John Bullock Jr. is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial in Lubbock, TX. His prior roles include positions at Wells Fargo Clearing and Raymond James Financial Services Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele including individuals, retirement plans, and institutions through a national network of investment adviser representatives, offering various advisory programs and financial planning services.

Samuel Law is a financial advisor with Cambridge Investment Research Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cambridge Investment Research since 2012. Law is also the owner of SAM LAW LLC, an independent advisory business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management approaches and proprietary model strategies.

Cody Helepiko is a financial advisor at Morgan Stanley in Lubbock, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Sunrun, E*Trade Securities, Amazon, and Proctor & Gamble. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group.

Stacy Wenzel is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill Lynch since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Beach is a financial advisor with LPL Financial in Lubbock, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Raymond James Financial Services and Platinum Bank. He is also involved with several private business entities, including JKJ Anthony LLC. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Brandon Olsen is a financial advisor with Equitable Advisors in Lubbock, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he held various roles including positions in education and business. He is involved with Ashar Group, LLC, a company engaged in the sale of traditional life settlements. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and proprietary investment tools.

Sherman Norton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Norton is involved in several oil and gas ventures and provides consulting services related to family issues and elder care through a partnership in Lubbock, Texas. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad array of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

Brooks Pitaniello is a financial advisor with Mass Mutual Investors Services in Lubbock, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Mass Mutual in 2020, he worked at Harding University and the Diamond L Ranch. He also consults on wealth management issues specific to high-net-worth individuals. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved tools and serves a broad client base, including high-net-worth clients.

Michael Massengale is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2010. Based in Lubbock, TX, he operates under the DBA Massengale Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors, offering a range of financial planning and advisory programs supported by research and model portfolio options.

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 licenses and 27 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in executive coaching and leadership training through Brock Barnes Performance Training. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Shawna Larson is a financial advisor with LPL Financial in Lubbock, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior roles include positions at City Bank and Raymond James Financial Services. Outside of her advisory work, she is co-owner and bookkeeper of Lone Star Shooting Sports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and model portfolios.

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.