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.

Irving Quant is a financial advisor with Cetera and holds a Series 66 designation, bringing six years of industry experience. He has worked at several firms including PNC Investments, Avantax, and BBVA Securities. Outside of finance, he receives royalties from magic trick videos he created, associated with Vanishing Inc., the largest magic store in the world. Cetera Investment Advisers is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with access to both affiliated and third-party investment strategies.

Jacob Winston is a financial advisor with LPL Financial in Lubbock, Texas, holding the CFP® designation and Series 65 and 63 licenses. He has nine years of industry experience, including roles at Securities America Advisors and the Rabbinical Seminary of America. Outside of his advisory work, he is involved with Winston Wealth Advisors LLC, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Kristyne Link is a Financial Advisor at Merrill Lynch Wealth Management, where she works closely with individuals, families, and organizations to align their finances with their values and long-term goals. Since joining Merrill in August 2023, she has provided transparent guidance to help clients manage multiple financial priorities and make informed decisions. She serves clients locally on the South Plains and across the country. Kristyne began her career in the financial services industry in 2017 and has held FINRA Series 7 and Series 66 registrations since 2019. She holds the Personal Investment Advisor (PIA) designation and has an educational background that includes a High School Diploma from Monterey High School, an Associate's Degree from South Plains College, and coursework at the Texas Tech University System. A native of Lubbock, Kristyne is raising her daughter and running her business in her hometown. Outside of her professional work, she enjoys spending time with her daughter and their pets, reading, listening to podcasts, and playing billiards.

Jonathan Casebolt is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial in Lubbock, TX. He previously worked at Edward Jones for 16 years and at Cadaret Grant & Co., Inc. for two years. Outside of advising, he is involved with Kay Casebolt Farm in Lipan, TX. 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 plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Jamal Gary is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Empower, PNC Bank, and several other financial institutions. Outside of finance, he was involved with Southern Hospitality Beef, LLC from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Janet Bates is a financial advisor with Edward Jones in Lubbock, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a shareholder in Platinum Auto Sales Inc., an auto sales business based in Lubbock. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Richard Bigham Jr. is a financial advisor with Primerica Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003 and is also involved in managing Cotton Ridge Development, LLC. Outside of his advisory role, he manages business activities unrelated to investments in the Lubbock area. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure for its services.

Lenzie Mason is a CFP®-designated financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, Mason worked in education as a special education teacher with Lubbock Cooper ISD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices.

Byron Tyler is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at NYlife Securities LLC and New York Life Insurance Co. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Billy Weikel is a financial advisor with Primerica Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of his advisory role, he is the founder of Joyful Ventures, a non-investment related business based in Lubbock. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Jasmine Bilderback is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the ChFC® designation and has nine years of industry experience. Prior to joining Raymond James, she worked at LPL Financial and continues to be involved with JSW Advisory Group as an investment assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gordon Buskirk is a financial advisor with J.P. Morgan Securities LLC in Lubbock, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at BBVA Wealth Solutions, Mass Mutual, and New York Life. Outside of finance, he consults for an advertising agency and serves as an officer in an oil and gas business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Matthew Stroud is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Wellington State Bank, Lincoln Heritage Life Insurance, Quest Capital Strategies, and Uvest Financial Services Group. Outside of his advisory work, he is involved with MCS Capital Ventures, a real estate rental business. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Trent Riddle is a Series 66 licensed financial advisor with 20 years of industry experience, currently practicing at Cetera. His career includes long tenures at Avantax Advisory Services and Northwestern Mutual Investment Management. Outside of advising, he serves as vice president of Reclaimed 43, a nonprofit focused on mentoring children in the foster care system, and owns TRK Enterprises, a business selling grills and smokers. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services with various program options and access to third-party money managers.

Debra Hedgcoth is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial. She has held roles at B. Riley Wealth Management, National Securities Corp, and Thrivent Financial for Lutherans. 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 wide range of advisory and brokerage services, leveraging multiple investment strategies and advanced operational tools.

Wilson Pauwels is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked with several firms including BBVA Securities Inc., Compass Bank, and New York Life Insurance Company. Outside of his advisory role, Pauwels has been involved in sports officiating since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.