Jamael Damon Harris

Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with one year of industry experience. He holds a Series 65 credential and has prior work history with Willis Knighton Health System and Trustlaw Associates, where he has been involved since 1997. Outside of advisory services, he is engaged in trust, estate planning, elder law, and ranching. 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 model portfolios and frequently relies on outside managers to execute and monitor client investments.

Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc. who holds a Series 66 designation and has 12 years of industry experience. She has worked at several firms, including Dominion Investor Services, Inc. and Summit Financial Group Inc. Outside of her advisory role, she is a certified public accountant and is involved in accounting, tax preparation, and consultation. Additionally, she serves on the board of directors for the Canton Little Dribblers. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses through discretionary and non-discretionary strategies focused on individual securities, ETFs, and mutual funds. The firm customizes investment advice based on client goals and risk tolerance, using a combination of fundamental, technical, and economic analyses alongside long-term trading and periodic rebalancing.

William Hester is a financial advisor at Dominion Portfolio Management, Inc. with over 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Dominion Portfolio Management and Summit Brokerage Services. Outside of advising, he serves as president of a ranching operation and provides accounting and tax services as a CPA through Hester & Company, PC. Dominion Portfolio Management, Inc. offers fee-based portfolio management to individuals, high-net-worth clients, and businesses, utilizing fundamental, technical, and economic analysis to tailor investment strategies primarily through long-term trading and periodic rebalancing. The firm provides both discretionary and non-discretionary management with ongoing account monitoring and supports household account aggregation and third-party money managers.

Blake Fowler is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at San Blas Securities, LLC and New York Life Insurance Co. Fowler serves as a City Councilman for Canton, TX, and is a board member of the Canton Chamber of Commerce, engaging in local government and business community activities. Kingswood Wealth Advisors provides investment advisory and consulting services to a diverse client base, including individuals, corporations, pension and ERISA plans, and institutional investors. The firm employs an open-architecture approach, tailoring portfolio management and financial planning to clients’ objectives and risk tolerance.

Philip Merrifield is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments and PMU, LLC, as well as time spent in educational settings including Wheaton College. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation, contribution rates, and retirement age guidance.

Lauren Lattig is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience and previously worked for Claire's from 2007 to 2019. Outside of her advisory work, she owns and manages Vintage & Lace, a retail store selling clothing, home décor, candles, and jewelry in Greenville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.