Jenny Gray is a financial advisor at Charles Schwab & Co., Inc. based in Iowa Park, TX, with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and J.P. Morgan Securities. Outside of her advisory role, she manages a rental property in Wichita Falls, TX. 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 a mix of non-discretionary and discretionary investment guidance supported by integrated custody, brokerage, and alternative investment services.

Bonnie McAlister is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates directly with her Wealth Management Team to deliver specialized services tailored to each client's individual financial needs. Her work focuses on fostering enduring relationships between Fidelity and clients through dedicated support aimed at achieving their financial goals. Bonnie has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and currently Wealth Management Planning Consultant. This experience has provided her with a comprehensive understanding of wealth management and client relationship management within the financial services industry.

Courtney Forsythe is a financial advisor with Edward Jones in Iowa Park, TX, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked at Darrel Walker State Farm for 15 years and was involved with Defining Moments Dance Studio for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and fiduciary advisory services, supported by approximately 23,701 financial advisors nationwide.

Shelby Womack is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Shelby worked at Rough Creek Lodge. Outside of advisory work, Shelby is involved in family cattle ranching and owns the Edward Jones office location in Iowa Park, Texas, which he leases to the firm. 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 operates a large nationwide network of advisors and branches.