Matthew Aaron Diaz

Justin Lakin is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at TK Operations Consultants, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he is involved as a partner in a yak farming venture focused on meat production and also consults on financial services business operations and training. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm specializes in tailored advice across multiple program types and has a significant focus on non-discretionary assets, working extensively with plan sponsors and integrated within the New York Life affiliate structure.

Jeffrey Murry is a CFP® professional with 17 years of experience in financial advising. He is currently with Cetera Planning Partners and has held roles at various affiliated Cetera firms since 2009, as well as prior experience with Avantax and 1st Global Capital Corp. Outside of advising, he is a 33.3% owner of Murry Investments LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach tailored to clients' objectives and risk tolerance.

Mac Hargrove is a CFP® professional with 30 years of industry experience, currently serving at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Chad Burkhalter is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves as a basketball referee for the Texas High School Basketball Officiating Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages over $1 trillion in assets and offers advisory programs that include discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and various overlay and tax-efficient services.

Gary Vestal is a financial advisor with Edward Jones in Gilmer, Texas, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992 and has been affiliated with San Houston State University since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Oxsheer is a financial advisor with Edward Jones in Longview, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in timber sales in Garrison, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.