David Morales is a financial advisor at First Command Advisory Services with Series 6, 63, and Series 65 licenses and one year of industry experience. Prior to joining First Command, he served in the U.S. Navy from 2015 to 2019 and received his bachelor’s degree in Finance at the University of San Diego. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led financial coaching and provides tailored professional services through structured engagement cycles.

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 Beeby is a financial advisor at Harvest Capital Management in Aledo, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens from 2014 to 2018. Outside of advisory work, he owns and manages residential real estate investments through MHB Real Estate Investments, LLC. Harvest Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory approach with fundamental analysis, offering services such as portfolio management, financial planning, and pension consulting.

Chukwudi Uraih is a financial advisor at Lampados Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Booz Allen Hamilton. Uraih serves in the United States Army Reserve. Outside of financial advising, he is the owner and CEO of Lampados Realty Group TX, LLC, which focuses on acquiring real estate for rental purposes. Lampados Financial Group provides fee-only financial planning and investment advisory services to individuals, families, professionals, and investors in firm-managed investment funds. The firm employs a proprietary methodology combining fundamental analysis and algorithmic cash-flow modeling to evaluate financial scenarios and emphasizes diversified, long-term, risk-aware strategies for individual accounts, alongside real-asset acquisition for its funds.

Garrison Leach is an independent financial advisor with G.P. Leach Securities LLC in Aledo, TX. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Cheldan Capital Management, J.S. McNair Advisors, and consulting work. G.P. Leach Securities LLC provides discretionary investment management primarily to individuals and retirement accounts. The firm uses a systematic, research-driven approach focusing on diversified portfolios of ETFs, equities, and fixed income, with tailored services and limited use of margin and derivatives.

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!

Timothy Dutton is a CFP®-certified financial advisor at Dutton Financial Planning, LLC with five years of industry experience. He has worked at firms including Commonwealth Financial Network and Colorado Financial Management, LLC. Outside of financial advising, he serves as a sales manager for Cowtown Express Logistics, a transportation and logistics company. Dutton Financial Planning provides discretionary asset management, personal and business financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm incorporates derivatives strategies in separately managed accounts and combines outsourced model portfolios with in-house oversight.

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.

Omar Aguilar is a financial advisor with Blue Ladder Financial Planning, LLC in Benbrook, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at First Command Advisory Services and First Command Brokerage Services, and he currently serves in the Air Force Reserves as an A1C specializing in Munitions Systems. He is also a board member of the Benbrook Economic Development Committee. Blue Ladder Financial Planning, LLC is registered as an investment manager offering discretionary direct asset management along with financial planning and consulting services. The firm employs a variety of analytical techniques to guide investment decisions based on documented client objectives and risk tolerances, managing accounts separately and utilizing digital custodial platforms.

Gary Wright is the sole advisor at Premier Wealth Management, LLC in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Premier Wealth Management since 2007. Additionally, Wright has operated Premier Life Planning, an insurance and tax sales business, since 1987. Premier Wealth Management serves individual clients primarily through third-party money managers and a co-advisor arrangement, focusing on portfolio management, financial planning, and consulting services while clients retain custody of their assets. The firm emphasizes model portfolio selection and oversight, with trade execution and custody handled externally.

Robert Richardson is a financial advisor with Trinsic Capital, LLC in Fort Worth, TX, holding a Series 65 designation. He has been with Trinsic Capital since 2013. Trinsic Capital, LLC provides discretionary, fee-only investment management to individuals, trusts, nonprofit organizations, and other entities. The firm manages approximately $84 million across around 47 client relationships, focusing on value-oriented equity selection through multiple equity strategies and primarily serves both high-net-worth and non-high-net-worth individual clients.

Joseph Moore is a financial advisor at Portia Capital Management in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Prota Financial, Optimum Investment Advisors, and Axa Advisors, as well as a position at Texas Family Dental/Snoring Solutions. Portia Capital Management serves a select group of individual and institutional clients, including high-net-worth families, trusts, and charitable foundations, offering comprehensive financial planning and investment management services. The firm uses a proprietary research process to build recommended investment options and emphasizes strategic asset allocation, disciplined rebalancing, and selective use of alternative investments to manage risk and return over market cycles.

Jadyn Stevens is a financial advisor at Frontier Financial Partners, LLC in Aledo, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with Frontier Financial Partners since 2014. Outside of advising, Jadyn is involved in insurance sales through One Resource Group and assists with real estate consulting for a local agent. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach that combines passive index funds and ETFs with active funds and alternatives for global diversification.

Sam Cook is a financial advisor at Fort Advisors Inc with 10 years of industry experience. He holds a Series 65 designation and has worked at Fort Advisors since 2022. Prior to that, he was with AlphaStar Capital Management and Regency Wealth Advisors, where he also serves as president of a life and health insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary asset management and financial planning, utilizing model portfolios managed by third-party subadvisers. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and maintains oversight and discretionary authority over client accounts.

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.

Gregory Berryhill is a Series 66-licensed financial advisor with 16 years of industry experience, currently with LPL Financial in Fort Worth, TX. His prior experience includes roles at Edward Jones and Worth Wealth Advisors, LLC. He is also involved in managing an insurance agency and serves as a 1099 representative for M&A activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Barry Richardson is a financial advisor at Trinsic Capital, LLC in Fort Worth, TX, holding a Series 65 designation with 19 years of industry experience. He has been with Trinsic Capital since 2012. Trinsic Capital provides discretionary, fee-only portfolio management to a diverse client base, including individuals, trusts, non-profits, and corporations. The firm’s investment approach emphasizes fundamental analysis and offers multiple equity strategies tailored to client objectives, managing all accounts on a discretionary basis.

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.

Gary Holland is a financial advisor with Holland Investment Management, Inc. in Fort Worth, TX. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. His prior firms include Citigroup Global Markets, LPL Financial, and WWK Wealth Advisors. Holland Investment Management provides fee-based, full-discretion investment advisory services to individuals, pension plans, corporations, and trusts, managing approximately $64 million in client assets. The firm follows a Global Macro, top-down allocation strategy across multiple asset classes and operates a wrap-fee program while also offering 401(k) plan consulting and financial planning.

Jeffrey Benson is a financial advisor at Frontier Financial Partners, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Frontier Financial Partners since 2010. Outside of his advisory role, he is involved in insurance sales through One Resource Group, dedicating 10 to 20 hours per month. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, complemented by active funds and alternatives, with a focus on global diversification.