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.

Matthew Carr is a financial advisor with Ameriprise in Lubbock, TX, holding Series 63 and Series 65 designations and having 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, employing a collaborative and non-discretionary approach with clients and advisors.

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.

Madison Wentland is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2025, Madison held roles at B. Riley Wealth Advisors, Cetera / Pennington Bass & Associates, and National Financial Services / West Texas Investments, among others. Outside of advisory work, Madison owns a custom home building business and a farm, and is a representative for a direct sales company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brenna Weems is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Cetera Advisor Networks and Pinnacle Financial Group. Outside of advising, she assists with bookkeeping and administrative tasks for Back Window Welding Inc., a business owned by her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutions. The firm uses tailored, non-discretionary planning and risk profiling tools and supports advisory programs and institutional consulting across a large advisor network.

Grant Gabriel is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Lubbock, TX since 2018. Prior to joining Edward Jones, he was affiliated with Baylor University from 2015 to 2019. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Jason Seefeld is a CFP® professional with seven years of industry experience, currently advising at Ameriprise in Lubbock, TX. His prior experience includes roles at Avantax Insurance Agency, Avantax Investment Services, Hilltop Securities Independent Network, and Golden Circle Financial Group. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that combines written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Martin Miller is a financial advisor at Raymond James Financial with Series 63 and Series 66 credentials and 27 years of industry experience. He has served as a coach and advisor at Raymond James Financial Services Advisors Inc. since 2013. Outside of finance, Miller is the owner and proprietor of Martin Miller PGA Professional, where he teaches individual and group golf lessons. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jim Gabriel Jr. is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience, all with Edward Jones since 1992. Outside of his advisory work, he serves as a trustee for a firearms trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Austin Holcomb is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in wealth management in 2018 and joined Merrill in 2022. Austin specializes in helping families and business owners make confident, long-term financial decisions grounded in clarity and stewardship. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. He employs a data-driven approach shaped by years of hands-on experience and advanced training, enabling him to guide clients through complex planning needs with an analytical and personalized framework. Austin earned a bachelor's degree in economics from Texas Tech University in 2016. He holds the Accredited Wealth Management Advisor (AWMA) designation awarded by the College for Financial Planning Institutes Corporation, as well as the Personal Investment Advisor (PIA) designation. He operates within an approach driven by a sense of purpose, integrity, and service. Austin lives in Lubbock, Texas, with his wife Savannah and their children. He is an active member of Redeemer Church and participates in his local community. His personal interests include football, golfing, music, spending time with his family, and writing.

Ethan Fulton is a Series 66-licensed financial advisor at Edward Jones with six years of prior experience at AgTexas Farm Credit Service and five years at Lubbock Christian University. He has been with Edward Jones since 2025. 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 affiliated services, managing approximately $1.01 trillion in assets through a network of over 23,700 advisors and 15,000 branch offices nationwide.

Larry Bradley is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1986 and served as the Senior Resident Director of the Lubbock, Texas office from 2011 to 2022. Larry is a qualified Portfolio Manager who helps clients develop personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages these strategies on a discretionary basis for clients through the Firm's Investment Advisory Program. Larry holds a Bachelor of Business Administration in Finance from Texas Tech University and has earned the Certified Investment Management Analyst® designation. Throughout his career, he has focused on areas such as college education planning, family wealth management strategies, philanthropic planning, retirement income, and socially responsible investing. Larry is active in the Lubbock community and has participated in various charitable organizations including the Boy Scouts of America South Plains Council, the Children's Home of Lubbock Foundation, and the Fellowship of Christian Athletes Executive Board. He has also served on boards for the American Diabetes Association, University Medical Center Forum, and the Children's Orthopaedic Clinic at UMC. Larry is a graduate of the Chamber of Commerce Leadership Lubbock program and resides in Lubbock, Texas.

Meghan Lee is a financial advisor with Mass Mutual Investors Services in Lubbock, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. Her career includes roles at MassMutual Life Insurance Co, Vista Bank, J.P. Morgan Securities LLC, and Wells Fargo. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning and estate-settlement programs.

Leland Brockman is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is president and owner of Rolling Plains Investments LLC. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Paul Gaschen is a ChFC®-designated financial advisor at LPL Financial with 34 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Gaschen, Berlingeri & Associates, Cetera Advisors LLC, and Gaschen, Johnston & Associates, LLC. He has involvement in several advisory-related business activities, including ITLW Advisors, LLC, and a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of customizable strategies.