Lisa Huggins is a financial advisor at Edward Jones in Woodway, TX, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, she manages a five-piece variety band and an acoustic duo based in Waco, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Richard High is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2026. Prior to joining LPL, he was associated with Parkland Securities and SPC, and he has operated High & Associates since 2000. High serves as a board member of the First National Bank of Central Texas and owns a fixed insurance services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a broad range of financial planning and asset management solutions.

Colin Cohen is a financial advisor with LPL Financial in Waco, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes roles at Ameriprise, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of his advisory role, Cohen coaches at Vanguard College Preparatory School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement participants, and institutions. The firm supports a broad range of investment strategies and platforms, complemented by extensive non-advisory financial services and oversight of over $819 billion in discretionary assets.

James Myatt is a financial advisor at Stifel with 45 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member and meeting treasurer for the WISD Education Foundation and is involved in a family farming business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which provides forward-looking analyses and asset allocation guidance.

Benjamin Barnett is a financial advisor with Cambridge Investment Research Advisors in Waco, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Merrill, and Northwestern Mutual. He also has experience associated with Baylor University and has taken time for extended travel. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning and investment management through a network of independent professionals, employing various portfolio management approaches and maintaining both proprietary and unaffiliated model strategies.