Trey Turner

William Kell is a financial advisor at Abbington Wells LLC in Lucas, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Abbington Wells since 2011. Abbington Wells primarily serves individual clients while also managing corporate, trust, and institutional accounts, offering portfolio management and various financial planning services. The firm employs asset-allocation strategies combining passive and active investments, using multiple analytical methods, and supports a range of approaches including options and leverage.

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.

Ilya Kisin is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been the principal and sole advisor at Kisin Wealth Management LLC since 2017 and previously worked at SSI Investment Management from 2013 to 2019. Kisin Wealth Management LLC provides fee-based advisory services to individual clients and their trusts and estates, specializing in discretionary, custom portfolio management with a tactical allocation focus. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes derivatives and option strategies within separately managed accounts.

Tommy Fincher is a financial advisor with WhiteStone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at WhiteStone Wealth Advisors since 2019, following prior roles at the Institute for Wealth Partners, Inc. and Cherry Financial Partners. WhiteStone Wealth Advisors, LLC is an independent, fee-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. Operating as a solo practice, the firm manages approximately $14.4 million across about 80 client accounts and offers portfolio management along with selection or referral of third-party money managers.

Victoria Ward is a CFP® with eight years of industry experience, operating as the sole advisor at Financial Lifestyle Management in Greenville, TX. She has been with FLM Financial Lifestyle Management LLC since 2003. Financial Lifestyle Management is an independent, fee-only firm serving individuals, families, trusts, estates, business entities, and charitable organizations. The firm provides fiduciary financial planning and discretionary portfolio management, combining active and passive strategies with an emphasis on tax-aware implementation and support for charitable distributions.

Nathaniel Gardner is a financial advisor at Prime Personal Finance with one year of industry experience. He holds a Series 65 designation and previously worked at Wayfair and NetScout. His background includes nearly two decades as a software engineer in computer science. Prime Personal Finance provides tailored financial planning, ongoing review, and education to individuals and households through virtual meetings and regular communication. The firm emphasizes fixed-income securities and mutual funds, offering advisory guidance without discretionary authority or custody, and operates on a fixed monthly fee model without commissions or performance-based fees.