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.

James Nielsen is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2010. He holds Series 63 and Series 66 licenses and is based in Forestburg, TX. Outside of his advisory role, he manages a farm where he raises cattle and hay products. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Jennifer Eller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. Prior to this position, she served as a Benefits Relationship Manager from 2023 to 2024, a Workplace Planning Consultant I from 2022 to 2023, and a Workplace Planning Associate from 2021 to 2022, all within Fidelity Investments. Additionally, she was a Licensed Insurance Agent at New York Life Insurance Company in 2021. Her professional experience spans various facets of benefits and workplace financial planning, focusing on integrating workplace benefits into comprehensive financial plans. Jennifer aims to establish long-term client relationships based on trust, transparency, and open communication to develop customized financial strategies that align with her clients' unique needs and goals.

Yadira Wright is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2018, including a five-year tenure at Charles Schwab Bank, SSB. Prior to joining Schwab, she was employed at 1st National Bank Texas and Randolph-Brooks Federal Credit Union. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, delivering multi-asset model portfolios and access to alternative investments within an integrated operational structure.