Ashlee Vingle Howard is a Series 66 licensed financial advisor with 12 years of industry experience. She currently works at TLG Advisors, Inc. and has prior experience at firms including Morgan Stanley and Crown Capital Securities. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

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.

Riley Reagor is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. He has five years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life, as well as earlier experience outside the financial sector at Reagor Dykes Auto Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

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.

Diana Jimenez is a financial advisor with Eagle Strategies (NY Life) in Lubbock, TX, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at NYLIFE Securities LLC and New York Life Insurance Co since 2020 and more recently at Firm Foundation Wealth & Retirement Solutions LLC. Jimenez is active in community service as an officer and Regent of the Francis Rainey Chapter of The National Society of the Daughters of the American Revolution, a civic organization focused on historic preservation, education, and patriotism. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a majority of assets managed on a non-discretionary basis and a focus on retirement investors and fiduciary responsibilities.

Richard Darling is a financial advisor with Eagle Strategies (New York Life) based in Lubbock, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has been with Eagle Strategies since 2012 and has worked with New York Life and its affiliated entities since 2002. Outside of his advisory role, he is involved in insurance brokering for non-registered products and retains ownership of mineral rights. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

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.

Wesley Cumbie is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Raymond James in 2021, he worked at Cetera Advisor Networks, LPL Financial, and Pinnacle Financial Group among others. Outside of his advisory work, Cumbie owns a farm used by his family for hunting and fishing. 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, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical modeling tools, supporting clients through various advisory programs and specialized institutional services.

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.

Austin Lowery is a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who assist clients in pursuing their personal and family financial goals by developing personalized strategies. Prior to becoming a Branch Leader, Austin held several positions at Fidelity Investments, including Team Leader for Investment Solutions from 2022 to 2023, Help Desk roles in Fixed Income and Investment Solutions between 2020 and 2022, and Investment Solutions Representative from 2016 to 2020. He also served as a Financial Representative Full Trader in 2016. Austin's career at Fidelity Investments has provided him with extensive experience in investment solutions and client support.

Donald Leonard Jr. is a financial advisor at Cetera with over 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Voya Financial Advisors. Leonard is also the owner of Keith Leonard, LLC, which involves fixed insurance product sales, and he serves as a board member of a local condominium association and holds a position in the Wolfforth-Frenship Masonic Lodge. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services, operating a multi-manager platform that supports various investment strategies across numerous program structures.

Zachary Holtzman is a financial advisor with Raymond James Financial in Lubbock, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Edward Jones for 10 years and has been involved with Holtzman Wealth Strategies, LLC since 2018, where he serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by analysis and modeling tools. The firm also offers specialized advisory programs and maintains unique affiliations in municipal finance and SIMPLE IRA consulting.

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.