Martin Miller is a financial advisor at Raymond James Financial with Series 63 and Series 66 credentials and 27 years of industry experience. He has served as a coach and advisor at Raymond James Financial Services Advisors Inc. since 2013. Outside of finance, Miller is the owner and proprietor of Martin Miller PGA Professional, where he teaches individual and group golf lessons. 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, 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 municipal advisor affiliation.

Austin Holcomb is a Financial Advisor with Merrill Lynch Wealth Management. He helps clients develop personalized wealth management strategies that are adaptable to changing market conditions and aligned with their individual financial goals. Austin provides access to investment insights from Merrill and offers banking and lending solutions through Bank of America. His areas of focus include family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Austin holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the Texas Tech University System. Austin and his wife, Savannah, live in Lubbock with their children. They are active members of their local church and participate in their community. His personal interests include football, golfing, music, spending time with his family, and writing.

Ethan Fulton is a Series 66-licensed financial advisor at Edward Jones with six years of prior experience at AgTexas Farm Credit Service and five years at Lubbock Christian University. He has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a network of over 23,700 advisors and 15,000 branch offices nationwide.

Larry Bradley is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1986 and served as the Senior Resident Director of the Lubbock, Texas office from 2011 to 2022. Larry is a qualified Portfolio Manager who helps clients develop personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages these strategies on a discretionary basis for clients through the Firm's Investment Advisory Program. Larry holds a Bachelor of Business Administration in Finance from Texas Tech University and has earned the Certified Investment Management Analyst® designation. Throughout his career, he has focused on areas such as college education planning, family wealth management strategies, philanthropic planning, retirement income, and socially responsible investing. Larry is active in the Lubbock community and has participated in various charitable organizations including the Boy Scouts of America South Plains Council, the Children's Home of Lubbock Foundation, and the Fellowship of Christian Athletes Executive Board. He has also served on boards for the American Diabetes Association, University Medical Center Forum, and the Children's Orthopaedic Clinic at UMC. Larry is a graduate of the Chamber of Commerce Leadership Lubbock program and resides in Lubbock, Texas.

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.

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.

J Grice is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Morgan Stanley Smith Barney from 2009 and Citigroup Global Markets from 1998 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and planning tools, including Monte Carlo simulations and Secular Return Estimates.

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.

Elaine Mcnair is a CFP® with 27 years of industry experience, currently serving as a financial advisor with LPL Financial. Her prior roles include positions at Avantax Investment Services, Fillingim, Gardiner, Green & Mcnair, and 1st Global Advisors, as well as operating her own CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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.

Christopher Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Kovitz Securities, LLC and AFAM Capital, Inc. Outside of advising, he has been involved with Grady Henly Decorators since 2021 and briefly worked at Goodline Brewery in 2023. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm focuses on non-discretionary planning tailored to client goals and offers a range of advisory programs supported by analytical tools and technology.

Nathaniel Castro is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 credential with one year of industry experience. Prior to his current role, he has held various positions including instructor roles in sports-related activities and has been involved in providing golf services during charity tournaments. Outside of advisory work, he offers baseball instruction to youth athletes on a flexible schedule. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.