David Storz is a financial advisor with Edward Jones in Edna, Texas, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he owns and operates BS Cattle Company, where he manages a herd of 60 cattle and maintains the property to teach values to his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and is notable for its extensive network of advisors and branch offices, as well as affiliated services including a trust company and proprietary mutual funds.

Jill Phillips is a financial advisor with LPL Financial in Inez, TX, holding a Series 66 designation and 16 years of industry experience. Her prior roles include work with Waddell & Reed Inc. and various insurance carriers, as well as a position at Holy Rosary Catholic School. She was also involved with Idaho Falls Civitans for nine years. LPL Financial provides a broad range of advisory and brokerage services to individual investors, institutions, and retirement plan sponsors. The firm offers multiple delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.