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.