Jason Schwebke is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. He is the owner of JMS Tax & Consulting, LLC, which provides tax and business consulting services. Schwebke also serves as an assistant professor of accounting at Texas Tech University, and he is involved in youth sports as a basketball referee and tournament director for the Boys and Girls Club of Rockford. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

Derek Cockrell is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. His career includes roles at LPL Financial, Mariner Independent Advisor Network, and Cambridge Investment Research. Outside of advisory work, he has been involved with Contemporary Benefits LLC, an insurance agency, since 1996. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model utilizing proprietary and third-party investment solutions and technology platforms.

Dallas Killman is a CFP® and Series 66 licensed advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Ausdal Financial Partners, INC and Evensky & Katz LLC. Outside of his advisory role, he serves as a finance advisor for the Alpha Delta Pi collegiate chapter, assisting with operating expenses and invoices. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies alongside access to private funds and third-party separate account managers.

Sarah Miner is a Series 66 licensed financial advisor with three years of industry experience. She currently works at TLG Advisors, Inc. and previously held roles at Ameriprise and The Leaders Group Inc. Prior to her financial services career, she worked in education at Texas Tech University and Harlingen High School South. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Ashlee Vingle Howard is a Series 66 licensed financial advisor with 12 years of industry experience. She currently works at TLG Advisors, Inc. and has prior experience at firms including Morgan Stanley and Crown Capital Securities. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Natalia Ijeh is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and four years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., Pro Partners USA, and Branch Banking & Trust Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

Erin Kennedy is a financial advisor with Lincoln Investment in Lubbock, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Lincoln Investment in 2023, she worked at AGIA and Valic Financial Advisors, among other roles. Outside of finance, she has experience in the hospitality and retail sectors, including positions at Llano Estacado Winery and Walk On's Sport Bar. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, utilizing in-house research and third-party managers while maintaining a layered delivery model across its independent advisor network.

Logan Heinrich is a financial advisor with Ameriprise in Lubbock, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at Golden Circle Financial Group and spent six years at Texas Tech University Health Sciences Center. Heinrich serves as Vice-Chairman on the Board of Elders for Fellowship Church in Lubbock. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized Recommendation Reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Nelson is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 66 designation and 17 years of industry experience. His prior firms include Merrill, Wells Fargo Clearing, WELLS FARGO Advisors, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad array of strategies supported by advisor-facing technology.

Risa Jones is a financial advisor with Merrill in Lubbock, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has worked at Merrill since 1987 and also has 17 years with Bank of America. Jones serves as a committee member for the American Cancer Society and the Monterey Church of Christ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Moore is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at LPL Financial since 2012 and has a long-standing role at Mason, Warner & Co P.C. dating back to 1977. Outside of his advisory work, he is involved with Mason Warner & Co P.C. in a capacity unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, with access to various portfolio programs, third-party asset managers, and institutional platforms.

Zachary Holtzman is a financial advisor with Raymond James Financial in Lubbock, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward Jones for 10 years and has been involved with Holtzman Wealth Strategies, LLC since 2018, where he serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by analysis and modeling tools. The firm also offers specialized advisory programs and maintains unique affiliations in municipal finance and SIMPLE IRA consulting.

Sean Fulton is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals, families, and business owners to simplify financial matters and support their financial goals. He joined Merrill in 2025, returning to his hometown of Lubbock after careers in aviation sales and small business tax consulting. Sean's experience includes assisting clients nationwide with helicopter acquisition processes and helping small businesses obtain tax credits. He focuses on providing clear financial advice and guidance that aligns with clients' short, intermediate, and long-term objectives, including retirement planning, education funding, and wealth management. Sean holds a Bachelor's degree in Finance and Professional Selling from Baylor University and an MBA from Southern Methodist University. He holds the Professional Investment Advisor (PIA) designation. Sean lives in Lubbock with his wife, Haley, and enjoys baseball, basketball, fishing, football, running, traveling, yoga, and spending time with his family.

Gregory Homesley is a financial advisor with Cambridge Investment Research Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Cambridge since 2008 and operates his own CPA firm, Greg Homesley CPA, P.C., since 2003. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a range of portfolio management strategies and custody platforms.

David Yonker is a CFP® professional affiliated with LPL Financial in Lubbock, TX, with 39 years of industry experience. He has worked at LPL Financial since 1999. Outside of his advisory role, he is involved with Dollar Sense, Inc., an insurance-related business focusing on life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kyle Motheral is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience, all with Edward Jones since 2013. He is a passive investor in Shally Capital Fund I, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Stephanie Stewart is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 63 designation and over 31 years of industry experience. Her career includes prior roles at B. Riley Wealth Advisors, National Securities Corp, and WFG Investments, along with a previous 15-year tenure at LPL Financial. Outside of advising, she is involved as a business owner with Rodan and Fields and participates in managing a family farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions with a focus on both discretionary and non-discretionary strategies.

Irving Quant is a financial advisor with Cetera and holds a Series 66 designation, bringing six years of industry experience. He has worked at several firms including PNC Investments, Avantax, and BBVA Securities. Outside of finance, he receives royalties from magic trick videos he created, associated with Vanishing Inc., the largest magic store in the world. Cetera Investment Advisers is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with access to both affiliated and third-party investment strategies.

Jacob Winston is a financial advisor with LPL Financial in Lubbock, Texas, holding the CFP® designation and Series 65 and 63 licenses. He has nine years of industry experience, including roles at Securities America Advisors and the Rabbinical Seminary of America. Outside of his advisory work, he is involved with Winston Wealth Advisors LLC, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Kristyne Link is a Financial Advisor at Merrill Lynch Wealth Management, where she works closely with individuals, families, and organizations to align their finances with their values and long-term goals. Since joining Merrill in August 2023, she has provided transparent guidance to help clients manage multiple financial priorities and make informed decisions. She serves clients locally on the South Plains and across the country. Kristyne began her career in the financial services industry in 2017 and has held FINRA Series 7 and Series 66 registrations since 2019. She holds the Personal Investment Advisor (PIA) designation and has an educational background that includes a High School Diploma from Monterey High School, an Associate's Degree from South Plains College, and coursework at the Texas Tech University System. A native of Lubbock, Kristyne is raising her daughter and running her business in her hometown. Outside of her professional work, she enjoys spending time with her daughter and their pets, reading, listening to podcasts, and playing billiards.