Mary Naumann is a financial advisor with Thrivent Investment Management in Weatherford, TX, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of advising, she serves as a board member of The Perry's Foundation, a private family foundation focused on community sustainability, and is co-owner of a commercial real estate business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Chuck Blanton is a Series 66-credentialed financial advisor with LPL Financial, where he has worked since 2011 and has 15 years of industry experience. He also operates a CPA firm focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, institutions, and banks, utilizing various portfolio strategies and technology tools.

Eder Frias is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Prior to that, he worked at Lone Star Valet from 2016 to 2018. Fidelity Strategic Advisers LLC, the firm associated with his work, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of model portfolios and serving as an advisor to multiple registered investment companies.

Robby Rogers is a financial advisor with UBS Financial Services in Weatherford, TX, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Kevin Rojas is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services and Primerica Advisors since the early 1990s. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services 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 separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Nathan Thomas is a Series 66 licensed financial advisor with J.P. Morgan Securities, where he has worked since 2017. He has 19 years of industry experience, including prior roles at Bokf, Na and BOSC, Inc. Outside of his advisory work, Nathan occasionally supports a family-owned eatery, Cowboy Ice & More LLC, as an employee. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating with both broker-dealer and investment adviser registrations.

Laura Watson is a CFP® with 10 years of experience in the financial services industry. She has worked at LPL Financial since 2017 and previously spent four years with Investment Centers of America, Inc. She serves as a council member for the City of Mineral Wells, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining proprietary research and third-party strategies.

Bryan Smith is a CFA® charterholder with six years of industry experience. He is currently affiliated with LPL Financial and has previous experience at Woodbury Financial Services Inc, Charles Schwab, and OSAIC. 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, third-party asset management, and institutional platforms.

Emily Villavicencio is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. Her prior work includes positions at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, Merrill, and Korn Ferry Futurestep. She was also involved with the Lubbock Symphony Orchestra and served at Texas Tech University and Retrospection earlier in her career. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Dana Perry is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erik Severson is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and its affiliates since 2017. He also spent time at Weatherford College in 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across retirement, tax, estate, and other areas, with options to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Brad Payton is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Bank, NA, U.S. Bank, Bb&T Bank, BBVA Compass Bank, and Southside Bank. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Drake Steers is a financial advisor at Charles Schwab with Series 63 and Series 66 registrations and three years of industry experience. He has worked at Charles Schwab since 2024 and previously at TD Ameritrade from 2022 to 2024. Prior to his financial services career, he held positions in various roles including Firefighter Moving Company and retail. Charles Schwab & Co., Inc. serves a large client base primarily composed of high-net-worth and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides investment guidance using multi-asset model portfolios and due diligence on alternative investments.

Jay Ditty is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Wells Fargo Clearing. Outside of his advisory role, he serves as Senior Pastor at Silver Creek Baptist Church, where he leads weekly worship services. Charles Schwab 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’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and a formal alternative-investment onboarding process.

Sarah Hahs is a financial advisor with Edward Jones in Mineral Wells, TX, holding a Series 66 designation and 19 years of industry experience. She previously worked at TD Ameritrade for 16 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. 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, operating under a fiduciary standard.

John Wheat is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward Jones since 1986. Outside of his advisory role, he owns commercial investment property in Mineral Wells. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Richard Friend is a CFP® and ChFC® with 39 years of industry experience. He is currently with Osaic and has held prior roles at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory work, he serves as President of the Arapahoe Ridge Homeowners Association, where he participates in managing policies and acts as a spokesperson. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and portfolio management utilizing a variety of investment vehicles and third-party resources.

Alannah Chartier is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Kevin Prestesater is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Petrach II is a financial advisor at Edward Jones in Weatherford, TX, with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for General Motors Corporation for 31 years. Outside of advising, he is involved with BKV Barrnett, LLC, which holds gas rights in Bridgeport, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.