Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with two years of experience in the industry. He holds a Series 65 designation and has prior work experience at Willis Knighton Health System and Trustlaw Associates, where he has been involved in trust, estate planning, and elderlaw for over two decades. Outside of advising, he is engaged in ranching and other non-securities-related business ventures. Safe Future Wealth Partners serves individual clients by providing ongoing portfolio management and financial planning, often referring clients to third-party advisers for discretionary management. The firm uses investment policy statements and relies on recommended outside managers to implement and monitor client portfolios.

Jamael Harris is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2002. Outside of his advisory role, he owns a masculine leadership coaching business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Holly Wasson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in education at various school districts and Texas A&M Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Rebekah Neiman is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to her current role, she worked at Kimberly Neiman, DDS for six years. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including serving as an advisor to multiple registered investment companies and delivering model portfolios to intermediary platforms.

Tod Byrd is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has been with LPL Financial and its predecessor firm since 2003, following a brief tenure at A. G. Edwards & Sons, Inc. Byrd also operates Byrd Investment Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Roberts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Nestle Waters North America for eight years. He is also the president of the Rains ISD Education Foundation in Emory, Texas, a role he holds without financial responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Paul Kelley is a financial advisor with Cambridge Investment Research Advisors. He holds Series 65 and Series 66 designations and has 23 years of industry experience. His prior work includes roles at Fortune Financial Services Inc., Allstate Insurance Co., and ownership of Friendly Insurance Agency, Inc., where he remains active as president. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options with multiple custody arrangements and incorporates proprietary and third-party strategies.

Luke Kendrick is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Parkway Wealth Management Group, Higginbotham, State Farm, and Texas A&M. Outside of his advisory role, he is a co-owner of DCI Aviation LLC, an airplane rental business currently inactive and held as a liability shelter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

John Pegues is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Hilltop Securities Inc., Investment Centers of America, and Mineola Community Bank. Outside of financial advising, he is involved in insurance sales through Hefner Insurance Agency, operates an income tax service, serves as an escrow agent for Golden Administration Services LLC, and participates in the Knights of Columbus charitable organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting strategies implemented by investment adviser representatives through discretionary and non-discretionary mandates.

Cassie Perry is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and American National Bank of Texas. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Janette Neal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at Merrill for 28 years before joining Wells Fargo in 2021. Outside of her advisory role, she receives royalties from mineral rights ownership in Oklahoma City. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Phil Harris is a financial advisor at Stifel with 31 years of industry experience. He has held his current position at Stifel Nicolaus since 2013 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group and includes fee-based financial planning and recommendations of third-party advisers.

David Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He is the owner of David Wilson CPA Ltd, a CPA firm providing accounting, tax planning, and corporate financial consulting services, and serves as board member and treasurer for St Andre House, an organization offering housing for mentally disabled adults. He has also been involved with Trinity Wealth Management, LLC since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad suite of non-advisory financial services.