Brad James is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including educational and media-related businesses such as Lighthouse College Tutoring and Decided Excellence Catholic Media. James also has experience in real estate and mortgage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by both proprietary and third-party strategies.

Christopher Lambert is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns the West Texas Beard Company, a beard oil and balm business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Casey Doyle is a financial advisor with Edward Jones in Lubbock, TX. He holds the Series 66 designation and has one year of industry experience. Prior to his financial career, he served in the United States Marine Corps for 21 years. 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 investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Amy Rudd is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2015. Outside of her advisory role, she has ownership interests in several real estate entities without active management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Arthur Natividad is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012, currently serving at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques, serving clients through advisory services without providing individual security recommendations as part of standalone plans.

Suzanne Blake is a financial advisor with Raymond James Financial, holding a Series 66 credential and 24 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2009 and previously operated Blake Cooper Financial Strategies for 11 years. Blake serves as a board member for Grayce Enhanced Hospice Care and a local bank, indicating involvement in community organizations. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advanced analytical tools to assist clients in decision-making.

Karl Mc Donald is a financial advisor at Edward Jones with four years of industry experience. He previously worked at Heartland Financial for three years and spent thirteen years at John Deere & Co. Outside of his advisory role, he owns and operates Meraki Meadows, a farm in Tahoka, TX, and works as an independent travel agent planning Disney vacations through MickeyTravels. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions supported by a large national network of advisors and branch offices.

Lindsay Cooper is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been associated with Blake-Cooper Financial Strategies since 2009 and also serves as Vice President of a support company related to that business. Cooper is involved with a real estate entity that holds properties for Blake-Cooper Financial Strategies and leases additional spaces. 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 offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports various advisory programs and institutional portfolio management.

Katelyn Burns is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, she worked at Tradehome Shoes and River Crossing Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Lynetta Fenter is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. She has worked at Edward Jones since 2017 and previously was employed by Shallowater Independent School District for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Barry Malone is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. He previously worked with LEVEL FOUR ADVISORY SERVICES, LLC and Osaic FS, Inc. Malone also holds a background in non-variable insurance and assists with tax preparation services at Mason Warner CPA's Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a diverse range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Camille Northcutt is a Series 66-licensed financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 2012. 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 model-based and discretionary investment strategies supported by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darren James is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory work, he is the owner and bookkeeper of a plumbing business in Lubbock, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technological tools to support its network of over 22,800 advisors.

William Smiley is a financial advisor at Ameriprise with 33 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Smiley serves on the Board of Directors for The Reserve HOA in Lewisville, TX. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement-income planning.

Jeff Carlile is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Raymond James Financial Services, Happy State Bank, PNC Managed Account Solutions, St Johns Wealth Management, BBVA Compass Investment Solutions, Cetera Investment Services, and Morgan Stanley. He is the owner and president of Carlile Investment Services, an independent support company. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Heather Haynes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Avantax Advisory Services and Avantax Investment Services, INC., and maintains a role at Wymer Brownlee, where she assists financial advisors with investment and tax-related paperwork. Outside of her advisory work, she is involved with Wymer Brownlee Wealth Strategies Investment Division. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of program structures and custodial relationships.

Alexander Hale is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 66 designation and four years of industry experience. His background includes roles at Antioch Wealth Management and KCBD-TV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Laurie Truelove is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Lubbock, TX, with 10 years of industry experience. She has worked with Thrivent Financial and its investment management division since 2016. Outside of her advisory role, she has served as past president of the Texas Women in Business - Lubbock Chapter and is a board member of The Inside Out Foundation, a nonprofit supporting individuals undergoing cancer treatment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Rodney Fallin is a financial advisor with Morgan Stanley in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, Fallin is involved in agricultural business development and serves as trustee for multiple investment-related trusts. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning and utilizing firm-approved tools and research to support client outcomes.

Katherine Moeller is a financial advisor with Edward Jones in Lubbock, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a partner in Kmoe LLC, a real estate business based in Lubbock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.