Patrick Tyler Dowell

James Malloch is a financial advisor with Advisory Services Network and holds Series 63 and Series 66 licenses. He has 34 years of industry experience, including roles at Cambridge Investment Research Advisors and Jackson Hollow Asset Management. Malloch has also worked as an independent insurance agent for various companies. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment consulting, and a wrap-fee program, managing about $8.6 billion in client assets.

Nathan Heersink is a financial advisor with Edward Jones in Crockett, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Matthew Raines is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he spent 17 years at Frontier Camp, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

James Dowell is a CFP®-certified financial advisor with Edward Jones, based in Crockett, TX, and has 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he is president of Bulldog Land Company, involved in buying and selling land. 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. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Madison Sanchez is a financial advisor at Fidelity with seven years of industry experience. She has worked with Fidelity Investments since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of her advisory work, Madison participates in local bowling leagues. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including model portfolios and multi-manager fund structures.