J Grice is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Chance Rocha is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2017. Prior to joining Edward Jones, Rocha worked at Sheridan Production Company and operated C.R. Photoworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Martin Cumbie is a CFP® with five years of industry experience, currently serving at Raymond James Financial Services Advisors in Lubbock, TX. His background includes roles at Texas Tech University and William Jewell College, and he owns Cumbie Financial, a support company under which he operates as an Investment Advisor Representative. Cumbie also works as an agent selling non-variable life insurance. Raymond James Financial Services Advisors provides a range of financial planning and advisory services to individual, institutional, and corporate clients. The firm offers non-discretionary investment consulting tailored to client goals using analytical tools and supports a large advisor network with specialized municipal and retirement plan advisory programs.

Elaine Mcnair is a CFP® with 27 years of industry experience, currently serving as a financial advisor with LPL Financial. Her prior roles include positions at Avantax Investment Services, Fillingim, Gardiner, Green & Mcnair, and 1st Global Advisors, as well as operating her own CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Felicia Brightbill is a financial advisor with Raymond James Financial in Lubbock, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with Edward Jones for nine years and has been affiliated with Raymond James Financial Advisors and Prosperity Bank since 2019. Brightbill also serves as Vice President of Prosperity Private Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains a municipal advisor affiliation uncommon in large institutional firms.

Joseph Llanas is a financial advisor with Raymond James Financial in Lubbock, TX, holding a Series 66 designation and bringing 18 years of industry experience. He has been associated with City Bank Wealth Management and Raymond James Financial Services Advisors since 2013. Llanas also networks with bankers at City Bank to gain client referrals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning that aligns with client goals and offers specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

Christopher Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lubbock, TX, holding Series 65 and Series 63 licenses and 8 years of industry experience. His prior roles include positions at Kovitz Securities, Kovitz Investment Group Partners, and AFAM Capital, and he has been associated with Raymond James since 2021. Outside of his advisory work, he has been involved with Grady Henly Decorators since 2021 and had a brief affiliation with Goodline Brewery in 2023. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client goals, while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Shirey is a financial advisor at Edward Jones in Lubbock, TX, with 21 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. Outside of advising, Shirey serves as president of Shirey Family Farms LLC, a farming operation in Earth, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Nathaniel Castro is a financial advisor at Edward Jones in Lubbock, TX, holding a Series 66 credential with one year of industry experience. Prior to his current role, he has held various positions including instructor roles in sports-related activities and has been involved in providing golf services during charity tournaments. Outside of advisory work, he offers baseball instruction to youth athletes on a flexible schedule. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Randall Reeves is a financial advisor with Edward Jones in Lubbock, TX, holding ChFC® and multiple securities licenses, with 37 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Jane De La Rosa is a financial advisor at Edward Jones with four years of industry experience. She previously worked at Goldman Sachs and has a background that includes roles outside finance, such as at Cowboy Bail Bonds and Texas Tech University. Jane holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory and investment solutions, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Jennifer Dever is a CFP® and holds a Series 63 license, with 22 years of industry experience. She is currently with Cetera and has been associated with Pennington, Bass & Associates since 2011. Dever serves as a voting member of the UMC Foundation Board, a local hospital foundation, and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of independent advisors. The firm offers a range of portfolio management and consulting services using multi-manager platforms and various program structures.

Gary Green is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. He is also involved with DGDB Inc. beyond his advisory roles. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

John Bullock Jr. is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Wells Fargo Clearing, Raymond James Financial Services, Prosperity Bank, Scottrade, Nationwide Investment Advisors, MissionSquare Retirement, USAA Financial Planning Services, Ameritrade Advisory Services, and E*TRADE Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Samuel Law is a financial advisor with Cambridge Investment Research Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cambridge Investment Research since 2012. Law is also the owner of SAM LAW LLC, an independent advisory business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management approaches and proprietary model strategies.

Cody Helepiko is a financial advisor at Morgan Stanley in Lubbock, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Sunrun, E*Trade Securities, Amazon, and Proctor & Gamble. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through its Financial Advisors and Estate Planning Strategies Group.

Stacy Wenzel is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill Lynch since 2014. Merrill, along 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, and institutional investors.

John Beach is a financial advisor with LPL Financial in Lubbock, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Raymond James Financial Services and Morgan Stanley. Outside of his advisory work, he is involved with JKJ Anthony LLC, a business entity used for tax and investment purposes. 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 and brokerage services, including financial planning, model portfolio programs, access to third-party asset managers, and institutional platforms, supported by advanced operational and research tools.

Brandon Olsen is a financial advisor with Equitable Advisors in Lubbock, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he held various roles including positions in education and business. He is involved with Ashar Group, LLC, a company engaged in the sale of traditional life settlements. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and proprietary investment tools.

Sherman Norton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Norton is involved in several oil and gas ventures and provides consulting services related to family issues and elder care through a partnership in Lubbock, Texas. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad array of investment options, including insurance-related vehicles and bank deposit sweep programs.