Corey Carter is a Series 66-credentialed financial advisor with Edward Jones in Lubbock, TX, where he has worked since 2008. He has 17 years of industry experience. He serves as a board member of Southcrest Christian School in Lubbock. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Michael Ivey is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

John Chiolo is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and worked previously at Sagepoint Financial, Inc. for 14 years. In addition to his advisory work, he is also a licensed insurance agent operating a sole proprietorship. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk tolerance assessment, and access to third-party money managers and wrap programs.

James Butts is a financial advisor with Ameriprise in Lubbock, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Momentum Independent Network Inc. and Hospice of Midland. Outside of his financial advisory work, he serves as a supply preacher one Sunday each month at First Baptist Church Amherst. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning through a centralized consulting team.

William Sanders is a financial advisor with LPL Financial, holding a Series 66 designation. He has nearly two decades of experience at Mason Warner & Co., PC and joined LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Brandon Hamilton serves as a Resident Director with Merrill, where he focuses on delivering personalized wealth management strategies tailored to clients' individual financial goals. He specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Brandon holds a Bachelor's Degree from Texas Tech University System. He has earned multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach involves working one-on-one with clients to develop flexible financial strategies aligned with changing market conditions. Outside of his professional responsibilities, Brandon participates in community volunteer activities consistent with Merrill’s tradition of local engagement. He enjoys baseball, basketball, football, running, and spending time with his family.

J Grice is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Chance Rocha is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2017. Prior to joining Edward Jones, Rocha worked at Sheridan Production Company and operated C.R. Photoworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Martin Cumbie is a CFP® with five years of industry experience, currently serving at Raymond James Financial Services Advisors in Lubbock, TX. His background includes roles at Texas Tech University and William Jewell College, and he owns Cumbie Financial, a support company under which he operates as an Investment Advisor Representative. Cumbie also works as an agent selling non-variable life insurance. Raymond James Financial Services Advisors provides a range of financial planning and advisory services to individual, institutional, and corporate clients. The firm offers non-discretionary investment consulting tailored to client goals using analytical tools and supports a large advisor network with specialized municipal and retirement plan advisory programs.

Elaine Mcnair is a CFP® certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial. She has a background as a CPA and has held roles at several firms including Avantax Investment Services and 1st Global Advisors. Mcnair also operates her own CPA practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, corporations, and charitable organizations, offering a range of advisory programs and financial planning services supported by extensive research and technology.

Felicia Brightbill is a financial advisor with Raymond James Financial in Lubbock, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with Edward Jones for nine years and has been affiliated with Raymond James Financial Advisors and Prosperity Bank since 2019. Brightbill also serves as Vice President of Prosperity Private Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains a municipal advisor affiliation uncommon in large institutional firms.

La Jeannia Weems Smith is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2009 in various roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Joseph Llanas is a financial advisor with Raymond James Financial in Lubbock, TX, holding a Series 66 designation and bringing 18 years of industry experience. He has been associated with City Bank Wealth Management and Raymond James Financial Services Advisors since 2013. Llanas also networks with bankers at City Bank to gain client referrals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning that aligns with client goals and offers specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

Christopher Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lubbock, TX, holding Series 65 and Series 63 licenses and 8 years of industry experience. His prior roles include positions at Kovitz Securities, Kovitz Investment Group Partners, and AFAM Capital, and he has been associated with Raymond James since 2021. Outside of his advisory work, he has been involved with Grady Henly Decorators since 2021 and had a brief affiliation with Goodline Brewery in 2023. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client goals, while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Shirey is a financial advisor at Edward Jones in Lubbock, TX, with 21 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. Outside of advising, Shirey serves as president of Shirey Family Farms LLC, a farming operation in Earth, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Nathaniel Castro is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 credential with one year of industry experience. Prior to his current role, he has held various positions including instructor roles in sports-related activities and has been involved in providing golf services during charity tournaments. Outside of advisory work, he offers baseball instruction to youth athletes on a flexible schedule. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Randall Reeves is a financial advisor with Edward Jones in Lubbock, TX, holding ChFC® and multiple securities licenses, with 37 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Jane De La Rosa is a financial advisor at Edward Jones with four years of industry experience. She previously worked at Goldman Sachs and has a background that includes roles outside finance, such as at Cowboy Bail Bonds and Texas Tech University. Jane holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory and investment solutions, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Jennifer Dever is a CFP® and holds a Series 63 license, with 22 years of industry experience. She is currently with Cetera and has been associated with Pennington, Bass & Associates since 2011. Dever serves as a voting member of the UMC Foundation Board, a local hospital foundation, and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of independent advisors. The firm offers a range of portfolio management and consulting services using multi-manager platforms and various program structures.

Gary Green is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. He is also involved with DGDB Inc. beyond his advisory roles. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.