Blake Ryan Fowler

Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with two years of experience in the industry. He holds a Series 65 designation and has prior work experience at Willis Knighton Health System and Trustlaw Associates, where he has been involved in trust, estate planning, and elderlaw for over two decades. Outside of advising, he is engaged in ranching and other non-securities-related business ventures. Safe Future Wealth Partners serves individual clients by providing ongoing portfolio management and financial planning, often referring clients to third-party advisers for discretionary management. The firm uses investment policy statements and relies on recommended outside managers to implement and monitor client portfolios.

Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc. holding a Series 66 license and 13 years of industry experience. She has worked at several related firms, including Calton & Associates and Dominion Investor Services. Outside of her advisory role, Jason is a CPA and is involved in accounting, tax preparation, and real estate services, as well as serving on the board of a local youth sports organization. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm uses a range of analytical techniques and tailors investment advice to client goals, operating as a fiduciary for retirement rollovers while allowing for investment restrictions and household account aggregation.

William Hester is a financial advisor at Dominion Portfolio Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Calton & Associates, Inc., Dominion Investor Services, Inc., and Summit Brokerage Services. Outside of his advisory role, he is involved in accounting and tax services through Hester & Company, PC and operates a ranching business. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary investment management with a focus on long-term trading and periodic rebalancing, tailoring strategies based on clients’ goals, time horizons, and risk tolerance.

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 for Kimberly Neiman, DDS for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment companies and fund-of-funds.

Jesse Carranza is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including USAA Investment Management Co, Quasar Distributors LLC, Smith Asset Management Group LP, Morgan Stanley, and Citigroup Global Markets. Carranza is based in Canton, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.