James Malloch is a financial advisor with Advisory Services Network and holds Series 63 and Series 66 licenses. He has 34 years of industry experience, including roles at Cambridge Investment Research Advisors and Jackson Hollow Asset Management. Malloch has also worked as an independent insurance agent for various companies. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment consulting, and a wrap-fee program, managing about $8.6 billion in client assets.

Nathan Heersink is a financial advisor with Edward Jones in Crockett, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, 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.

Matthew Raines is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Frontier Camp, Inc. for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

James Dowell is a CFP®-certified financial advisor with Edward Jones, based in Crockett, TX, and has 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he is president of Bulldog Land Company, involved in buying and selling land. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Madison Sanchez is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Fidelity, Sanchez worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of work, Sanchez participates in local bowling leagues. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, including algorithmic and AI-driven methods.

Patrick Dowell is a CFP® professional with four years of industry experience. He is currently an advisor at Edward Jones and previously worked at Merrill and Goldman Sachs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of investment strategies and operates a large network of advisors and branch offices across the United States.