Cody Cody is a financial advisor with Momentum Independent Network Inc., holding a Series 63 designation and 28 years of industry experience. He has been with Momentum Independent Network since 2012. Outside of his advisory role, he serves as vice president of the Texoma Stewardship Coalition and is a board member of the Henrietta Boy Scouts chapter. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment management, offering various discretionary and non-discretionary account options and municipal bond strategies sponsored by affiliated entities.

Bradley Yurcho is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Yurcho serves as president of the Henrietta ISD Board of Trustees, a role involving oversight and coordination with the school superintendent and administration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its advisory services with a large nationwide network of financial advisors and branch offices.

Kerri Williams is a CFP® and holds a Series 66 license with eight years at Edward Jones and a total of seven years in the financial industry. Prior to joining Edward Jones in 2018, she worked with the City of Henrietta and the Henrietta Independent School District. Outside of her advisory role, she is involved in Williams Realty & Auction LLC, an auction and real estate business in Henrietta, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory and wealth management solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering discretionary and non-discretionary strategies under a fiduciary standard.