Donald Ruppanner is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience and has been affiliated with Cetera since 2025. Ruppanner has a background that includes operating his own CPA practice and involvement in wealth management and tax preparation. Outside of advising, he owns working interests in oil and gas properties, serves as a trustee for a supplemental needs trust, and is a board member of the First United Pentecostal Church of Odessa. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing advisers with access to both affiliated and third-party investment solutions.

Mary Grigsby is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has six years of industry experience. Her prior experience includes roles at Frost Investment Services, UBS Financial Services, Janus Management Holdings, and Charles Schwab. She serves as a board member and assistant treasurer for the executive committee of the Midland Children’s Rehabilitation Center. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through a large advisor network and various advisory programs.

Lunda Mwansa is a financial advisor with Wells Fargo Clearing in Midland, TX, holding Series 63 and Series 66 designations and 7 years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kevin Foreman is a financial advisor with Raymond James Financial in Midland, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2002 and operates his own business, Foreman Financial, since 2017. Additionally, Foreman is a partner in KM Energy, LLC, which invests in oil and gas working interests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs advanced analytical tools to support client goals while maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Philip Beal is a financial advisor at RBC Capital Markets with a Series 66 designation and five years of industry experience. He has been with RBC since 2020 and previously worked at Blonkvist Investment Group. Beal serves on the board of directors for The Beal Foundation, a charitable giving organization, and is the owner and managing member of Powder Blue Ventures LLC, a small private company. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment managers and a range of investment options.

Angelia Wilson is a financial advisor at Edward Jones in Midland, TX, holding a Series 66 designation with three years of industry experience. She previously worked at Dawson Geophysical Company for 16 years before joining Edward Jones in 2022. 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 advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Trenton Green is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at RBC Capital Markets in Midland, TX, with 10 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, Green is involved in fitness and nutrition coaching through his ownership of Tall City Physique Management and has worked as an independent contractor for Milagro Collective, LLC, a rug and textile sales business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.