Leland Brockman is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is president and owner of Rolling Plains Investments LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Paul Gaschen is a ChFC®-designated financial advisor at LPL Financial with 34 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Gaschen, Berlingeri & Associates, Cetera Advisors LLC, and Gaschen, Johnston & Associates, LLC. He has involvement in several advisory-related business activities, including ITLW Advisors, LLC, and a DBA for his LPL business. 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 portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of customizable strategies.

David Belding is a financial advisor with Ameriprise in Lubbock, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Momentum Independent Network and First Bank & Trust. He also has an active role at Golden Circle Financial Group, LLC, where he assists with client planning, annual reviews, and insurance needs. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Jon Finney is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James in 2025, he worked at PlainsCapital Bank for six years and held roles at Reagor Dykes Auto Group and First Financial Trust & Asset Management. In addition to his advisory role, he is an associate at Blake | Cooper Financial Strategies Inc., where he supports client acquisition and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and advisory programs, utilizing risk profiling and analytical modeling tools, and maintains specialized services including municipal and public finance advisory work.

Charles Hill is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he spent 13 years with Alamo, Dynamic/Food Management Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Natali Flores is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She has worked at Merrill since 2005 and at Bank of America, N.A. since 2024. Flores serves as a board member for Lubbock Open Door, a nonprofit charitable organization. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Corey Carter is a Series 66-credentialed financial advisor with Edward Jones in Lubbock, TX, where he has worked since 2008. He has 17 years of industry experience. He serves as a board member of Southcrest Christian School in Lubbock. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

John Chiolo is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and worked previously at Sagepoint Financial, Inc. for 14 years. In addition to his advisory work, he is also a licensed insurance agent operating a sole proprietorship. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk tolerance assessment, and access to third-party money managers and wrap programs.

James Butts is a financial advisor with Ameriprise in Lubbock, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Momentum Independent Network Inc. and Hospice of Midland. Outside of his financial advisory work, he serves as a supply preacher one Sunday each month at First Baptist Church Amherst. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement planning through a centralized consulting team.

William Sanders is a financial advisor with LPL Financial in Lubbock, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. He has 19 years of prior experience at Mason Warner & Co., PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Brandon Hamilton serves as a Resident Director with Merrill, where he focuses on delivering personalized wealth management strategies tailored to clients' individual financial goals. He specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Brandon holds a Bachelor's Degree from Texas Tech University System. He has earned multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach involves working one-on-one with clients to develop flexible financial strategies aligned with changing market conditions. Outside of his professional responsibilities, Brandon participates in community volunteer activities consistent with Merrill’s tradition of local engagement. He enjoys baseball, basketball, football, running, and spending time with his family.

Chance Rocha is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2017. Prior to joining Edward Jones, Rocha worked at Sheridan Production Company and operated C.R. Photoworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Felicia Brightbill is a financial advisor with Raymond James Financial in Lubbock, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with Edward Jones for nine years and has been affiliated with Raymond James Financial Advisors and Prosperity Bank since 2019. Brightbill also serves as Vice President of Prosperity Private Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains a municipal advisor affiliation uncommon in large institutional firms.

Joseph Llanas is a financial advisor with Raymond James Financial in Lubbock, TX, holding a Series 66 designation and bringing 18 years of industry experience. He has been associated with City Bank Wealth Management and Raymond James Financial Services Advisors since 2013. Llanas also networks with bankers at City Bank to gain client referrals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning that aligns with client goals and offers specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

Randall Reeves is a financial advisor with Edward Jones in Lubbock, TX, holding ChFC® and multiple securities licenses, with 37 years of industry experience. He has been with Edward Jones since 2012. 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 solutions, supported by a large network of financial advisors and branch offices across the United States.

Jane De La Rosa is a financial advisor at Edward Jones with four years of industry experience. She previously worked at Goldman Sachs and has a background that includes roles outside finance, such as at Cowboy Bail Bonds and Texas Tech University. Jane holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory and investment solutions, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Jennifer Dever is a CFP® and holds a Series 63 license, with 22 years of industry experience. She is currently with Cetera and has been associated with Pennington, Bass & Associates since 2011. Dever serves as a voting member of the UMC Foundation Board, a local hospital foundation, and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of independent advisors. The firm offers a range of portfolio management and consulting services using multi-manager platforms and various program structures.

Stacy Wenzel is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill Lynch since 2014. 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, and institutional investors.

John Beach is a financial advisor with LPL Financial in Lubbock, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Raymond James Financial Services and Morgan Stanley. Outside of his advisory work, he is involved with JKJ Anthony LLC, a business entity used for tax and investment purposes. 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, including financial planning, model portfolio programs, access to third-party asset managers, and institutional platforms, supported by advanced operational and research tools.

Brandon Olsen is a financial advisor with Equitable Advisors in Lubbock, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he held various roles including positions in education and business. He is involved with Ashar Group, LLC, a company engaged in the sale of traditional life settlements. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and proprietary investment tools.