Taylor Leeann Cope

John Mckenzie is a financial advisor with Lazarus Wealth Management LLC in Alvord, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Raymond James & Associates, Inc. for nine years and LPL Financial LLC for four years before founding Lazarus Wealth Management LLC in 2022. Lazarus Wealth Management LLC provides discretionary portfolio management and wrap-fee advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, and cyclical analysis, employing strategies from long-term investing to short-term trading across mutual funds, equities, ETFs, and fixed income, with accounts managed on a discretionary basis.

Kenneth Kirkeby is a financial advisor at Lombard Advisers Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thornhill Securities, Inc. and Private Client Services. Outside of his advisory work, he raises and trains horses and has authored articles related to hunting and fishing for outdoor magazines. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs and employs a combination of fundamental, technical, and cyclical analysis in portfolio construction, with many clients retaining final trading authority.

William Marney is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Mass Mutual Life Insurance Company, MML Investors Services LLC, and TD Ameritrade. Outside of his advisory role, he has business responsibilities managing client communications for a retail sales venture in the car wash industry. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with expertise in educator retirement programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Dallas Ballou is a financial advisor at Edward Jones in Decatur, TX, holding a Series 66 license. He began his tenure at Edward Jones in 2026 and has prior work experience with BKV Corporation and Devon Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brady Mann is a financial advisor with Primerica Advisors in Decatur, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, Mann is a partner in Mann Endeavors, LLC, a real estate investment business, and Mann Auto Group LLC, an automotive enterprise. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan management.

John Mc Shan is a financial advisor with Ameriprise in Decatur, TX, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2018, following four years at Investment Professionals Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice, with a focus on assets managed within Ameriprise accounts.