Delane Drake is a financial advisor with Morgan Stanley in Wichita Falls, TX, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment committee resources into its financial planning process.

Mackenzie Burrus is a financial advisor at Edward Jones in Wichita Falls, TX, holding Series 63 and Series 65 registrations with six years of industry experience. Their career includes multiple periods working at Edward Jones since 2018, as well as roles at Thompson Family and Midwestern State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services under a fiduciary standard through a nationwide network of financial advisors.

Harrison Robb is a Series 66-credentialed financial advisor with Stifel in Dallas, TX, with one year of industry experience. Prior to joining Stifel in 2024, he held positions at Nigel Frank International and Luna Energy Partners LP. Outside of his advisory role, he is co-founder and co-owner of Hippie Tickets, a ticket management business. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Kevin Brooks is a financial advisor with Cetera, holding CFP® credentials and Series 63 and 65 licenses, with 35 years of industry experience. His work history includes roles at Cetera Advisors LLC, First Allied Advisory Services, First Allied Securities, and Mutual of New York. Outside of advising, he is an author and publisher, serves as a director for the Whiteside Museum of Natural History, and is involved in ranching and performing as a magician. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with diverse portfolio management options spanning discretionary and non-discretionary strategies tailored to various client needs.

Emily Graham is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1995, she has worked within a team structure since 2005 and holds the title of Vice President. In her role, she provides portfolio management, retirement planning, estate planning services, trust services, lending for personal or business needs, and banking services from Bank of America, N.A. Her expertise includes assisting clients through life transitions such as divorce and managing new wealth, with specific focus areas that include college education planning, special needs planning strategies, women and wealth, retirement income, and services for endowments, foundations, and non-profits. Emily holds a Bachelor's Degree from Midwestern State University and the Personal Investment Advisor (PIA) designation. In addition to her professional responsibilities, Emily is involved in community organizations including the American Cancer Society, Bailey Educational Foundation, Junior League, and YMCA of Greater Tulsa. She enjoys running, soccer, spending time with her family, and watching movies.

Courtney Diaz is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions.

Kevin Ridenour is a CFP® with 14 years of industry experience, currently affiliated with Cetera. His prior roles include positions at First Allied Advisory Services and Brooks Financial Services. Outside of advising, he serves as a board member for Archer City Country Club and the Archer City 4b Board. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Ronald Parsons is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2009. Parsons serves on the Finance Committee and is a board member of the Wichita Falls Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using advanced modeling tools.

Kathy David is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sheri Green is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 63 designation and has been with Merrill and its predecessor Merrill Lynch Pierce Fenner & Smith Inc. since 1983. Based in Wichita Falls, TX, she has over three decades of continuous service at the firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rodney Kee is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and National Life Group. Kee is also involved in insurance and annuity sales through his role with National Life Group and his own firm, Kee Financial Services. 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, and institutional platforms, supported by technology and a broad network of advisors.

Clifton Harris is a Series 66 licensed financial advisor with Edward Jones, based in Wichita Falls, TX. He has 12 years of industry experience, including 13 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and is notable for its extensive advisor and branch network.

Kevin O'Connell is a financial advisor at Ameriprise with 22 years of industry experience. He has held roles at Ameriprise since 2018 and previously worked at Cetera and American National Bank. Outside of his advisory work, he is president of Bluegrove Horse Farm, LLC, and serves as chairman of the board for the Midwestern State University Foundation. Ameriprise offers retirement-income planning and a broad range of advisory, brokerage, and insurance solutions, serving clients typically with at least $1 million in investable assets through a centralized retirement-income consulting team utilizing research-driven, tax-efficient strategies.

Mark Callender is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies by gaining a thorough understanding of his clients' financial situations and priorities. Mark leverages the investment insights of Merrill and the banking services of Bank of America to create flexible strategies that adapt to changing market conditions and client needs. With expertise in areas such as education planning, legacy planning, personal retirement planning, tax minimization, and managing new wealth, Mark works one-on-one with clients to pursue their long-term financial goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Midwestern State University. Mark follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. His personal interests include golfing, music, and traveling.

Derek Jett is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as co-trustee for his parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

Aimi Eastman is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc., Doordash, The Jacksboro National Bank, and AT&T Wireless. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Shelby Womack is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Shelby worked at Rough Creek Lodge. Outside of advisory work, Shelby is involved in family cattle ranching and owns the Edward Jones office location in Iowa Park, Texas, which he leases to the firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

Linda Bryan Dobbs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 38 years of industry experience. Her career includes positions at Wells Fargo Advisors, Morgan Stanley, and Merrill. Outside of her advisory role, she works as a food delivery driver for Uber Eats. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Eric Garner is a Resident Director with Merrill, specializing in personalized wealth management strategies that align with clients' individual financial goals. He focuses on areas such as college education planning, family wealth management, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. Garner is a Personal Investment Advisor (PIA) committed to building strong client relationships through teamwork and active client involvement. He holds a bachelor's degree in Physiology and Human Nutrition from Oklahoma State University. Garner lives in Wichita Falls with his wife Jennifer and their three children. He and his family are active in their community, supporting organizations including FBCWF and YMCA WF. Outside of his professional pursuits, his personal interests include baseball, cooking, fishing, golfing, music, and spending time with his family.

Michael Mc Cluskey is a financial advisor with J.P. Morgan Securities in Wichita Falls, TX, holding a Series 66 designation and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a large institutional advisory platform combined with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.