Daniel Jospeh Carnahan

John Souther is the principal advisor at Souther Capital Management L.L.C. in Wichita Falls, TX, with 12 years of industry experience. He holds a Series 65 designation and has held executive and board roles outside of his advisory practice, including serving as Executive Director of Digital Strategy at Carrier Corporation and as a Director on the Board and Audit Committee of International Battery Metals. Souther Capital Management advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm’s investment process is based on an Investment Policy Statement tailored to client goals and employs various strategies, including long and short trading, margin, and option strategies.

Jessica Hatcher is a financial advisor at Mercantile Investment Advisors with a Series 65 designation and two years of industry experience. Prior to her current role, she worked at Herbert R. Smith & Company and held positions in construction and media companies. Mercantile Investment Advisors provides discretionary investment management to individuals, including high-net-worth households, and institutional clients. The firm uses a mix of fundamental and technical analysis to tailor portfolios across various account types, managing accounts on a discretionary basis with regular documented reviews.

My Ton is a financial advisor at Intrua Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC. Outside of his advisory role, he is the owner and CEO of Scarliss, LLC, a cosmetic product company, and Aura Gold Labs, a cosmetic product formulation business. Intrua Financial provides investment advisory, portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and investment policy statements.

Guy Duke is a financial advisor with Edward Jones in Burkburnett, TX, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Edward Jones since 2003. Duke serves as a voting board member of the Burkburnett Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Jenny Gray is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and J.P. Morgan Securities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

Mitchell Bowles is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 registrations. His prior experience includes roles at Morgan Stanley and Merrill, spanning over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.