Rance Ellis

Shane Abernathy is a financial advisor with Momentum Independent Network Inc. in Henderson, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Hilltop Securities Independent Network Inc., Ameriprise Financial Services, Inc., and Investment Professionals, Inc. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships, offering investment advisory programs, managed accounts, financial planning, and retirement plan consulting. The firm employs a platform model utilizing third-party managers and Envestnet for model delivery and account management, with notable integration with Hilltop affiliates for municipal bond strategies and cash management features.

Jonathan Best is a financial advisor with Jaffe Tilchin Investment Partners, LLC and holds a Series 63 license. He has 33 years of industry experience and previously worked with Raymond James Financial and Parkway Wealth Management Group. Outside of his advisory role, he owns and operates Best Financial Group, Inc., BFG Global, Inc., and Jon Best Farms, an agricultural business. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and private placement services. The firm offers both discretionary and non-discretionary account management and integrates private fund operational services into client servicing.

Dalton Smith is a financial advisor with Guardian Life and holds a Series 66 credential. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is the author of a book titled *The Mech*. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services. The firm offers a range of investment advisory programs utilizing in-house and third-party model portfolios.

Jeb Howard is a financial advisor with Edward Jones in Henderson, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a 25% owner of Barnhardt Creek Properties, a partnership based in Henderson. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Laney Arrington is a financial advisor at Edward Jones with a Series 66 designation and no prior industry experience. Before joining Edward Jones, Laney worked in the food service industry and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary investment products.

Charles Hutto Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2011. Outside of his advisory work, he is involved in music as a live performer and songwriter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions supported by a nationwide network of more than 23,000 advisors.