Alisha Wright

Sarah Patton is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Creative Planning and previously worked at Heritage Wealth Management and Willis Johnson & Associates. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Robert Wrobleske is an advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 65 designations. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Glenn Walker III is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. His prior work includes roles at Rocket Mortgage, Mass Mutual, and J.P. Morgan. Outside of his advisory role, he is involved as a mortgage loan officer with Peak Home Finance LLC and Loan Factory. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Brian Lewis is a financial advisor with Edward Jones in Levelland, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and offers a wide range of investment and advisory services under a fiduciary standard.

Austin Lowery is a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who assist clients in pursuing their personal and family financial goals by developing personalized strategies. Prior to becoming a Branch Leader, Austin held several positions at Fidelity Investments, including Team Leader for Investment Solutions from 2022 to 2023, Help Desk roles in Fixed Income and Investment Solutions between 2020 and 2022, and Investment Solutions Representative from 2016 to 2020. He also served as a Financial Representative Full Trader in 2016. Austin's career at Fidelity Investments has provided him with extensive experience in investment solutions and client support.

Tanner Terrell is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. Outside of his advisory role, he is president of Terrell Family Holdings LLC, a rental business in Levelland, TX. Edward Jones is a wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.