Grace Dewees is a CFP® affiliated with Cerity Partners LLC in Midland, TX. She has been with Cerity Partners since 2023 and has prior work experience in various customer service and resource-oriented roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers a range of services from portfolio management to retirement plan consulting and access to private-market investments.

Bobbie Bostick is a financial advisor at &Partners with 12 years of industry experience. She held previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she participates in seasonal holiday decorating and hangar cleaning activities in Midland, TX. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a blend of fundamental, technical, and quantitative strategies supported by both proprietary and third-party portfolio options.

Joe Basham Jr. is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SPC and Parkland Securities since 2014, with a brief tenure at Royal Alliance in 2017. Outside of his advisory work, he owns Basham Financial Group and holds appointments to sell life, health, annuities, disability, and long-term care insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client suitability.

Christine Goates is a ChFC® credentialed financial advisor with 24 years of industry experience, currently with First Command Advisory Services since 2015. Her prior roles include positions at SMH Capital Advisors LLC, RBC Capital Markets, and Citigroup Global Markets. She is the sole member of Petro's Harvest LLC, a business established to manage independent contractor revenue and expenses related to her work with First Command. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by an internal investment team.

Jamie Phillips is a financial advisor at VOYA Financial Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with VOYA and its related entities since 2014. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, offering financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates both as an SEC-registered investment adviser and a broker-dealer.

Robert Lehrer is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 16 years. Outside of his advisory role, he is involved in horse breeding and serves on the Board of the Housing Authority of the City of Midland. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of more than 400 independent advisers. The firm supports a range of investment strategies and account management options and operates as a fiduciary under written advisory agreements.

Thomas Coke is a financial advisor at &PARTNERS with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edward D. Jones & Co., L.P. for 34 years before joining &PARTNERS in 2024. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.

Philip Hill is a financial advisor with Eagle Strategies (NY Life) in Midland, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Eagle Strategies since 2026 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2022. Outside of finance, he has been involved with the West Texas Symphony since 2017. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and works extensively with both individual and institutional clients, with most assets managed on a non-discretionary basis.

Lucy Herrera is a financial advisor with Truist Advisory Services holding a Series 66 designation and has been associated with the Truist organization since 2012. She is based in Odessa, TX, and has experience across various Truist entities over more than a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, plan sponsor fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Mackenzie Kemp is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. Kemp holds Series 63, 65, and 66 registrations and has worked at firms including Bank of America, Merrill, and MMNTS, Inc. Outside of advisory work, Kemp is a guest teacher at Rice University and serves as treasurer for the Midland Festival Ballet. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base ranging from individuals to pension plans and charitable organizations through a nationwide network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and access to multiple managed account platforms, operating with a fiduciary standard under a variety of analytical approaches and ownership affiliations.

Nicklaus Webster is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Distribution NOW and About Cash. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Mitchel Phiffer is a financial advisor with Raymond James Financial in Midland, TX, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He previously worked at AXA Advisors, LLC for 25 years before joining Raymond James and Permian Wealth Management, where he is involved in marketing, sales, and servicing financial products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance.

Paul Cain is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked with Cambridge since 2010 and serves as president of Inwest Retirement Solutions, a third-party administrator for qualified retirement plans. Additionally, he is the managing member of FD Texas, LLC, which provides ministerial services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory through independent Financial Professionals using a range of proprietary and third-party investment strategies and multiple platform arrangements.

Erica Guerrero is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Odessa, TX. She has seven years of industry experience, including five years at the University of Texas of the Permian Basin before joining Edward Jones in 2019. 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 advisory services, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Hoffman is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. His prior work includes roles at Frost Bank, Mitsui Energy Marketing Services, Stream Realty Partners, Graco Real Estate, Texas Tech University, and public schools. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management and financial planning tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Joseph Michel is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Texas Tech University and Midland Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

Troy Keel is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Avantax Investment Services, Avantax Insurance Agency, Avantax Advisory Services, and Donald Ruppaner, CPA. He also served in the Greenwood Independent School District for 14 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

Dakota Jones is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at Texas A&M University and in athletics-related positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Karl Rundgren is a CFP® professional with 12 years of experience in financial advisory services. He is currently associated with Raymond James Financial and has held roles at VIP Partners and the Van Pearcy Wealth Services Team. Rundgren is also involved with Van Pearcy Financial Services, LP, where he participates in securities trading and client account management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using various analytical tools and supports a broad network of advisors with specialized programs including municipal and public-finance advisory services.

Carson Ewing is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His background includes operational and support roles at Frac Spyder LLC, where he serves as COO, and various positions in the food and retail sectors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting by employing risk profiling and analytical tools to support client goals.