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.

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.

Ian Powell is the sole advisor at Financial Serenity, LLC, holding Series 65 and Series 63 licenses with six years of industry experience. His prior experience 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 portfolio management, financial planning, and behavior-focused financial coaching to individuals, high-net-worth clients, corporations, and small businesses, managing approximately $9.5 million in client assets. The firm uses long-term, fundamental allocation models with ongoing monitoring, offers educational seminars, and delivers coaching services that address financial behaviors and trauma.

I help individuals and families make informed financial decisions through comprehensive planning, investment management, retirement planning, tax planning, and biblical stewardship. My goal is to simplify complex financial topics and help clients understand not only what decisions to make, but why they are making them. While I work with clients from many backgrounds, I particularly enjoy serving people who are approaching retirement or already retired. Retirement often brings a long list of important decisions regarding investments, taxes, income planning, Social Security, estate planning, healthcare, and legacy goals. I help clients navigate those decisions with a structured process and a long-term perspective. I am also passionate about helping Christians integrate their faith with their financial lives. As a Certified Kingdom Advisor®, I believe money is a tool entrusted to us by God, and financial planning should reflect both wisdom and stewardship. Whether clients share my faith or not, they appreciate having an advisor who takes time to understand their values and align financial decisions with what matters most to them. My career in financial services began in 2006, and I moved into wealth management in 2008. Over the years, I have served clients in banking, investment management, retirement plans, and comprehensive financial planning. In 2013, I joined Fidelity Investments, where I ultimately served as Vice President of Relationship Management, overseeing approximately $8 billion in retirement plan assets. In 2022, I founded Chisholm Wealth Management because I wanted the freedom to provide truly independent, fiduciary advice without product sales, commissions, or corporate sales goals. As a fee-only advisor, my focus is solely on helping clients make the best decisions for their unique circumstances. At the end of the day, I view financial planning as a relationship business. Clients trust me with some of the most important decisions in their lives, and I take that responsibility seriously. My goal is to provide thoughtful advice, honest communication, and a long-term partnership that helps clients pursue financial confidence and peace of mind throughout every stage of life.

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.

Orlando Luna is a financial advisor at Discipline Wealth Solutions, Inc. with 14 years of industry experience. He holds a Series 65 designation and previously worked at CPR Financial Group and CPR Investments Inc. Luna is also a substitute teacher in Arlington, Texas. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing tailored investment advisory services including managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a range of investment approaches and offers oversight of third-party managers alongside in-house portfolio management.

David Eubanks is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Xcelsior Advisor Partners LLC and The Leaders Group Inc, and previously worked at Robert W. Baird & Co. and UBS Financial Services. Outside of his advisory role, he is the founder and managing partner of BV Private Wealth in Fort Worth, TX. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a combination of fundamental analysis and modern portfolio theory, leveraging both custom and licensed model portfolios while facilitating access to alternative and private investments.

Vernon Bell is a financial advisor with American Elite Advisory holding Series 65 and Series 66 licenses and 15 years of industry experience. He has worked at Texas Elite Advisory, LLC since 2015 and concurrently provides business consulting, planning, strategy, and life and health insurance services through Vast Data Services, Inc. American Elite Advisory is a team-based firm that provides discretionary investment management and account supervision primarily for individual and high-net-worth clients. The firm combines fundamental value equity selection with active technical and quantitative strategies, managing approximately $20.1 million in discretionary assets across about 73 client relationships.

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.

Nicholas Brown is a CFP® and ChFC® with 15 years of experience in financial services. He is currently with USAA Investment Services Company and has held various roles within USAA-affiliated firms since 2006. Outside of his financial advisory work, he has been involved with Often Home LLC since 2017. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.

Daniela Cronin is a Series 65-licensed financial advisor with Octavia Wealth Advisors LLC in Cleburne, TX. She has one year of industry experience and previously worked at Shusterman Wealth Management and Eddie V's. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm employs customized portfolios utilizing low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized ERISA 3(38) retirement plan services.

Lyndol Anderson is a ChFC® credentialed advisor with 10 years of industry experience, currently associated with Gradient Advisors, LLC. He also owns and operates West Texas Financial Solutions and West Texas Retirement Solutions, providing financial planning, advisory services, insurance sales, and medical supplements. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing tools such as the Color of Money Risk Analysis in their portfolio management.

James Neathery is a financial advisor at Redhawk Wealth Advisors, Inc. with 18 years of experience at the firm and over 35 years in the industry. He holds Series 63 and Series 65 licenses. Outside of his work at Redhawk, Neathery serves as president and CEO of James C. Neathery & Associates Inc., where he is involved in the sales and service of insurance products, and he also sells books, DVDs, and numismatic coins. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a range of investment vehicles and supports multi-generational wealth needs through various advisory offerings.

Slade Buell is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Archer Investment Corporation since 2018 and has additional experience in accounting and tax preparation through his roles at Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, utilizing diversified portfolios and a mix of separately managed accounts and proprietary funds. The firm operates a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Rex Russell is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Moloney Securities Asset Management LLC and Wealth Advisor Marketing. Outside of his advisory work, Russell serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from a published book, and chairs a committee for the nonprofit organization YoungLife. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, and retirement-plan advisory, with investment strategies tailored to each client’s objectives and risk tolerance.

J Paul Prasifka is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Rhodes Securities, Inc. for nine years. Outside of his advisory role, Prasifka serves as president-elect of the Fort Worth Texas Exes alumni association. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment approach and integrates fundamental, technical, and cyclical analyses with third-party manager oversight.

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, TD Ameritrade, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Jay Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2016 to 2021 before joining Kestra in 2021. Outside of his advisory role, he is involved in real estate through managing membership in private real estate holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment due diligence, serving various client types including large institutional investors.