William Sparks is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and 49 Wealth Management. Outside of advising, he is involved with Financial Gravity Enhanced Markets, LLC, where he dedicates a portion of his time to insurance-related activities. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes portfolio construction using fundamental, technical, and cyclical analysis and frequently employs third-party sub-advisors to implement client strategies.

Jesus Hirohito Yamaguchi Esquivel is a financial advisor with Ashton Thomas Private Wealth in Midland, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining Ashton Thomas in 2024. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and fiduciary consulting, utilizing a range of investment strategies and proprietary platforms.

Dylan Hale is a financial advisor at Prospera Financial Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for eight years before joining Prospera in 2020. Outside of his advisory work, he co-owns Level Wealth Management, an investment-related venture based in Odessa, Texas, with his spouse. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory platforms and programs.

Andrew Stearns is a financial advisor at Sound Income Strategies, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Carter-Stearns Financial and several companies in the energy and supply sectors. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, registered advisors, and retirement plans through asset management, financial planning, ERISA plan services, and sub-advisory arrangements. The firm emphasizes fixed-income and income-oriented strategies, active portfolio management, and allocates assets to third-party managers when appropriate.

Stefan Pereira Faria is a CFP® professional with four years of industry experience, currently affiliated with Ashton Thomas Private Wealth. He previously worked at Wells Fargo Advisors and spent several years at the University of Texas of the Permian Basin. Outside of his advisory role, he holds a 50% ownership in MSP Family1 LLC, a family business involved in an Amazon e-commerce store. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse range of clients, including individuals, trusts, business entities, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, sub-advisers, and alternative strategies, alongside access to third-party managers via its Amplify Platform.

Laurie Belew is a CFP® professional with 16 years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to joining Cerity, she worked at FJY Financial from 2006 to 2022. Outside of her advisory role, she is involved as secretary for family-run businesses engaged in farming, oil royalties, and various investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolio management with a focus on diversified asset allocation and access to alternative and private-market investments.

Aaron Curry is a CFP® with 12 years of industry experience currently serving at Cerity Partners LLC. His prior roles include positions at Private Wealth Asset Management, Peoples Bank, The Huntington Investment Company, Citizens Bank, and KEYBANK. He is based in Midland, TX. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, business entities, and institutional investors. The firm offers a range of services such as portfolio management, financial planning, tax planning, and access to alternative and private-market investments, utilizing tailored asset allocation and proprietary quantitative screening in its investment approach.

Grace Dewees is a CFP® affiliated with Cerity Partners LLC in Midland, TX. She has been with Cerity Partners since 2023 and has prior work experience in various customer service and resource-oriented roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers a range of services from portfolio management to retirement plan consulting and access to private-market investments.

Bobbie Bostick is a financial advisor at &Partners with 12 years of industry experience. She held previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she participates in seasonal holiday decorating and hangar cleaning activities in Midland, TX. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a blend of fundamental, technical, and quantitative strategies supported by both proprietary and third-party portfolio options.

Christine Goates is a ChFC® credentialed financial advisor with 25 years of industry experience, currently with First Command Advisory Services in Midland, TX. She has held roles at multiple firms, including RBC Capital Markets and Citigroup Global Markets, before joining First Command in 2013. Outside of her advisory work, she is the sole member of Petro's Harvest LLC, an independent business established to manage revenue and expenses related to First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm emphasizes active portfolio management through centralized teams and offers several wrap-fee asset management programs with model portfolios constructed from mutual funds, ETFs, and third-party managers.

Jamie Phillips is a financial advisor with VOYA Financial Advisors, Inc. in Midland, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Voya Financial and its affiliated entities since 2014. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, UMA and wrap programs, and retirement-plan advisory services, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support both discretionary and non-discretionary account management.

Robert Lehrer is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 16 years. Outside of his advisory role, he is involved in horse breeding and serves on the Board of the Housing Authority of the City of Midland. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of more than 400 independent advisers. The firm supports a range of investment strategies and account management options and operates as a fiduciary under written advisory agreements.

Philip Hill is a financial advisor with Eagle Strategies (NY Life) in Midland, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Eagle Strategies since 2026 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2022. Outside of finance, he has been involved with the West Texas Symphony since 2017. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and works extensively with both individual and institutional clients, with most assets managed on a non-discretionary basis.

Mackenzie Kemp is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. Kemp holds Series 63, Series 65, and Series 66 designations and has held positions at MMNTS, Inc., MK Builders of West Texas, L4C Advisory, Bank of America, N.A., and Merrill. Outside of advising, Kemp serves as a guest teacher at Rice University and is treasurer for the Midland Festival Ballet. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of more than 400 independent advisers and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Mitchel Phiffer is a financial advisor with Raymond James Financial in Midland, TX, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He previously worked at AXA Advisors, LLC for 25 years before joining Raymond James and Permian Wealth Management, where he is involved in marketing, sales, and servicing financial products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance.

Jared Hoffman is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. His prior work includes roles at Frost Bank, Mitsui Energy Marketing Services, Stream Realty Partners, Graco Real Estate, Texas Tech University, and public schools. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management and financial planning tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Joseph Michel is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Texas Tech University and Midland Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

Dakota Jones is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at Texas A&M University and in athletics-related positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Karl Rundgren is a CFP® professional with 12 years of experience in financial advisory services. He is currently associated with Raymond James Financial and has held roles at VIP Partners and the Van Pearcy Wealth Services Team. Rundgren is also involved with Van Pearcy Financial Services, LP, where he participates in securities trading and client account management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using various analytical tools and supports a broad network of advisors with specialized programs including municipal and public-finance advisory services.

Carson Ewing is a financial advisor at Raymond James Financial Services Advisors, Inc. in Midland, TX, holding a Series 66 designation with one year of industry experience. He is also the COO of Frac Spyder LLC, an operational support and fuel reporting business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutions, using analytical tools and tailored strategies to support a broad client base through its extensive advisor network.