Bill Franks is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an executor for family estate matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Keri Vaught is a CFP®-certified financial advisor with seven years of industry experience, currently associated with Cetera. Her prior roles include positions at Raymond James Financial Services and Avantax, among others. She serves as a board member for High Sky Children's Ranch, a nonprofit organization supporting foster children. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and more than $256 billion in assets under management.

Abigail Swinney is a Series 66-licensed financial advisor with Edward Jones in Odessa, TX, where she has worked since 2015. She has two years of industry experience. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products under a fiduciary standard.

Abel Navarrete III is a financial advisor at Edward Jones in Odessa, TX. He holds a Series 66 designation and has recently entered the industry, accumulating one year of experience. His prior roles include positions at Corient, Gregory & Associates, and Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Carolina Marquez is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in financial services. Since joining Merrill in 2019, she has guided a diverse client base including business owners, educators, and individuals in the oil and gas sector, such as executives, geologists, and oil field workers. Bilingual in English and Spanish, Carolina provides strategic wealth management services focused on investment management, wealth structuring, trust, and estate planning, with particular attention to serving the Hispanic community. Carolina’s professional background includes tenures as a financial advisor with Edward Jones and CUNA Brokerage Services, where she addressed a broad spectrum of client needs. She holds a bachelor’s degree in Business from the University of Texas of the Permian Basin and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She utilizes a comprehensive range of retirement planning tools to assist clients with retirement readiness, including 401(k) rollovers and income planning strategies for those nearing retirement. Outside of her professional responsibilities, Carolina is actively involved in her community. She serves as a board member for the House of the Sycamore Tree and as Vice-President for the Permian Tennis Booster Club. Carolina resides in Odessa with her husband and three children. Her personal interests include camping, gardening, and reading.

Francisco Escalera is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at Bank of America, Merrill Lynch, BB&T, and Wells Fargo Bank NA. Outside of his advisory work, he serves as CFO of Little Ladders Christian Center, a religious school in Midland, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Todd Cox is a financial advisor with Raymond James Financial in Midland, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at AXA Advisors for five years before joining Raymond James in 2019. Outside of his advisory role, Cox is involved as a partner in RT Crude LP and serves as a financial representative for Permian Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary consulting tailored to client goals and supports municipal and public finance through its unique affiliations and targeted advisory programs.

Jose Torres is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 26 years of industry experience. His work history includes roles at Avantax Investment Services, Haynie & Company, and his own firm, Joe L. Torres, P.C. He has additional involvement with XMJ Realty, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and services, supported by a nationwide network of over 10,000 advisors and managing over $256 billion in assets.

Joe Moya is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee for various investment-related entities and is involved in managing a leasing S corporation for commercial real estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth criteria, utilizing proprietary research and planning tools to deliver customized recommendations.

Aaron Payan is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Charles Schwab & Co., Inc., where he has worked since 2022, following prior roles at Wells Fargo Clearing, Merrill, and JP Morgan Securities. Charles Schwab & Co., Inc. 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 advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset investment models.

Norman Ratliff is a financial advisor with Raymond James Financial in Midland, TX, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His work history includes over two decades at Raymond James Financial Services and nine years at Van Pearcy Financial Services LP. 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 institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Marcus Lopez is a financial advisor with Edward Jones in Midland, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Mattie King is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015, with a brief period of unemployment from 2020 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm utilizes both in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

Dalton Shotwell is a Series 66 licensed financial advisor with Edward Jones in Odessa, TX, and has six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Ener Serv Inc, UTPB College, and Best Buy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

Justin Dockrey is a financial advisor with MassMutual Investors Services in Midland, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2006. Outside of his advisory role, he serves as treasurer of the Midland A&M Club and is a finance committee member at First Baptist Church Midland. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative financial planning engagements using firm-approved tools and also provides educational seminars and specialized planning services.

Zahir Noormohamed is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has worked with Avantax affiliated firms for 13 years prior to joining Cetera. Outside of his advisory role, he serves as a board member of the nonprofit Senior Link and operates a tax preparation and accounting practice. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Paulina Perez is a financial advisor with Wells Fargo Clearing in Midland, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has also worked with Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports both brokerage and advisory solutions.

Christopher Perkins is a financial advisor with J.P. Morgan Securities in San Marcos, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Infinex Investments, BancorpSouth, and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Arrick is a financial advisor with Raymond James Financial, holding a Series 66 credential and 21 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at Van Pearcy Financial and Van Pearcy Wealth Services Team. Outside of his advisory role, he is the owner of Arristone, LLC, which invests in oil and gas mineral interests, and serves as president and board member of the Odessa Country Club’s finance and investment committee. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored consulting using advanced analytical tools and supports client implementation through various advisory programs and affiliated networks.

Kenneth Dresel is a financial advisor with Morgan Stanley in Midland, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is an independent contractor delivering newspapers for the Midland Reporter-Telegram. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both individual and employer-sponsored financial planning services.