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.

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.

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.

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!

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.

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.

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.

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.

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.

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.

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.