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.

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.

Kyle Motheral is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience, all with Edward Jones since 2013. He is a passive investor in Shally Capital Fund I, LLC. 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 nationwide network of more than 23,000 financial advisors.

Stephanie Stewart is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 63 designation and over 31 years of industry experience. Her career includes prior roles at B. Riley Wealth Advisors, National Securities Corp, and WFG Investments, along with a previous 15-year tenure at LPL Financial. Outside of advising, she is involved as a business owner with Rodan and Fields and participates in managing a family farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions with a focus on both discretionary and non-discretionary strategies.

Joshua Brown is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension/profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and proprietary money market funds.

Gary Ashby is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1998. Outside of his advisory role, he is involved as an employee on a local sports radio show in Lubbock, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved planning tools.