Tiffany Heatwole is a financial advisor with Edward Jones in Lubbock, TX, holding a Series 66 designation and entering her first year in the industry. Prior to joining Edward Jones, she has experience at Capital Farm Credit, Region 17 Education Service Center, and Bolinger, Segars, Gilbert & Moss. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Ellen Horn is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Signal Securities, Inc. and Mattson Financial Services for 14 years. Outside of advising, she is involved in real estate through a holding company and plans to own her own branch office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kyle Laughlin is a Wealth Management Advisor associated with Merrill Lynch, bringing over three decades of experience in the financial industry. He is a CERTIFIED FINANCIAL PLANNER® professional and has spent a significant portion of his career focused on understanding clients' goals, timelines, and risk-management concerns to tailor wealth strategies that support their present and future needs. Kyle began his career in 1994 after earning a Bachelor's Degree in Family Financial Planning from Texas Tech University. His early roles included serving as a Staff Financial Planner at a boutique firm in Baton Rouge, LA, and managing a local bank's non-depository investment product program in Lubbock, TX. These positions provided valuable experience working with both individual clients and corporate institutions. Over time, Kyle has developed a proactive approach to asset allocation, shaped notably by his experiences during the economic downturn and events of 2001. Joining Merrill Lynch marked a significant phase in Kyle's career, allowing him to focus on client relationships and assisting clients in pursuing their financial dreams. Outside of his professional activities, he enjoys cooking, fishing, gardening, photography, and spending time with his family.

Shawn Johnson serves as a Sales Manager and Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that align with their individual goals and the dynamic conditions of today's market. Shawn integrates access to Merrill's investment insights with the banking and lending solutions offered by Bank of America to provide comprehensive wealth management services. Shawn holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Master's Degree from Oklahoma City University and a Bachelor's Degree from West Texas A and M University. Committed to community involvement, he participates in volunteer activities reflecting Merrill's tradition of service in the communities it serves.

Kelle Turner is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets Inc since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical methods.

Michael Massengale is a CFP® professional with 20 years of experience in the financial industry. He has been with LPL Financial since 2010 and previously worked at Edward Jones from 2007 to 2010. He operates a business under the name Massengale Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on both discretionary and non-discretionary strategies supported by advanced operational tools.

Hunter Haley is a CFP® and Series 66-registered financial advisor with Ameriprise Financial Services, based in Lubbock, TX. He has nine years of industry experience, including prior roles at Cerity Partners, Arkadios Capital, and Ernst and Young. Haley has worked in various capacities within wealth management and retirement plan consulting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning. The firm’s approach includes collaboration between a centralized service team and financial advisors, with investment strategies influenced by affiliated product relationships and proprietary research.

Thomas Wood Jr. is a financial advisor at Edward Jones in Lubbock, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Wood is involved in sports broadcasting as a radio and TV host covering various sporting events. 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 investment strategies and affiliated products through a large nationwide network of financial advisors and branch offices.

Thomas Thompson is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, leveraging investment insights from Merrill and banking solutions from Bank of America. His client focus areas include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, and retirement income. Thomas holds a Bachelor's Degree from Texas Tech University System and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also involved in the Texas Tech Therapeutic Riding Center, reflecting his commitment to community engagement. In his personal time, Thomas enjoys football, golfing, and hunting.

Jason Newsom is a financial advisor with Primerica Advisors in Lubbock, TX, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His background includes roles at Transamerica Life Insurance Company and ongoing work at University Health Science Center. Outside of advising, he is the owner of Diamond Football Academy. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates with nearly 3,700 advisors and approximately $15.5 billion in assets under management, utilizing model-driven investment strategies and support from third-party asset managers and custodians.

Brock Barnes is a financial advisor with LPL Financial in Lubbock, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2006 and previously spent time with Cetera Advisors LLC and IFG Advisory Services Inc. Outside of his advisory role, he is involved in executive coaching and leadership training through Brock Barnes Performance Training. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and third-party asset management, backed by a broad platform that integrates advisory and non-advisory financial activities.

Shawna Larson is a financial advisor with LPL Financial in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at firms including Wells Fargo Investments and Raymond James Financial Services. Outside of advisory roles, she co-owns Lone Star Shooting Sports, where she also serves as bookkeeper. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network of representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party models across strategic, tactical, direct indexing, and alternative strategies.

Tyler Caswell is a Series 66-licensed advisor with Morgan Stanley in Lubbock, TX. He joined Morgan Stanley in 2024, bringing no prior industry experience but several years dedicated to full-time education and a brief tenure at Dawson Forensic Group. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and utilizes firm-approved tools including Monte Carlo simulations, with a broad range of retail and institutional offerings.

James Combest is a financial advisor with Morgan Stanley in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Matthew Corkery is a financial advisor with Morgan Stanley in Lubbock, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and 2018, respectively. Outside of his advisory work, he provides private basketball lessons as a sole proprietor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Beth Staley is a financial advisor with Raymond James Financial in Lubbock, TX, holding a Series 63 designation and 37 years of industry experience. She has been with Raymond James Financial and affiliated entities since 2009. Outside of her advisory role, she manages BSTALEY LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports client implementation through its advisory programs and partnerships.

John Funk is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2011 to 2016. He is also a school board member for the Lubbock Cooper Independent School District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jon Watson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Raymond James, he worked at LPL Financial and First Bank & Trust Lubbock. He is a full partner with JSW Advisory Group, LLC, a wealth advisory practice based in Lubbock, TX. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and risk-profiling tools and is notable for its municipal advisor affiliation and specialized consulting programs.

Matthew Miller is a financial advisor with Merrill in Lubbock, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Merrill since 2003 and Bank of America since 2009. Outside of his advisory role, he is involved in a family business where he teaches and coaches youth baseball pitching. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, incorporating strategic and tactical asset allocation and tax-aware options.

Ellis Mc Casland is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he serves as Director and President of Rio Properties Inc., a family-owned business that manages residential rental properties in Clovis, New Mexico. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.