Shawn Stults is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Wells Fargo Advisors, and First Bank and Trust-Lubbock. He is a partner and wealth advisor at JSW Advisory Group, LLC, a business he co-owns outside of his work with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs including municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Corey Robertson is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is involved with Ashar Group, LLC, which engages in the sales of traditional life settlements. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, employing both in-house and third-party advisory models.

Valerie Hinojosa is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. She has worked at Edward Jones since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

George Kirkland Jr. is a CFP® professional with 20 years of experience in financial advisory services. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and serves as Vice President at City Bank in Lubbock, TX, where he manages an investment book of business. His prior experience includes a decade at Hilltop Securities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance advisory work through its unique affiliation with a municipal advisor.

Clayton Flathers is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, Flathers is involved in insurance sales through his position as president of First Financial Marketing Inc. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services utilizing various platforms, asset-allocation tools, and third-party managers to tailor portfolios that include a range of investment products.

Alicia Woods is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services, Inc. and Blake|Cooper Financial Strategies. 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 charitable organizations. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to support client decision-making and sponsors wrap-fee advisory programs across a broad advisor network.

Joyce Stewart is a financial advisor at Charles Schwab with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade, Inc. and Scottrade, Inc. Outside of her advisory role, she is involved in retail activities as a team member selling skincare products with Rodan + Fields. Charles Schwab 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 offers both non-discretionary and discretionary investment management using multi-asset model portfolios and maintains an integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Eric Pittman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2007 and focuses on retirement, insurance, and estate planning strategies for his clients. Eric earned a bachelor's degree from the College of Personal Financial Planning at Texas Tech University, where he emphasized business practices and family investment analysis. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Committed to understanding each client's individual needs, Eric aims to provide personalized wealth management strategies that help clients achieve their financial goals. He is involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with the American Cancer Society and Hope Lodge – Lubbock.

Spencer Kilgore is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Halliburton for seven years. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and planning tools.

Davis Jones is a financial advisor with Cetera and holds a Series 66 credential. He has 13 years of industry experience and currently owns Unicorn Financial, LLC DBA Johnston Wealth Management. Outside of his financial services work, he serves as president of Seeking Sitters Texas, a childcare business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. It offers a multi-manager platform with portfolio management, financial planning, and access to third-party money managers across various program structures.

Carlos Diaz is a CFP® professional with eight years of industry experience. He currently works at Wells Fargo Clearing and previously held roles at Edward Jones and Sanford & Tatum Insurance. Diaz serves on the finance committees of Catholic Charities Diocese of Lubbock and the Kelsey Park Homeowners Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Ryan Shankle is a financial advisor with Morgan Stanley in Lubbock, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and Wave Wealth Management, LLC. Outside of his advisory role, he is a partner in TJ Four B's Aircraft, LLC, a family investment vehicle for international business. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services directly as well as through corporate financial planning agreements.

William Garrison is a CFP® professional with 13 years of industry experience, currently affiliated with Raymond James Financial in Lubbock, TX. He previously worked at Morgan Stanley Smith Barney LLC for four years and has been serving clients through Amarillo National Bank and its investment services since 2020. Garrison is also associated with Garrison Innovation, LLC, a family business in which he has a non-operational role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools including risk profiling and probability modeling to support client goals.

Vasile Ghilea is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill. Outside of finance, he was involved with Edmond Tennis Services LLC. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Hunter Pitaniello is a financial advisor with Mass Mutual Investors Services in Lubbock, TX, holding a Series 66 designation and three years of industry experience. He has worked with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2021 and has prior experience that includes advisory roles and consulting focused on educating high-net-worth individuals. Hunter has also been involved with PFG Advisors and held positions outside finance, including roles in education and hospitality. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements tailored to client goals.

David Miller is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Osaic FS, Inc. Outside of his advisory work, he is involved with TKC Renaissance Financial Services, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Nathan Davis is a CFP® professional with 12 years of experience in the financial industry. He has been with Edward Jones since 2013, based in Lubbock, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Warren is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Johnson and Johnson for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs under a fiduciary standard.

Eric Sawyer is a CFP® with 23 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. He holds Series 63 and Series 65 licenses and has a history of independent business activities including ownership of Peacefield Wealth Solutions, providing online financial software access, and serving as an adjunct professor at Texas Tech University. He is also active in professional organizations, acting as treasurer of the South Plains Trust & Estate Council and delivering CFP Board ethics presentations. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various portfolio management and model-based solutions.

Mark Bass is a CFP® with 53 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2013 and operates Pennington, Bass & Associates, a comprehensive financial planning firm he co-founded in 1977. Bass serves as the Investment Committee Chair for the Community Foundation of West Texas and is a board member of the Lubbock Downtown Development Corporation. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors, offering services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.