Laurence Egle is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cetera. He has a long tenure in the financial services field, including 27 years with Avantax Insurance Agency and Avantax Investment Services, and 19 years with Avantax Advisory Services. He serves on the board of the Texas Music Museum. Cetera Investment Advisers LLC is an SEC-registered firm that provides comprehensive investment and retirement services through a nationwide network of more than 10,000 independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management options serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients.

James Hornbuckle is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2016, including a prior role at A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in land management and royalty interests, and he owns an investment-related business focused on financial planning strategies. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with clients selecting whether to implement recommendations through its brokerage or advisory programs.

Clinton Potts is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 credential and 19 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for 11 years and Edward Jones for 5 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting investment strategies through a network of over 22,800 advisors.