Bobby Lucas is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2020. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2020. Outside of his advisory role, he is President of the Kiwanis Club of Abilene, a nonprofit civic organization. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Brad Cranford is a financial advisor at Edward Jones in Abilene, TX, holding Series 63 and Series 66 registrations with 16 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.

John Willey is a CFP® certificant with eight years of industry experience, currently associated with Raymond James Financial in Abilene, TX. His prior work includes six years at Edward Jones and six years at PrimeLending. He also owns and operates VistaCrest, LLC, a support company for his financial planning practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting through analytical tools and supports a range of advisory programs and specialized offerings, including municipal finance and SIMPLE IRA employer services.

J'lynn Harvey is a financial advisor at Stifel in Abilene, TX, with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Morgan Stanley. Outside of her advisory role, she is a 24% partner in 160 Promotions, a retail and B2B promotional products business. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James West is a financial advisor with Raymond James Financial Services Advisors, Inc. in Abilene, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with First Financial Investment Advisors and First Financial Bank and is involved in a part-time wildlife photography business serving ranch owners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to support client goals.

Robert Miers is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Next Financial Group Inc., Cornerstone Financial Southwest, Commonwealth Financial Network, and First Allied Securities, Inc. Outside of his advisory role, he is a business owner of Miers Automotive 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 financial planning, portfolio management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Erik Presley is a Series 66-licensed financial advisor with over 11 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2020. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is the CEO of Experience Life International 360, a business focused on coaching and institutional relationships. 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 institutions. The firm offers tailored, non-discretionary planning using various analytical tools and supports advisory programs, institutional consulting, and portfolio management across a large advisor network.

Braxton Oliver is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2022, he worked in education with Carroll ISD and Wylie ISD. Outside of his advisory role, he is employed as a financial advisor with Big Country Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Clayton O'dell is a financial advisor at Edward Jones in Abilene, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Funeral Directors Life Insurance Company and Passare. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Sidney Grant is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Raymond James in 2020, he spent over a decade with Wells Fargo, including roles at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory work, he serves on a local board of directors and owns a cattle ranch in Texas. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized services in municipal and public finance as well as employer retirement plan consulting.

Floyd Miller is a Series 63-credentialed financial advisor with 43 years of industry experience, currently with OSAIC since 2023. Prior to this, he spent 14 years at FSC Securities Corporation. Outside of his advisory role, Miller serves as president of the Abilene chapter of the American Financial Education Alliance, a nonprofit that conducts investment education workshops at public libraries and community colleges. He is also involved in several community organizations, including serving on the boards of the Development Corporation of Abilene and the Abilene Black Chamber of Commerce, and he is the publisher and CEO of West Texas Tribune Inc., a nonprofit newspaper. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large affiliate network and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and model portfolios that may include a variety of securities and alternative investments, with both discretionary and non-discretionary management options.

Susan Moss is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 1996 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she owns a crafts business and serves on the boards of Meals on Wheels Plus Abilene and the J. D. Chapter of the National Daughters of the American Revolution, where she is Treasurer. 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 a range of individual and institutional investors.

Tracy Brown is a financial advisor with LPL Financial in Abilene, TX, holding Series 65 and Series 63 licenses and with nine years of industry experience. She previously worked at NEXT Financial Group and Cornerstone Financial Southwest, where she was affiliated for ten years. 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 and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and technology tools for operational and research support.

Brittany Sipe is a financial advisor at Raymond James Financial in Abilene, TX, holding a Series 66 designation. She has one year of industry experience and previously worked for Fisher County Hospital District for 20 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and SIMPLE IRA advisory programs.

Christina Krikorian is a financial advisor at Charles Schwab with two years of industry experience. She previously worked at Howell Financial Group and New York Life Insurance Company. Krikorian serves on the board of the Abilene Philharmonic, where she participates in board meetings and community representation. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational support.

Jon Bennett is a financial advisor with Edward Jones in Abilene, TX. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones, he was self-employed for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, broad branch footprint, and additional affiliated services such as a trust company and securities-based lending.

Jennifer Lee Shultz is a financial advisor with Edward Jones in Abilene, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory work, she owns and operates a horse training and breeding business focused on Quarter and Paint horses and competes in rodeo events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Songer Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with LPL Financial since 2017 and has been affiliated with National Planning Corp since 2001. Outside of his advisory role, he operates a handyman service. 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, portfolio management, and institutional platforms, combining advisory services with non-advisory financial activities across a large network of advisors.

Richard Dansby is a CFP® with 27 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors Inc. and related affiliates since 2017 and previously spent 18 years at Merrill. In addition to his advisory role, he prepares simple individual income tax returns and manages investment accounts for clients at The First National Bank of Ballinger. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored planning and analytical tools to support client goals and offers advisory programs alongside institutional consulting and portfolio management.

Danforth Bush is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of advising, he has involvement in selling home security and automation products, as well as loan 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 selective separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with oversight and trading delegated to BNY Mellon Advisors.