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.

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.

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.

Guy Duke is a financial advisor with Edward Jones in Burkburnett, TX, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Edward Jones since 2003. Duke serves as a voting board member of the Burkburnett Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

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.

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.

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.

Brady Moore is a financial advisor at Edward Jones in Wichita Falls, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Courtney Forsythe is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Forsythe worked for 15 years at Darrel Walker State Farm and has also been involved with Defining Moments Dance Studio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Aimi Eastman is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc., Doordash, The Jacksboro National Bank, and AT&T Wireless. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Shelby Womack is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Shelby worked at Rough Creek Lodge. Outside of advisory work, Shelby is involved in family cattle ranching and owns the Edward Jones office location in Iowa Park, Texas, which he leases to the firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

Daniel Carnahan is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. Prior to joining Cetera in 2025, he spent eight years with Avantax Insurance Agency, LLC and Avantax Advisory Services, as well as ten years with Avantax Investment Services, Inc. He is also involved in accounting and tax preparation through his role at Tugman & Cox, PC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies and program options, supported by a large network of advisors and significant assets under management.

Audra Perkins is a CFP® certificant with nine years of industry experience currently serving at Thrivent Investment Management. She has held positions at Thrivent Financial and previously worked with NR Smith and Associates, LPL Financial, and Financial Advocates Investment Management. Perkins is based in Wichita Falls, TX. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on topics such as retirement, tax, estate, and business continuation, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Samuel Pak is a financial advisor with Ameriprise in Wichita Falls, TX, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise and its related entities since 2001. Outside of his advisory work, Pak owns an entertainment publication called The Hub of NTX and serves on the boards of the Zavala Hispanic Cultural Initiative, Big Brothers Big Sisters of Wichita County, and Crime Stoppers. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.