Gary Green is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. He is also involved with DGDB Inc. beyond his advisory roles. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

John Bullock Jr. is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Wells Fargo Clearing, Raymond James Financial Services, Prosperity Bank, Scottrade, Nationwide Investment Advisors, MissionSquare Retirement, USAA Financial Planning Services, Ameritrade Advisory Services, and E*TRADE Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Samuel Law is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Cambridge since 2012 and owns SAM LAW LLC in Lubbock, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, using a range of portfolio management strategies and multiple custody and platform arrangements.

Cody Helepiko is a financial advisor with Morgan Stanley in Lubbock, TX, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work experience includes roles at Sunrun, E*Trade Securities, Amazon, and Proctor & Gamble. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved planning tools and serving approximately $2.74 trillion in client assets.

Stacy Wenzel is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill Lynch since 2014. Merrill, along 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, and institutional investors.

Brandon Olsen is a financial advisor with Equitable Advisors in Lubbock, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he held various roles including positions in education and business. He is involved with Ashar Group, LLC, a company engaged in the sale of traditional life settlements. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and proprietary investment tools.

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.

Tiffany Heatwole is a financial advisor with Edward Jones in Lubbock, TX, holding a Series 66 designation and entering her first year in the industry. Prior to joining Edward Jones, she has experience at Capital Farm Credit, Region 17 Education Service Center, and Bolinger, Segars, Gilbert & Moss. 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 variety of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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.

Kelle Turner is a financial advisor with Morgan Stanley in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009, as well as prior positions at Citigroup Global Markets, Morgan Stanley & Co. LLC, Morgan Stanley Dw Inc., and Prudential Equity Group. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, utilizing firm-approved tools and methodologies to support tailored planning strategies.

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 Wood Jr. is a financial advisor at Edward Jones in Lubbock, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Wood is involved in sports broadcasting as a radio and TV host covering various sporting events. 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 investment strategies and affiliated products through a large nationwide network of financial advisors and branch offices.

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.

Jason Newsom is a financial advisor with Primerica Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2015 and has been involved with the University Health Science Center for over 10 years. Outside of finance, he owns Diamond Football Academy. Primerica Advisors provides a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies managed by unaffiliated asset managers.

Brock Barnes is a financial advisor with LPL Financial in Lubbock, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2006 and previously spent time with Cetera Advisors LLC and IFG Advisory Services Inc. Outside of his advisory role, he is involved in executive coaching and leadership training through Brock Barnes Performance Training. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and third-party asset management, backed by a broad platform that integrates advisory and non-advisory financial activities.

Tyler Caswell is a financial advisor at Morgan Stanley in Lubbock, TX, holding a Series 66 designation. He has two years of experience at Morgan Stanley and one year with Morgan Stanley Private Bank, N.A. Prior to his financial career, he spent several years in full-time education and had a brief role at Dawson Forensic Group. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a range of investment advisory programs supported by structured processes and advanced modeling tools.

James Combest is a financial advisor with Morgan Stanley in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Matthew Corkery is a financial advisor with Morgan Stanley in Lubbock, TX, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and 2018, respectively. Outside of his advisory work, he provides private basketball lessons as a sole proprietor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Beth Staley is a financial advisor with Raymond James Financial in Lubbock, TX, holding a Series 63 designation and 37 years of industry experience. She has been with Raymond James Financial and affiliated entities since 2009. Outside of her advisory role, she manages BSTALEY LLC, a support company. 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 and consulting using analytical tools and supports client implementation through its advisory programs and partnerships.