Samantha Battle is a financial advisor at Ameriprise with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at VALIC Financial Advisors, TD Ameritrade, Great Southern Bank, and the American Automobile Club (AAA). Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s retirement planning recommendations are based on proprietary research and third-party data, with a structured approach that includes restrictive enrollment criteria and integration with Ameriprise managed accounts.

Gregory Varoff is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lubbock, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Varoff volunteers with the South Plain Storm Spotting Team, serving as a treasurer and assisting with severe weather response efforts. Raymond James Financial Services Advisors, Inc. provides 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 analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ted Monroe is a CFP® with 40 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. and Assist Financial Services, a firm he owns. Monroe serves as president of Lubbock Victims Assistance Services, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services utilizing asset-allocation tools, risk assessments, and access to third-party managers across various investment vehicles.

Kathy Britton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with City Bank and Raymond James Financial Services for 14 years, where she also serves as a Private Banker managing client deposit and credit needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Thanapoom Boonipat is a Series 65-licensed financial advisor with Boonipat Advisory LLC in Lubbock, TX, bringing one year of industry experience. Prior to founding his advisory firm, he worked in the healthcare sector at Chang Gung Memorial Hospital and Mayo Clinic, and also spent time at Dartmouth Medical School. Boonipat Advisory LLC is an independent firm serving individual clients.