Mark Bass is a CFP® with 53 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2013 and operates Pennington, Bass & Associates, a comprehensive financial planning firm he co-founded in 1977. Bass serves as the Investment Committee Chair for the Community Foundation of West Texas and is a board member of the Lubbock Downtown Development Corporation. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors, offering services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Jeffrey Jaynes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His background includes roles at LPL Financial and First Bank And Trust, as well as ownership of his own advisory firms. Jaynes serves as a board member, executive committee secretary, and finance committee member for Goodwill Industries of Northwest Texas. 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, institutions, and charitable organizations. The firm offers non-discretionary, tailored advice supported by analytical tools and supports various advisory programs and institutional consulting services.

Caden Jones is a Series 66-licensed financial advisor with Edward Jones in Lubbock, TX, and has six years of industry experience. He has been with Edward Jones since 2019. Prior to his current role, he held various positions including at Cornerstone Support Services and several retail businesses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Mark Dickson is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 66 license and 27 years of industry experience. He has worked at LPL Financial since 2012 and previously at Level Four Advisory Services and Mason Warner & Co., Pc, where he currently provides accounting, tax, and third-party administration services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, employing both proprietary and third-party investment strategies across strategic, tactical, and alternative allocations.

Brad James is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including educational and media-related businesses such as Lighthouse College Tutoring and Decided Excellence Catholic Media. James also has experience in real estate and mortgage services. 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 financial planning and investment management services supported by both proprietary and third-party strategies.

Christopher Lambert is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns the West Texas Beard Company, a beard oil and balm business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Casey Doyle is a financial advisor with Edward Jones in Lubbock, TX. He holds the Series 66 designation and has one year of industry experience. Prior to his financial career, he served in the United States Marine Corps for 21 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Amy Rudd is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of her advisory role, she has ownership interests in several real estate entities without active management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Suzanne Blake is a financial advisor with Raymond James Financial, holding a Series 66 credential and 24 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2009 and previously operated Blake Cooper Financial Strategies for 11 years. Blake serves as a board member for Grayce Enhanced Hospice Care and a local bank, indicating involvement in community organizations. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advanced analytical tools to assist clients in decision-making.

Lindsay Cooper is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been associated with Blake-Cooper Financial Strategies since 2009 and also serves as Vice President of a support company related to that business. Cooper is involved with a real estate entity that holds properties for Blake-Cooper Financial Strategies and leases additional spaces. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports various advisory programs and institutional portfolio management.

Katelyn Burns is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, she worked at Tradehome Shoes and River Crossing Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Lynetta Fenter is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. She has worked at Edward Jones since 2017 and previously was employed by Shallowater Independent School District for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Barry Malone is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. He previously worked with LEVEL FOUR ADVISORY SERVICES, LLC and Osaic FS, Inc. Malone also holds a background in non-variable insurance and assists with tax preparation services at Mason Warner CPA's Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a diverse range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Camille Northcutt is a Series 66-licensed financial advisor at Merrill with 25 years of industry experience. She 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. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darren James is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory work, he is the owner and bookkeeper of a plumbing business in Lubbock, Texas. 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, utilizing various investment strategies and technological tools to support its network of over 22,800 advisors.

William Smiley is a financial advisor at Ameriprise with 33 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Smiley serves on the Board of Directors for The Reserve HOA in Lewisville, TX. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement-income planning.

Heather Haynes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Avantax Advisory Services and Avantax Investment Services, INC., and maintains a role at Wymer Brownlee, where she assists financial advisors with investment and tax-related paperwork. Outside of her advisory work, she is involved with Wymer Brownlee Wealth Strategies Investment Division. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of program structures and custodial relationships.

Madison Wentland is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, Madison held roles at B. Riley Wealth Advisors, Cetera / Pennington Bass & Associates, and National Financial Services / West Texas Investments, among others. Outside of advisory work, Madison owns a custom home building business and a farm, and is a representative for a direct sales company. 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 advisory services, including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Austin Holcomb is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in wealth management in 2018 and joined Merrill in 2022. Austin specializes in helping families and business owners make confident, long-term financial decisions grounded in clarity and stewardship. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. He employs a data-driven approach shaped by years of hands-on experience and advanced training, enabling him to guide clients through complex planning needs with an analytical and personalized framework. Austin earned a bachelor's degree in economics from Texas Tech University in 2016. He holds the Accredited Wealth Management Advisor (AWMA) designation awarded by the College for Financial Planning Institutes Corporation, as well as the Personal Investment Advisor (PIA) designation. He operates within an approach driven by a sense of purpose, integrity, and service. Austin lives in Lubbock, Texas, with his wife Savannah and their children. He is an active member of Redeemer Church and participates in his local community. His personal interests include football, golfing, music, spending time with his family, and writing.

Larry Bradley is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1986 and served as the Senior Resident Director of the Lubbock, Texas office from 2011 to 2022. Larry is a qualified Portfolio Manager who helps clients develop personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages these strategies on a discretionary basis for clients through the Firm's Investment Advisory Program. Larry holds a Bachelor of Business Administration in Finance from Texas Tech University and has earned the Certified Investment Management Analyst® designation. Throughout his career, he has focused on areas such as college education planning, family wealth management strategies, philanthropic planning, retirement income, and socially responsible investing. Larry is active in the Lubbock community and has participated in various charitable organizations including the Boy Scouts of America South Plains Council, the Children's Home of Lubbock Foundation, and the Fellowship of Christian Athletes Executive Board. He has also served on boards for the American Diabetes Association, University Medical Center Forum, and the Children's Orthopaedic Clinic at UMC. Larry is a graduate of the Chamber of Commerce Leadership Lubbock program and resides in Lubbock, Texas.