Denise Meraz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She previously worked at LPL Financial for 14 years before joining Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, consulting, and municipal advisory services through various portfolio management styles and affiliated research.

Michael Cooke is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he has inherited royalties from several oil and gas interests. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

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 19 years of industry experience. He holds a Series 66 designation and has been with various Wells Fargo entities since 2009. Outside of his advisory work, he owns and manages Hornbuckle Investment Strategies, LLC, and has interests in land management and royalty ownership in Texas. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning including retirement, education, and specialized services such as business-owner transition and special-needs analysis. Advisors develop tailored recommendations using the firm's research and tools, with clients deciding how to implement them.

Clinton Potts is a financial advisor with LPL Financial based in Round Rock, TX. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Sigma Planning Corporation and Sigma Financial Corporation for 11 years. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.