Philip Merrifield

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including International Capital Management Corp, Personal Capital, Scottrade, and TD Ameritrade. He has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm serving individuals and high-net-worth clients. The firm primarily implements passive, asset-class-based portfolios guided by Modern Portfolio Theory, complemented by fundamental analysis and manager due diligence when recommending outside managers or investments.

Bret Wilson is the sole advisor at Wilson Investment Services in Rockwall, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2014. Wilson Investment Services manages approximately $14.8 million for 29 individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes technical and charting analysis alongside fundamental analysis, implementing ETF-centric portfolios that include long-term holdings, short-term trading, covered-call writing, and hedging strategies.

John Canada is a financial advisor with Coppell Advisory Solutions LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2012. In addition to his advisory role, he works as an insurance agent, enrolled agent, and mortgage broker, offering Medicare and elder care planning products as part of his services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customized investment approach combining internally developed and third-party asset allocation models, implementing strategies with ongoing supervision and periodic rebalancing.

Lawrence Oliver is a financial advisor at Prosperity First Wealth Management with seven years of industry experience. He holds a Series 65 designation and has worked previously at Superior Industries. Oliver also serves as Vice President of Operations for First Co, an HVAC equipment manufacturer. Prosperity First Wealth Management offers portfolio management and integrated financial planning services to individuals, high-net-worth clients, self-employed individuals, and family trusts. The firm emphasizes custom portfolios using low-cost mutual funds, ETFs, bond funds, U.S. Treasury securities, and select individual securities, managing only non-discretionary accounts without custody of client assets.

Jaime Sanchez is a financial advisor at Partner Wealth Management, LLC in Rockwall, TX, holding a Series 63 designation with 31 years of industry experience. He has been with Partner Wealth Management since 2014. Partner Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a range of analytical methods and trading strategies. The firm manages both wrap and non-wrap accounts, maintains a small client roster, and requires clients to use a single custodian, Charles Schwab.

James Fowler is a financial advisor at Crestview Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has a background spanning over two decades in chiropractic care and currently maintains roles at Genesis Back and Neck and First Step Chiropractic, P.A. Outside of his advisory work, Fowler is president of Vital Coaching, L.L.C., a property management business. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm employs a client-driven investment process that incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies aligned to clients’ objectives.