Phil T 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.

Jamael Harris is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2002. Outside of his advisory role, he owns a masculine leadership coaching business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Holly Wasson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in education at various school districts and Texas A&M Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Rebekah Neiman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked for Kimberly Neiman, DDS for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment companies and fund-of-funds.

Tod Byrd is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Brandon Roberts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Nestle Waters North America for eight years. He is also the president of the Rains ISD Education Foundation in Emory, Texas, a role he holds without financial responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.