Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc. holding a Series 66 license and 13 years of industry experience. She has worked at several related firms, including Calton & Associates and Dominion Investor Services. Outside of her advisory role, Jason is a CPA and is involved in accounting, tax preparation, and real estate services, as well as serving on the board of a local youth sports organization. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm uses a range of analytical techniques and tailors investment advice to client goals, operating as a fiduciary for retirement rollovers while allowing for investment restrictions and household account aggregation.

Kerri Russ is a financial advisor at Bellingham Capital with 11 years of industry experience. She holds a Series 65 designation and has been with Bellingham Capital Management, Inc. since 2016. Bellingham Capital provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm emphasizes a long-term, strategic asset allocation approach through proprietary model portfolios and employs fundamental and technical analysis for portfolio management.

William Hester is a financial advisor at Dominion Portfolio Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Calton & Associates, Inc., Dominion Investor Services, Inc., and Summit Brokerage Services. Outside of his advisory role, he is involved in accounting and tax services through Hester & Company, PC and operates a ranching business. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary investment management with a focus on long-term trading and periodic rebalancing, tailoring strategies based on clients’ goals, time horizons, and risk tolerance.

Bruce Sutherland is a CFP® with 15 years of industry experience. He is currently with American Elite Advisory and has previously worked at MMWKM Advisors, LLC. American Elite Advisory provides discretionary portfolio management and account supervisory services to individual and high-net-worth investors. The firm combines a fundamental value-oriented approach with technical and quantitative strategies, offering customized portfolios that include the use of options and active techniques.

Blake Fowler is a financial advisor at Kingswood Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Kingswood, he worked at San Blas Securities, LLC and New York Life Insurance Company. Outside of his advisory role, he serves as a city councilman in Canton, TX, and is a board member of the local Chamber of Commerce. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform and integrating insurance-linked account management in its operational model.

Hunter Greene is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BBVA Compass. Greene holds the Series 66 designation. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors.

Jesse Carranza is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including USAA Investment Management Co, Quasar Distributors LLC, Smith Asset Management Group LP, Morgan Stanley, and Citigroup Global Markets. Carranza is based in Canton, TX. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Allison Dean is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education and nonprofit roles, including positions with the Canton Independent School District, Queen Creek Unified School District, and Oklahoma Baptist Homes for Children. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of advisors and offices.

William Helvey is a financial advisor at Edward Jones in Canton, TX, holding a Series 66 designation with 11 years of industry experience. Before joining Edward Jones in 2019, he worked for Direct RehabMed for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Thomas Healey is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at several firms, including TD Ameritrade and Vasso & Associates, a branch of Ameriprise Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.

Rickey Dean is a financial advisor at Raymond James & Associates with 43 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 22 years. Outside of his advisory work, he receives income from oil and gas production royalties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and provides municipal advisory services alongside market-making in municipal and government bonds.

Austin Thompson is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at TD Ameritrade and has a diverse background including roles at Sunrun and Marcos Pizza. Outside of finance, Thompson promotes products as a commission-based TikTok shop creator. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its integrated structure, scale, and multi-asset investment strategies supported by in-house research.

Cloise Hendley is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at Edward Jones for 11 years before joining LPL Financial in 2024. In addition to his advisory role, he is involved in managing a farm. 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 provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.