Melanie Romine

Brent Harper is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Valic Financial Advisors and AGIA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with various managed advice programs and investment education services, utilizing proprietary portfolio models and oversight from Morningstar Investment Management. The firm focuses on asset allocation and retirement guidance for a broad client base and operates as part of the larger Transamerica/AEGON group.

Carley Shuffield is a financial advisor with Edward Jones in Cameron, TX, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2020 and previously held roles at Favor and The A Team-Mobile Veterinary Care. Outside of her advisory work, she is a majority owner of Shuffield Land Clearing & Services, LLC, where she assists with bookkeeping and payroll. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers various tax-efficient and overlay services supported by a nationwide network of financial advisors.

Adam Carter is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He has held roles at FSC Securities Corporation and Haber Wealth Group and previously worked for Aledo ISD for twelve years. Outside of advisory work, he manages a cattle ranch and serves on the board of the Cameron Chamber of Commerce. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and nonprofits. The firm offers a diverse range of advisory programs and investment options, supported by advanced asset-allocation and portfolio management tools.