Austin Thompson

Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes six years at Willis Knighton Health System and ongoing involvement with Trustlaw Associates, a law firm specializing in trust, estate planning, and elder law. Outside of financial advising, he is involved in ranching and various real estate and non-securities ventures. Safe Future Wealth Partners serves primarily individual clients with comprehensive financial planning and refers clients to third-party investment advisers for portfolio implementation. The firm uses model allocations and tailored planning and reports approximately $9.2 million in assets under management across 61 client relationships.

Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc., holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Calton & Associates, Inc., Dominion Investor Services, Inc., and Summit Brokerage Services, among others. Outside of financial advising, she is a licensed CPA engaged in accounting and tax preparation and serves on the board of directors for Canton Little Dribblers. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management tailored to investor profiles. The firm employs a range of strategies using equities, fixed income, options, and specialty ETFs, and offers both discretionary and non-discretionary management.

Blake Fowler is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at San Blas Securities, LLC, New York Life Insurance Co, and other financial and insurance firms. Outside of his advisory role, Fowler serves as a city councilman in Canton, TX, and is a board member of the local Chamber of Commerce; he is also involved with a nonprofit supporting local educators. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, providing portfolio management, consulting, and oversight of third-party managers.

Jamael Harris is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2002. Outside of his advisory role, he owns a masculine leadership coaching business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Rebekah Neiman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in dental practice management and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various fund structures.

Jesse Carranza is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at USAA Investment Management Co, Quasar Distributors, LLC, and Smith Asset Management Group LP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.