Brent Harper is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at several firms including Valic Financial Advisors and Edward Jones. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Carley Shuffield is a financial advisor with Edward Jones in Cameron, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Favor and The A Team-Mobile Veterinary Care. Outside of advising, she is a majority owner and bookkeeper of Shuffield Land Clearing & Services, LLC, a land management and forestry business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Melanie Romine is a financial advisor with Edward Jones in Cameron, TX, holding Series 63 and Series 66 credentials and having 38 years of industry experience. She has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services, supported by a nationwide network of over 23,000 advisors.

Adam Carter is a Series 66-licensed financial advisor with OSAIC, bringing two years of industry experience. He has held roles at OSAIC and FSC Securities Corporation since 2023 and serves as Vice President of Haber Wealth Group. Outside of advisory work, Carter manages a cattle ranch and serves on the board of the Cameron Chamber of Commerce. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services that include financial planning, managed portfolios, and access to third-party money managers.