John Souther is the principal advisor at Souther Capital Management L.L.C. in Wichita Falls, TX, with 12 years of industry experience. He holds a Series 65 designation and has held executive and board roles outside of his advisory practice, including serving as Executive Director of Digital Strategy at Carrier Corporation and as a Director on the Board and Audit Committee of International Battery Metals. Souther Capital Management advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm’s investment process is based on an Investment Policy Statement tailored to client goals and employs various strategies, including long and short trading, margin, and option strategies.

Gary Silverman is a CFP® with 13 years of industry experience and has been with Personal Money Planning, LLC since 1995. He holds a Series 63 license and is based in Wichita Falls, TX. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm provides fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with tactical hedging strategies informed by third-party econometric analysis.

Michelle Kuehner is a financial advisor at Personal Money Planning, LLC with 11 years of industry experience. She holds the Series 65 designation and has been with Personal Money Planning since 2005. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm offers fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with a growth model that can be hedged using options strategies and short-term fixed-income funds.

Gloria Bohannon is a financial advisor at Mercantile Investment Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mercantile Advisors I, LLC since 2012. Mercantile Investment Advisors offers investment management and advisory services to individuals, families, retirement accounts, trusts, foundations, and institutional clients. The firm manages discretionary portfolios using a range of securities and employs both fundamental and technical analysis to tailor portfolios to client needs.

Jessica Hatcher is a financial advisor at Mercantile Investment Advisors with a Series 65 designation and two years of industry experience. Prior to her current role, she worked at Herbert R. Smith & Company and held positions in construction and media companies. Mercantile Investment Advisors provides discretionary investment management to individuals, including high-net-worth households, and institutional clients. The firm uses a mix of fundamental and technical analysis to tailor portfolios across various account types, managing accounts on a discretionary basis with regular documented reviews.

Brittany Schultz is a financial advisor at Personal Money Planning, LLC with three years of industry experience. She holds a Series 65 designation and has been with Personal Money Planning since 2019. Prior to her advisory career, she was a homemaker and military spouse for six years. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm provides fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with options strategies and fixed-income funds, supported by third-party econometric analysis.

My Ton is a financial advisor at Intrua Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC. Outside of his advisory role, he is the owner and CEO of Scarliss, LLC, a cosmetic product company, and Aura Gold Labs, a cosmetic product formulation business. Intrua Financial provides investment advisory, portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and investment policy statements.

Jim Pulley is a financial advisor with Prosperity Wealth Management, Inc. in Wichita Falls, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Prosperity Wealth Management since 2018 and previously spent eight years at Questar Asset Management and Questar Capital Corporation. Outside of advising, he is an author of the book *Love, Loneliness, Abuse and Murder*. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews and a diversified investment approach that includes fundamental, technical, and cyclical analysis.

Brent Eaton is a financial advisor with First Command Advisory Services in Wichita Falls, TX, holding a Series 66 designation and six years of industry experience. He has worked within multiple affiliates of First Command since 2019. Outside of his advisory role, he serves as Pro-Staff for The Fallen Outdoors South Region, a nonprofit focused on supporting veterans and active-duty military through outdoor activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and manages model portfolios and third-party managers.

Tim Cornelius is a financial advisor with Mass Mutual Investors Services in Wichita Falls, TX, holding the CFP® and ChFC® designations and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked in various capacities with related firms including MetLife Securities and Metropolitan Life Insurance Company since 1994. He is also licensed as an insurance agent in individual life, health, group life, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing a structured, collaborative approach that emphasizes detailed client information and goal-based recommendations.

William Morton is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program.

Meredith Lovelace is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2019, following prior roles at Morgan Stanley, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of her advisory work, she is employed as a cashier at a local grocery store in Wichita Falls, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jenny Gray is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and J.P. Morgan Securities. 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 services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

Brian Stahler is a financial advisor with Wells Fargo Clearing in Wichita Falls, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Mitchell Bowles is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 registrations. His prior experience includes roles at Morgan Stanley and Merrill, spanning over two decades. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kenneth Worley is a CFP® with 26 years of experience in the financial services industry. He has worked at LPL Financial since 2010 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in managing a family limited partnership and operates a business providing Medicare Advantage and Medicare Supplement plans. 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, and institutional platforms.

Chad Hawkins is a financial advisor with J.P. Morgan Securities in Wichita Falls, TX, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mary Jo Lasater is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary advisory programs supported by a centralized due diligence and ESG eligibility process.

Charles Branch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. His prior work includes nearly two decades at Ameriprise and two years at NFP Advisor Services before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and management solutions incorporating model portfolios, third-party asset management, and institutional platforms.

Jonathan Brooks is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliated firms since 2014. Outside of his advisory role, he is involved with Brooks Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors.