Van Echols is a CFP® professional with 31 years of experience, currently affiliated with Mass Mutual Investors Services in Midland, TX. He has been with Mass Mutual Life Insurance Company and MML Investors Services, Inc. since 2000. Outside of his advisory role, Van serves as president and treasurer of the Perry Echols Memorial Scholarship Fund, a nonprofit scholarship organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s planning engagements involve collaborative annual relationships using firm-approved tools to analyze client goals, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Jessica Glaser is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and model providers.

Tina Mobley is a financial advisor at Edward Jones in Odessa, TX, with two years of industry experience. She holds the Series 66 designation and previously worked at Clean Chemistry Inc, Lone Star Instrumentation & Electric Corporation, and RK Pump & Supply. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Arrick is a financial advisor at Raymond James Financial with 33 years of industry experience. He has been with Raymond James and its affiliated entities since 2005 and also owned Arrick Financial Services, Inc., a support company, from 2005 to 2019. He holds Series 63 and Series 66 credentials. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Lydia Marquez is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and previously worked for the City of Midland for seven years. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Andres Maldonado Hernandez is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Bank of America, New York Life, and PepsiCo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Karl Agar III is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Mummes, Fletco Services, and Purina Animal Nutrition. Outside of his advisory role, he is the president and owner of Agar Cattle Co Inc., managing a small cattle operation involved in both commercial and seedstock marketing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Mark Kaufman is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory work, Kaufman serves as a volunteer treasurer for the Don Woody Woodward campaign. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services delivered through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Gregory Watts is a financial advisor with Edward Jones in Midland, TX, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Denise Garza is a financial advisor at Edward Jones in Odessa, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she spent over two decades at Complex Community FCU. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jennifer Reed is a financial advisor at Wells Fargo Advisors in Midland, TX, with 21 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Reed holds a Series 66 designation and is involved in other business activities related to wealth management through partial ownership interests in Sonse Wealth Management LLC and Sonse Wealth Management LP. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and leverages proprietary research and tools to develop tailored client recommendations, with clients retaining discretion over implementation through various brokerage or advisory programs.

Jason Gould is a financial advisor at Raymond James Financial Services Advisors, Inc. in Midland, TX, with 11 years of industry experience. He previously worked at Edward Jones for seven years and currently manages his own entities, Gould Family Financial and Gould Family Financial LLC, through which he performs financial advisory and related business operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting, employing analytical tools and risk profiling to support client objectives.

Edward Cheek Jr. is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2017, previously spending eight years at Bank of America. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brenda Bazan is a financial advisor with Wells Fargo Clearing in Odessa, TX, holding a Series 66 credential and six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and Wells Fargo Bank, N.A. since 2017. Outside of finance, she has been involved with Bazan Insurance Services since 2010 and previously worked in the restaurant industry, including at Camila's Mexican Restaurant and more recently helping at Roadside Burgers & Wings. 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 advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Phuong Hammer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She has worked at JP Morgan Chase Bank and Wells Fargo, holding various roles since 2016. J.P. Morgan Securities LLC 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.

Katherine Dick is a financial advisor at Edward Jones in Midland, TX, holding a Series 66 designation with one year of industry experience. Prior to Edward Jones, she worked at JP Morgan Chase and has a background that includes time at Texas A&M University and other varied roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and known for its extensive retail presence and affiliated financial services.

Michael Deller is a CFP®-credentialed financial advisor with Edward Jones in Midland, TX, bringing 10 years of industry experience at the firm. He receives royalty income from Parsley Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices.

Patrick Young is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for 30 years with the Ector County Independent School District. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Teresa Floyd is a financial advisor with Edward Jones in Odessa, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Austin Burton Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and five years of industry experience. He has been with Raymond James since 2019 and has held advisory roles at affiliated entities during that time. Outside of his advisory work, Anderson is involved with two privately owned support companies, Anderson Wealth Management, LLC and Mission Capital Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.