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® with 10 years of experience in financial advising. He is currently a financial advisor at Smart Money Group, LLC and has held roles at Calton & Associates, Inc., VSR Advisory Services, VSR Financial Services Inc., and Kennedy Financial Services. Outside of his advisory work, he is involved in livestock management as a part-time farm laborer. Smart Money Group, LLC serves individuals, trusts, retirement plans, and business entities, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a disciplined investment process combining asset allocation, fundamental and technical analysis, and uses a range of securities including ETFs and derivatives, while also providing tax, corporate, and estate planning services.

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

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.

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 Independent Solutions Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Solutions Wealth Management since 2016, following prior roles at Summit Brokerage Services and J.P. Turner & Company, LLC. Outside of his advisory work, he is a part owner of a producing oil well through Raptor Resources. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach with a range of portfolio management options, including mutual funds, ETFs, and third-party managers, supported by ongoing due diligence and portfolio reviews.

Dee James is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameritas Advisory Services, Ameritas Life Insurance Corp., and Ameritas Investment Company, and he owns 3J Financial LLC, which focuses on the sale and servicing of 401(k) plans. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Richard Labrum is a financial advisor with Intelligence Driven Advisers, LLC and holds the Series 63 and Series 65 credentials. He has 33 years of industry experience, including roles at International Assets Advisory and Labrum Wealth Management, LLC. In addition to his advisory work, he is involved in insurance sales through an affiliated agency. Intelligence Driven Advisers, LLC is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients. The firm employs a risk-managed investment process with low-cost institutional funds, model portfolios, and customized accounts, and offers coordinated financial planning alongside discretionary investment management and retirement plan solutions.

Daniel Ashley is a financial advisor at Signal Securities, Inc. with 31 years of industry experience. He has been with Signal Securities since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Thomas Mead is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is also an agent providing insurance and annuities through Pecan Financial Services. 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 a variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Cary Hise is a financial advisor at Arkadios Wealth Advisors with five years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Summit Life Group. Outside of his advisory role, he owns KHARES BASILEIA LLC, a leadership development business for nonprofits. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and proprietary portfolio strategies. The firm operates an integrated model supporting advisors with an in-house portfolio team and offers a range of financial planning and reporting services.

Kevin Moore is a CFP® with 31 years of experience in the financial industry. He has worked at Calton & Associates, Inc. since 2020 and previously spent 14 years at LPL Financial, LLC. Outside of his advisory role, Moore owns a sporting goods business and operates as a scuba instructor, providing diving services and training. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a variety of program structures and investment approaches, including firm-managed wrap programs and separate account platforms, tailored to client goals and risk tolerance.

Timothy Shugrue is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Fisher Investments, Charles Schwab & Co., Inc., and Allstate Financial Services. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Cody Wood is a financial advisor at Empower Advisory Group with Series 63 and 66 licenses and three years of experience in the financial services industry. Prior to joining Empower, he worked at Walmart for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

Donald Sketchley is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Bank of America, Merrill, The Prudential Insurance Company of America, New York Life Insurance Company, and JP Morgan Securities. Outside of advising, he works as an Uber driver. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Kestra in 2021, he spent five years with Wells Fargo Advisors. Outside of his advisory role, he is a member of The Paluxy Ponderosa LLC, where he is involved in general maintenance and a coin collection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

William Royal is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2019. His prior roles include positions at Cetera Wealth Services, BMY Wealth Management, LPL Financial, Merrill, Bank of America, and Edward Jones. Royal is involved in several community organizations, including serving as a board member of the Stephenville Optimist Club and the Stephenville Education Foundation, as well as treasurer of the Erath County Texas A&M Club. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, employing discretionary portfolio management through a combination of in-house models, third-party sub-advisors, and technology partners.

Justin Haschke is a CFP® professional with 11 years of industry experience, currently advising at CWM, LLC. His prior experience includes roles at Cetera and LPL Financial. Outside of his advisory work, he serves on multiple local boards in Stephenville, Texas, including economic development organizations, a counseling center, and a university foundation, and he holds a position as a city councilman. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and variable insurance sub-account management. The firm employs discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Samuel Hume is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including TD Ameritrade and First Command Advisory Services. Outside of his advisory role, he is an owner and principal in family businesses focused on farming, ranching, and commercial real estate. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios with multi-factor tilts, employing various implementation strategies including ETFs, mutual funds, and separate accounts.