Nicholas Mitchell is a CFP® professional with 12 years of industry experience, currently serving at HBW Advisory Services LLC. His prior work includes roles at Cetera Advisor Networks LLC and HBW Securities LLC. He is also a passive owner of Daycation Senior Activity Center, an adult day center for the elderly. HBW Advisory Services manages approximately $1.75 billion in client assets, providing a range of financial planning, asset management, and consulting services to individuals, families, businesses, and institutional clients. The firm employs a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, and it is notable for its high client load per advisor and its institutional and intermediary service roles.

Gregory Hendrix is a financial advisor with Edward Jones in Pauls Valley, OK, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, he is involved in raising cattle and hogs on his farm in Garvin County, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Jasen Agee is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Agee is involved in an art gallery event center in Pauls Valley, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and manages approximately $1.01 trillion in assets.