Paulina Perez is a financial advisor with Wells Fargo Clearing in Midland, TX. She holds Series 65 and Series 63 registrations and has three years of industry experience. Prior to her current role, she has worked at Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing roughly $671 billion in assets with over 14,000 advisors.

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.

Kevin Blonkvist is a financial advisor with RBC Capital Markets in Midland, TX, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and was previously at City National Bank from 2019 to 2025. Outside of his advisory role, he serves as an elder at First Presbyterian Church in Midland, where he oversees the church budget. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Stephen Wilson is a CFP® with 43 years of industry experience, currently serving at Raymond James Financial in Odessa, TX. He has worked at Raymond James since 2009 and previously spent 11 years at Citigroup Global Markets. Outside of his advisory role, he is a committee member on the University of Texas Permian Basin Business Advisory Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting utilizing advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Sherry Snodgrass is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and nine years of industry experience. Prior to joining Raymond James, she worked for the Investment Corporation of America for 26 years. She serves as Treasurer and Secretary for Community Wealth Advisors, a support company focused on administrative duties. 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 institutions. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to assist clients in achieving their financial goals.

Hilton Bloodworth is a CFP® and Series 66-registered financial advisor with UBS Financial Services in Midland, TX. He has 10 years of industry experience and has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides clients with proprietary research and a broad range of capital markets solutions.

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.

Shay Hammontree is a CFP® with 22 years of industry experience, currently affiliated with Wells Fargo Advisors in Odessa, TX. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, Hammontree serves as treasurer for the Encore LHS Alumni Chorale and the Texas Tech University Health Science Center advisory council. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.

Edward Guerrero is a Series 66 licensed financial advisor with Edward Jones in Odessa, TX, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked for Ector County from 2012 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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.