James Stubbs

Paul De Rosa is a CFP® with 38 years of experience in the financial industry. He is the sole advisor at De Rosa Asset Management, LLC, an independent firm he established in 2024. Prior to this, he worked at Gateway Advisory, LLC for ten years. De Rosa Asset Management is a solo practice that provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tactical, systematic investment approach using technical analysis and momentum indicators to allocate among equities, cash, and ETFs, tailoring portfolios to client objectives and risk tolerance.

Mallory Moore is a financial advisor at Gateway Financial Advisors Texas, LLC with four years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Gateway Financial Advisors Texas in 2025, she worked at First Trust Advisors L.P. and First Trust Portfolios L.P. from 2021 to 2025. Outside of finance, she manages Tres Playas Quarter Horses, LLC, a horse breeding business in Lampasas, TX. Gateway Financial Advisors Texas serves individual and high-net-worth clients with tailored portfolio management and comprehensive financial planning. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build diversified portfolios aligned with client goals and risk tolerance.

Toni Ann Dorsey is a financial advisor at Navy Federal Investment Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, KeyBank, and First Command Financial Planning. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through a range of model-driven portfolios managed by third-party firms.

Jonathan Ellefson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Intervest International Equities Corporation for 32 years before joining Ausdal in 2024. Outside of advisory work, he operates Ellefson & Associates, a business through which he continues to conduct investment-related activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through both discretionary and non-discretionary accounts with a broad range of investment options.

Cally Weight is a financial advisor at First Command Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2015. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management solutions.

Humberto Vasquez is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked since 2019. He has six years of industry experience and concurrently serves in the U.S. Army, a position he has held since 1996. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.