Tyler Thomas is a Series 66-licensed financial advisor with Edward Jones in Nocona, TX, where he has worked since 2007, totaling 19 years in the industry. Outside of his advisory role, he is involved in managing agricultural and land-related ventures, including raising and selling cattle and participating in property partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets supported by a large national network of advisors and branch offices.

David Doughty is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS since 2011. Outside of advisory work, he is involved in the oil and gas sector as a partner and proprietor in exploration and production businesses and serves as an executor for his mother's estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing tailored financial planning based on proprietary research and capital market assumptions.

Jennifer Eller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. Prior to this position, she served as a Benefits Relationship Manager from 2023 to 2024, a Workplace Planning Consultant I from 2022 to 2023, and a Workplace Planning Associate from 2021 to 2022, all within Fidelity Investments. Additionally, she was a Licensed Insurance Agent at New York Life Insurance Company in 2021. Her professional experience spans various facets of benefits and workplace financial planning, focusing on integrating workplace benefits into comprehensive financial plans. Jennifer aims to establish long-term client relationships based on trust, transparency, and open communication to develop customized financial strategies that align with her clients' unique needs and goals.