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 with LPL Financial in Lubbock, TX, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, Madison worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Cetera / Pennington Bass & Associates. Outside of advising, Madison owns businesses in custom home building and farming and is a representative for a direct sales company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management options.

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 financial advisor with LPL Financial in Lubbock, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Cadaret, Grant & Co., Inc., Gaschen, Berlingeri & Associates, Cetera Advisors LLC, and Gaschen, Johnston & Associates, LLC. He is also involved in several related business activities, including ITLW Advisors, LLC and Gaschen, Berlingeri & Casebolt, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and diversified investment strategies.

Emily Knight is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Dillard's for ten years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

David Belding is a financial advisor with Ameriprise in Lubbock, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Momentum Independent Network and First Bank & Trust. He also has an active role at Golden Circle Financial Group, LLC, where he assists with client planning, annual reviews, and insurance needs. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Jon Finney is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James in 2025, he worked at PlainsCapital Bank for six years and held roles at Reagor Dykes Auto Group and First Financial Trust & Asset Management. In addition to his advisory role, he is an associate at Blake | Cooper Financial Strategies Inc., where he supports client acquisition and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and advisory programs, utilizing risk profiling and analytical modeling tools, and maintains specialized services including municipal and public finance advisory work.

Chase Gabriel is a Series 66 licensed financial advisor with five years of experience, currently with Edward Jones in Lubbock, TX. His background includes roles at Edward Jones and Waterway Wealth Management, as well as teaching positions at Baylor University and Trinity Christian School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Garret Day is a financial advisor with Edward Jones in Lubbock, Texas, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he worked at City Bank for two years and spent six years at Texas Tech University. Outside of his advisory role, he rents out rooms in his home. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and services under a fiduciary standard.

Charles Hill is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he spent 13 years with Alamo, Dynamic/Food Management Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Natali Flores is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She has worked at Merrill since 2005 and at Bank of America, N.A. since 2024. Flores serves as a board member for Lubbock Open Door, a nonprofit charitable organization. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.