Bryson Seekins is a financial advisor with PNC Wealth Management in Belton, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Cadence Wealth Management, Eagle Strategies, NYLIFE Securities LLC, and New York Life. He also serves as Treasurer for the Belton United Wesley Foundation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio platform for employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Ramon Jimenez is a financial advisor with First Command Advisory Services in Belton, TX, holding a Series 66 designation and four years of industry experience. He has worked extensively within various First Command entities since 2021. Outside of his advisory role, he owns and manages two non-investment-related businesses, Epiphany Management Solutions, LLC and Epiphany Real Estate, LLC, and serves on the boards of two small nonprofits focused on community support. First Command Advisory Services serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary asset management based on in-house model portfolios.

Samantha Hilliard is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with First Command and its affiliated entities since 1996. Outside of her advisory role, she is actively involved in the Arabian horse community as President of the Arabian Hunter Pleasure Association, a nonprofit organization, and participates in buying, selling, and showing horses through her Pecan Valley Farm. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities, offering comprehensive financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured planning engagements, supported by an in-house investment management team that manages discretionary portfolios based on fundamental analysis and portfolio principles.

Patricia Wilder is a Series 66-licensed financial advisor with 11 years of industry experience, currently with CWM, LLC. She has worked at Cetera Wealth Services, LPL Financial, and Edward Jones. Outside of advisory work, she volunteers with the Dripping Springs Lions Club, mentoring children and performing eye exams. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm employs a combination of in-house models, third-party sub-advisors, and technology partners to deliver discretionary portfolio management.

Tom Mitchell Jr. is a financial advisor with First Command Advisory Services in Georgetown, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been involved with affiliated First Command entities since 2014. First Command serves a diverse client base, including individuals, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage, insurance, and banking products through its multi-service platform. The firm emphasizes advisor-led, face-to-face financial coaching and structured planning engagements, supported by an in-house investment management team that manages discretionary model portfolios.

Castulo Vera is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. He has been with First Command and its affiliated entities since 2018. Outside of his advisory role, he owns Vera Family Financial Services, LLC, which supports his work with First Command. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured planning engagements supported by an in-house investment management team.