Sarah Patton is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Creative Planning and previously worked at Heritage Wealth Management and Willis Johnson & Associates. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Robert Wrobleske is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with diverse investment strategies, and acts as a qualified custodian for assets held at the firm.

Glenn Walker III is a financial advisor with Empower Advisory Group and holds Series 63, 65, and 66 licenses. He has 10 years of industry experience, including prior roles at Rocket Mortgage, Mass Mutual Investors Services, and J.P. Morgan Chase Bank. Outside of advisory work, he is a mortgage loan officer involved with Peak Home Finance LLC and Loan Factory. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brian Lewis is a financial advisor with Edward Jones in Levelland, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and offers a wide range of investment and advisory services under a fiduciary standard.

Austin Lowery is a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who assist clients in pursuing their personal and family financial goals by developing personalized strategies. Prior to becoming a Branch Leader, Austin held several positions at Fidelity Investments, including Team Leader for Investment Solutions from 2022 to 2023, Help Desk roles in Fixed Income and Investment Solutions between 2020 and 2022, and Investment Solutions Representative from 2016 to 2020. He also served as a Financial Representative Full Trader in 2016. Austin's career at Fidelity Investments has provided him with extensive experience in investment solutions and client support.

Tanner Terrell is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Spencer Kilgore is a financial advisor at Wells Fargo Advisors with one year of experience in the industry. He holds a Series 66 designation and previously worked for seven years at Halliburton. Spencer’s background also includes four years as a full-time student. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis.

Tyson Meil is a Series 66-registered financial advisor with Osaic Wealth, Inc., based in Levelland, TX, and has one year of industry experience. Prior to joining Osaic in 2024, he held roles including police officer with Brownfield ISD, where he is currently employed, and positions in local government and private sector firms. Outside of advising, he serves as a police officer responsible for campus security and enforcing district policies. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisors. The firm serves a diverse client base, offering various investment programs and leveraging technology-driven asset allocation and portfolio management tools.

Shelby Lewis is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Outside of her advisory role, she owns and operates The Dandy Lion, a retail business with both an eCommerce site and a physical location. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Joey Pierce is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at FSC Securities Corporation for 12 years and has been affiliated with Eastside Church of Christ since 1991, where he occasionally conducts weddings, funerals, and speaking engagements. Pierce also serves as chairman of the board for the Hockley County Endowment, a nonprofit focused on community foundation education and fundraising. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charities. The firm uses a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage investments across various asset classes and offers multiple advisory programs and custodial platforms.

Jimmy Rodriguez is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Private Portfolio Partners, LLC, Insigneo Securities, LLC, Insigneo Wealth Advisors, LLC, and Global Investor Services. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines advisory operations with various non-advisory product offerings.

Hela Fryar is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior roles include positions at Merrill and Bank of America, with additional experience at CUSO Financial Services, Texas Bay Credit Union, and Orchem Resources. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice primarily for clients with substantial investable assets.

Samantha Battle is a financial advisor with Ameriprise in Hockley, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Valic Financial Advisors, TD Ameritrade, Great Southern Bank, American Automobile Club (AAA), HHGregg, and Old Navy. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, focusing on assets held in Ameriprise Managed Accounts and utilizing algorithmic tools under oversight to generate tailored recommendations.