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.

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, 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.

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.

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 with TIAA-CREF, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., Inc., Charles Schwab Bank, and various self-employed engagements. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund, operating within a vertically integrated structure that includes affiliated funds.

Cody Wood is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. 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, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base through both point-in-time financial plans and managed account solutions.

Matthew Irwin is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model offers point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Donald Sketchley is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and various insurance companies. Outside of his advisory work, he has driven for Uber to supplement income while building his practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Pamela Byrd is a financial advisor with Fifth Third Securities, Inc. in Granbury, Texas, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her previous roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. Outside of her advisory work, she serves as an administrative and operational manager at Comerica Financial Advisors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering access to various managed account programs and portfolio management options via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base and multiple affiliated entities.

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021. Bagley is also a member of The Paluxy Ponderosa LLC, where he is involved in coin collection and general maintenance activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Samuel Hume is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including TD Ameritrade and First Command. Outside of financial services, he is an owner and principal in several family businesses focused on farming, ranching, and commercial real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Charlotte Hillegas is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has been with First Command in various capacities since 2005. Hillegas is also the owner of G3 Financial. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios.