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.

Paul Moore is a financial advisor with GWN Securities Inc. in Lubbock, TX, holding a Series 63 designation and over 43 years of industry experience. He has been with GWN Securities since 2005 and has operated his own financial services business since 1976. Outside of advising, he is involved in selling investment and life insurance products, including fixed and equity indexed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and financial planning through a large network of advisors, utilizing a variety of managed-account programs and model portfolios.

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.

Chesley Phelps is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He also serves as a wealth advisor focusing on investments and insurance at Centennial Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing advice tailored to clients approaching or in retirement.

Zachary Holtzman is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Lubbock, TX, holding a Series 66 license and 18 years of industry experience. His career includes roles at Edward Jones and leadership in his own firm, Holtzman Wealth Strategies, LLC, where he serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary planning approach utilizing analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

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.

William Stewart is a financial advisor with Primerica Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has worked with Primerica Advisors since 1981 and has operated Stewart Insurance and Financial Services LLC since 2026. In addition to his advisory work, he is a self-employed author and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and an independent due-diligence consultant, with a tiered wrap-fee structure and an operational model that allows it to curate and oversee investment models.

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.

Joshua Brown is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension/profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and proprietary money market funds.

Gary Ashby is a financial advisor with Morgan Stanley in Lubbock, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney prior to his current position at Morgan Stanley Private Bank. Outside of his advisory work, he is involved as an employee on a local radio sports show, SportsTalk with Thetford and Ashby. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including personalized financial planning supported by firm-approved tools and methodologies.

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 CFP® professional with nine years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously was with Securities America Advisors from 2017 to 2020. He also has a background with the Rabbinical Seminary of America. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by extensive advisor resources and technology tools.

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.

Jamal Gary is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Empower, PNC Bank, and several other financial institutions. Outside of finance, he was involved with Southern Hospitality Beef, LLC from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Janet Bates is a financial advisor with Edward Jones in Lubbock, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a shareholder in Platinum Auto Sales Inc., an auto sales business based in Lubbock. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.