Colin Cohen is a financial advisor with LPL Financial in Waco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2023 and concurrently maintains roles at Spc and Sigma Financial Corporation since 2013. Outside of his advisory work, Cohen coaches at Vanguard College Preparatory School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research, third-party subadvisors, and advanced technologies.

James Myatt is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member and meeting treasurer for the WISD Education Foundation and is involved in a family farming business as an owner managing partner. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

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.

John Bible Jr. is a financial advisor with Bible & Sovereign Partners Financial Services in Waco, TX, holding a Series 66 designation and 19 years of industry experience. He founded Bible & Sovereign Partners LLC in 2018 and has prior experience at firms including Empereon Constar, General Dynamics, and New York Life. Outside of his financial advisory work, he serves as an associate minister at Waco Sovereign Grace Baptist Church. Bible & Sovereign Partners Financial Services operates as an independent firm focused on providing financial services through a single-advisor model.