John Funk is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2011 to 2016. He is also a school board member for the Lubbock Cooper Independent School District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Miller is a financial advisor with Merrill in Lubbock, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Merrill since 2003 and Bank of America since 2009. Outside of his advisory role, he is involved in a family business where he teaches and coaches youth baseball pitching. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, incorporating strategic and tactical asset allocation and tax-aware options.

Trent Cuellar is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. He serves on the boards of directors for the Children's Home Foundation and the Texas Girls and Boys Ranch Foundation, overseeing their investment portfolios. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

James Reynolds is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He is based in Lubbock, TX, and holds Series 63 and Series 66 licenses. Reynolds is a board member of the Lubbock Children's Health Clinic. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Varoff is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lubbock, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Varoff volunteers with the South Plain Storm Spotting Team, serving as a treasurer and assisting with severe weather response efforts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ted Monroe is a CFP® with 40 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. and Assist Financial Services, a firm he owns. Monroe serves as president of Lubbock Victims Assistance Services, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services utilizing asset-allocation tools, risk assessments, and access to third-party managers across various investment vehicles.

Thanapoom Boonipat is a Series 65-licensed financial advisor with Boonipat Advisory LLC in Lubbock, TX, bringing one year of industry experience. Prior to founding his advisory firm, he worked in the healthcare sector at Chang Gung Memorial Hospital and Mayo Clinic, and also spent time at Dartmouth Medical School. Boonipat Advisory LLC is an independent firm serving individual clients.