Carl Peterson is a financial advisor with Morgan Stanley based in Abilene, TX, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models developed by its Global Investment Committee.

Matthew Preston is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he volunteers as a junior high golf coach for Wylie ISD in Abilene, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment and advisory solutions. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Keith Shahan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has worked with Raymond James since 2012 and is also the owner and operator of Mesquite Country Skid Steer Services, an agricultural business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice supported by analytical tools, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Lindi Bruning is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in mid-2021. She brings nearly 19 years of experience in the financial industry, including 15 years in management at Bank of America. Her client focus includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services, among other areas. Lindi earned a Bachelor of Science in Economics with a minor in Business from Texas A&M University in 2004. She holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Beyond her professional work, Lindi is actively involved in community organizations such as the Junior League of Abilene, Abilene A&M Club, Junior Achievement of Abilene, Love & Care Ministries, and Meals on Wheels of Abilene. She balances her career with family life alongside her husband Bryan and their three children.

Austin Sherwood is a financial advisor with Edward Jones in Abilene, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves as Vice President of the hog show for the County Stockshow in Albany, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

Chutima Keeragool is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her work history includes roles at Bank of America, N.A., Merrill, and The Estée Lauder Companies. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Beckham is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at Crew Training International and Abilene Independent School District. In addition to his advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.

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.

Brenda Davis is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in Abilene, TX. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors that serves 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, and operates under a fiduciary standard.

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.