James Ward is a CFP® and PFS™ with 31 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He has a long tenure in the financial services industry, including roles at Golden Rule and Avantax Advisory Services. Ward also serves on the board of the Child Guidance Clinic of Texoma. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary program options.

Natalie Tuttle is a financial advisor with Wells Fargo Clearing in Sherman, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously employed with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a distinctive inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Terry Stogsdill is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Stogsdill Capital, LLC, an investment-related business. 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 with a broad platform that includes financial planning, model portfolio programs, third-party asset management, and institutional solutions.

Jason Blankenship is a CFP® with 20 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. His spouse owns and operates a floral business, Blankenship Blooms LLC, where he serves as an authorized signer. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Tymothe Rosenthal is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo, he held various roles at Northwestern Mutual from 2023 to 2026 and has additional work history in the real estate and retail sectors. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Robert Howard is a financial advisor with LPL Financial in Denison, TX, holding Series 63 and Series 65 credentials and offering 33 years of industry experience. His prior roles include positions at Wedbush Securities, Raymond James & Associates, Morgan Keegan & Company, Colonial Asset Management, Uvest Financial Services Group, and Wells Fargo Clearing. 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 provides a broad range of advisory and brokerage services, utilizing a variety of investment strategies and technology tools, supported by a large network of advisors and extensive non-advisory financial offerings.

John Mabary is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He owns and maintains the building that houses his Edward Jones office in Sherman, TX, and is a general partner of John Mabary Ventures LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Chad Manning is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior year at Wells Fargo Advisors LLC. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Thornhill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is president and owner of Thornhill Oil & Gas Inc., which manages oil and gas royalties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

John Bray is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His previous roles include positions at Next Financial Group Inc. and Edward Jones. Outside of his advisory work, he is a business owner of Bray Interests, Inc. 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 portfolio programs, and institutional platforms.