Brandon Ross Roberts

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.

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.

Holly Wasson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in education at various school districts and Texas A&M Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Rebekah Neiman is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to her current role, she worked at Kimberly Neiman, DDS for six years. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including serving as an advisor to multiple registered investment companies and delivering model portfolios to intermediary platforms.

Tod Byrd is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has been with LPL Financial and its predecessor firm since 2003, following a brief tenure at A. G. Edwards & Sons, Inc. Byrd also operates Byrd Investment Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Kelley is a financial advisor with Cambridge Investment Research Advisors. He holds Series 65 and Series 66 designations and has 23 years of industry experience. His prior work includes roles at Fortune Financial Services Inc., Allstate Insurance Co., and ownership of Friendly Insurance Agency, Inc., where he remains active as president. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options with multiple custody arrangements and incorporates proprietary and third-party strategies.