Joseph Michel is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner in Prejos Partners, an oil and gas investment partnership, and owns a boat storage business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including market-making, underwriting, and affiliated banking programs.

Preston Michel is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Community National Bank, Texas Tech University, and Midland Christian School. 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 and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Elaine Rogers Elliott is a Series 66-licensed financial advisor with Wells Fargo Advisors in Midland, TX, bringing 26 years of industry experience. She worked at Merrill from 2001 to 2015 before joining Wells Fargo Advisors, where she has been since 2015. Elliott also serves as a board member of the Paisano Foundation, participating in financial oversight and capital campaign activities. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo’s research and planning tools to create tailored recommendations across a broad range of financial needs.

John Love III is a financial advisor with LPL Financial in Midland, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His background includes roles at Avantax Advisory Services and ownership of several private businesses, including commercial contracting and oil ventures. Outside of finance, he has been involved in direct sales and recently became a candidate for the U.S. Senate in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diversified advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Jimmy Mcneil is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of his advisory role, he is involved in oil and gas ventures through several partnerships and ownership interests focused on exploration, production, and royalty management. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products and proprietary research to tailor investment solutions.

Kimberly Johnson is a financial advisor with Edward Jones in Midland, TX, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 17 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated products.

Scott Betton is a financial advisor with Wells Fargo Advisors in Midland, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2015. Outside of his advisory role, Betton serves as president of the Midland Festival Ballet and participates on the finance committee for the Springboard Center. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing proprietary research and tools, serving clients who meet defined net-worth thresholds.

Sydney Comstock is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2018, following four years at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Thomas Hill is a CFP® professional with 29 years of industry experience. He has been with Edward Jones since 2001, serving clients from Midland, TX. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts.

Yvonne Reyes is a financial advisor with Cambridge Investment Research Advisors in Midland, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2014 and is also the owner of Envision Wealth Management, LLC, where she serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions customized to client objectives.

Andrea Webb is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

James Jones is a financial advisor with UBS Financial Services in San Angelo, TX, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through a platform that includes proprietary research and model-based asset allocations.

Bill Franks is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an executor for family estate matters. 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 options. The firm’s 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 menus.

Keri Vaught is a CFP®-certified financial advisor with seven years of industry experience, currently associated with Cetera. Her prior roles include positions at Raymond James Financial Services and Avantax, among others. She serves as a board member for High Sky Children's Ranch, a nonprofit organization supporting foster children. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and more than $256 billion in assets under management.

Carolina Marquez is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in financial services. Since joining Merrill in 2019, she has guided a diverse client base including business owners, educators, and individuals in the oil and gas sector, such as executives, geologists, and oil field workers. Bilingual in English and Spanish, Carolina provides strategic wealth management services focused on investment management, wealth structuring, trust, and estate planning, with particular attention to serving the Hispanic community. Carolina’s professional background includes tenures as a financial advisor with Edward Jones and CUNA Brokerage Services, where she addressed a broad spectrum of client needs. She holds a bachelor’s degree in Business from the University of Texas of the Permian Basin and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She utilizes a comprehensive range of retirement planning tools to assist clients with retirement readiness, including 401(k) rollovers and income planning strategies for those nearing retirement. Outside of her professional responsibilities, Carolina is actively involved in her community. She serves as a board member for the House of the Sycamore Tree and as Vice-President for the Permian Tennis Booster Club. Carolina resides in Odessa with her husband and three children. Her personal interests include camping, gardening, and reading.

Todd Cox is a financial advisor with Raymond James Financial in Midland, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at AXA Advisors for five years before joining Raymond James in 2019. Outside of his advisory role, Cox is involved as a partner in RT Crude LP and serves as a financial representative for Permian Wealth Management. 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, institutions, and charitable organizations. The firm provides non-discretionary consulting tailored to client goals and supports municipal and public finance through its unique affiliations and targeted advisory programs.

Jose Torres is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 26 years of industry experience. His work history includes roles at Avantax Investment Services, Haynie & Company, and his own firm, Joe L. Torres, P.C. He has additional involvement with XMJ Realty, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and services, supported by a nationwide network of over 10,000 advisors and managing over $256 billion in assets.

Aaron Payan is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Charles Schwab & Co., Inc., where he has worked since 2022, following prior roles at Wells Fargo Clearing, Merrill, and JP Morgan Securities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset investment models.

Marcus Lopez is a financial advisor with Edward Jones in Midland, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Mattie King is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015, with a brief period of unemployment from 2020 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm utilizes both in-house and third-party managers to tailor investment strategies to clients’ risk profiles.