Sean Flanagan is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies designed to pursue their long-term goals. Sean emphasizes understanding each client's full financial picture to create flexible strategies suited to changing market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His areas of expertise include college education planning, family wealth management, legacy and philanthropic planning, managing new wealth, special needs planning, small business strategies, tax minimization, retirement income, and serving clients in sports and entertainment sectors. Sean holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Sean attended Clear Falls High School and the Texas Tech University System, although no degree was conferred. He participates in community organizations through volunteering and has personal interests that include camping, cooking, fishing, football, golfing, hunting, running, skiing, spending time with family, and surfing.

Jacob Morgen is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he had roles at Neghbors Health and Eviro-Pest Management. 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 wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Samuel Collins III is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors, Investacorp Advisory Services, and Merrill. Outside of his advisory role, he is a board member of the Ruby Bridges Foundation and a volunteer historian and speaker who organizes community events focused on history and cultural celebrations. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting customizable investment strategies executed through various discretionary and third-party managed accounts.

Joshua Guardado is a Financial Consultant who focuses on building and maintaining strong client relationships by acting as their advocate. He aims to provide peace of mind by helping clients develop robust financial plans over time. Joshua has held several roles in the financial industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Wealth Management Banking Specialist at Merrill Lynch from 2022 to 2024, and Relationship Banker at J.P. Morgan Chase from 2021 to 2022. Outside of his professional work, Joshua has interests in cars, football, military service, motorcycles, music, and soccer.

Gary Morgan Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 31 years of industry experience. He worked at LPL Financial from 2005 to 2024 before joining Raymond James. Outside of his advisory roles, he is involved as a professor at Keystone Aviation and serves as a financial advisor and partner at Keystone Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer advisory services.

Robert Mcdonald Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise Financial Services, Inc. and LLC since 2014, following previous roles at Morgan Stanley and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Bocock is a Series 66-licensed financial advisor with Ameriprise, based in Webster, TX, and has one year of industry experience. His background includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co, as well as seven years at H-E-B Grocery Company LP. 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 through written Recommendation Reports and ongoing advice.