Sherman Norton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Norton is involved in several oil and gas ventures and provides consulting services related to family issues and elder care through a partnership in Lubbock, Texas. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad array of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kyle Laughlin is a Wealth Management Advisor associated with Merrill Lynch, bringing over three decades of experience in the financial industry. He is a CERTIFIED FINANCIAL PLANNER® professional and has spent a significant portion of his career focused on understanding clients' goals, timelines, and risk-management concerns to tailor wealth strategies that support their present and future needs. Kyle began his career in 1994 after earning a Bachelor's Degree in Family Financial Planning from Texas Tech University. His early roles included serving as a Staff Financial Planner at a boutique firm in Baton Rouge, LA, and managing a local bank's non-depository investment product program in Lubbock, TX. These positions provided valuable experience working with both individual clients and corporate institutions. Over time, Kyle has developed a proactive approach to asset allocation, shaped notably by his experiences during the economic downturn and events of 2001. Joining Merrill Lynch marked a significant phase in Kyle's career, allowing him to focus on client relationships and assisting clients in pursuing their financial dreams. Outside of his professional activities, he enjoys cooking, fishing, gardening, photography, and spending time with his family.

Shawn Johnson serves as a Sales Manager and Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that align with their individual goals and the dynamic conditions of today's market. Shawn integrates access to Merrill's investment insights with the banking and lending solutions offered by Bank of America to provide comprehensive wealth management services. Shawn holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Master's Degree from Oklahoma City University and a Bachelor's Degree from West Texas A and M University. Committed to community involvement, he participates in volunteer activities reflecting Merrill's tradition of service in the communities it serves.

Hunter Haley is a CFP® and Series 66-registered financial advisor with Ameriprise Financial Services, based in Lubbock, TX. He has nine years of industry experience, including prior roles at Cerity Partners, Arkadios Capital, and Ernst and Young. Haley has worked in various capacities within wealth management and retirement plan consulting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning. The firm’s approach includes collaboration between a centralized service team and financial advisors, with investment strategies influenced by affiliated product relationships and proprietary research.

Thomas Thompson is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, leveraging investment insights from Merrill and banking solutions from Bank of America. His client focus areas include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, and retirement income. Thomas holds a Bachelor's Degree from Texas Tech University System and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also involved in the Texas Tech Therapeutic Riding Center, reflecting his commitment to community engagement. In his personal time, Thomas enjoys football, golfing, and hunting.

John Funk is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2011 to 2016. He is also a school board member for the Lubbock Cooper Independent School District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jon Watson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Raymond James, he worked at LPL Financial and First Bank & Trust Lubbock. He is a full partner with JSW Advisory Group, LLC, a wealth advisory practice based in Lubbock, TX. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and risk-profiling tools and is notable for its municipal advisor affiliation and specialized consulting programs.

Matthew Miller is a financial advisor with Merrill in Lubbock, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Merrill since 2003 and Bank of America since 2009. Outside of his advisory role, he is involved in a family business where he teaches and coaches youth baseball pitching. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, incorporating strategic and tactical asset allocation and tax-aware options.

Trent Cuellar is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. He serves on the boards of directors for the Children's Home Foundation and the Texas Girls and Boys Ranch Foundation, overseeing their investment portfolios. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Ted Monroe is a CFP® with 40 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. and Assist Financial Services, a firm he owns. Monroe serves as president of Lubbock Victims Assistance Services, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services utilizing asset-allocation tools, risk assessments, and access to third-party managers across various investment vehicles.

Kathy Britton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with City Bank and Raymond James Financial Services for 14 years, where she also serves as a Private Banker managing client deposit and credit needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Thanapoom Boonipat is a Series 65-licensed financial advisor with Boonipat Advisory LLC in Lubbock, TX, bringing one year of industry experience. Prior to founding his advisory firm, he worked in the healthcare sector at Chang Gung Memorial Hospital and Mayo Clinic, and also spent time at Dartmouth Medical School. Boonipat Advisory LLC is an independent firm serving individual clients.