Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, she owns and operates businesses focused on divorce financial analysis, fruit compote manufacturing, and real estate administration. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm utilizes model portfolios emphasizing multi-asset allocation, diversification, and low turnover, serving approximately 116 clients with no minimum account size requirement.

John Moore is a financial advisor with Equilibria Wealth Management, LLC in Odessa, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has previously worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services Inc. Outside of his advisory role, Moore owns and manages Equilibria Earth, a business that manufactures fruit compotes, and is also a realtor with Gabrianna LLC. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm employs diversified, multi-asset investment models with an emphasis on rebalancing, low turnover, and risk management through trailing stop-loss rules.

Karen Mcintyre is a financial advisor at Uniting Wealth Partners with 43 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Uniting Wealth Partners in 2024, she spent over 20 years with Raymond James Financial Services. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified portfolios that may include mutual funds, ETFs, equities, bonds, options, REITs, and alternative investments.

Michelle Acton is a financial advisor at Private Wealth Asset Management with three years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 36 years. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services including oil and gas holdings management, real estate asset management, and business transition planning.

Gayle Fincher is a financial advisor at Private Wealth Asset Management with a Series 65 credential and two years of industry experience. Prior to joining Private Wealth Asset Management in 2022, Fincher worked for Wells Fargo Bank, NA for 31 years. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis, alongside offering specialized services such as oil and gas holdings management and business transition planning.

Stephen Hurt is a financial advisor with Uniting Wealth Partners in Odessa, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He previously worked at Raymond James Financial Services from 1999 to 2024. Outside of advising, he owns Odemoco, LLC, a payroll facilitation business, and is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, serving clients on both discretionary and non-discretionary bases.

Troy Chesnut is a CFP® professional with 37 years of experience in the financial services industry. He has worked at LaSalle St. Investment Advisors, L.L.C. since 2022, following a long tenure at Avantax Advisory Services and related entities from 1989 to 2022. Outside of his advisory role, Chesnut serves as treasurer and comptroller for the American Wheelchair Mission and holds leadership positions with several nonprofit organizations, including the Vrdur Foundation and Jerry Lewis Comedy Classics Corp. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both discretionary and non-discretionary management with a notable emphasis on non-discretionary assets.

Dylan Hale is a financial advisor at Prospera Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for eight years before joining Prospera in 2020. Outside of his advisory role, he co-owns and operates Level Wealth Management with his spouse. Prospera Financial Services, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio management options.

Whitney Brady is a financial advisor at PlanMember Securities Corporation with 27 years of industry experience. She holds a Series 63 designation and has a background that includes roles at Financial Fitness Strategies and Irm Distributors, Inc. in addition to working as a self-insurance agent since 1991. Outside of her advisory role, she is an agent for Financial Fitness, focusing on investments, life, health, supplemental benefits, and fixed annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation process and manages risk-based mutual-fund portfolios, offering education and support services including seminars and personalized retirement planning.

Craig Foreman is a financial advisor at &Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. Outside of his advisory role, he serves as an elder and board member at Odessa Bible Church, participating in the governance and business functions of the church. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and private businesses. The firm offers a range of services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, utilizing both proprietary and third-party strategy models with discretionary and non-discretionary management options.

Thomas Coke is a financial advisor at &PARTNERS with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward D. Jones & Co., L.P. for 34 years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm combines platform technology with proprietary and third-party strategy models to offer customizable advisory programs, encompassing portfolio management, financial planning, and specialized services such as 1042 Consulting and retirement-participant discretionary account management.

Lucy Herrera is a financial advisor at Truist Advisory Services with over 12 years of experience at various Truist entities. She holds a Series 66 designation and is based in Odessa, TX. Herrera's career has been exclusively with Truist and its related firms since 2012. Truist Advisory Services provides investment consulting, retirement plan services, and managed account programs to individual, corporate, charitable, and institutional clients. The firm’s approach emphasizes asset allocation advice, manager selection support, and ongoing monitoring, utilizing technology such as AI-enabled equity research tools within a large affiliated network.

Nicklaus Webster is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Distribution NOW and About Cash. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Erica Guerrero is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2019 and worked at the University of Texas of the Permian Basin prior to that. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies 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.

Arthur Leal is a financial advisor at Edward Jones in Odessa, TX, with 22 years of industry experience. His prior work includes roles at Uber, Charles Schwab Bank, Charles Schwab, and Bank of America Corporation. He holds Series 63 and Series 66 credentials. 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, with a nationwide network of more than 23,700 financial advisors.

Dakota Jones is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at Texas A&M University and in athletics-related positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Karl Rundgren is a CFP®-certified financial advisor with Raymond James Financial in Midland, TX, bringing 11 years of industry experience. He has been associated with Raymond James and the Van Pearcy Wealth Services Team since 2013. Outside of his advisory role, Rundgren is an associate at Van Pearcy Financial Services, where he provides financial advice and manages client accounts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Keri Hicks is a financial advisor with Primerica Advisors in Odessa, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at UPS, Clayton Dennis, and Primerica Financial Services. Outside of financial advising, she is self-employed in equine services and works as a real estate agent with Fathom Realty, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.

Tina Mobley is a financial advisor at Edward Jones in Odessa, TX, with two years of industry experience. She holds the Series 66 designation and previously worked at Clean Chemistry Inc, Lone Star Instrumentation & Electric Corporation, and RK Pump & Supply. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Arrick is a financial advisor with Raymond James Financial in Odessa, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial since 2009 and also operated Arrick Financial Services, Inc., a support company, from 2005 to 2019. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various platforms, emphasizing advisory relationships where clients retain final decision authority.