Mark Gilliland is the founder and principal of Gilliland Investment Management, Inc. in Canyon, TX, holding a Series 65 designation with 22 years of industry experience. He is also a certified public accountant (CPA) and owner of Gilliland & Co., PC, a CPA firm. Gilliland has been managing his investment advisory firm since 2015 and operating his accounting practice since 2013. Gilliland Investment Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, corporations, non-profit organizations, and retirement plans. The firm emphasizes diversified asset allocation and manages equities and fixed income using a combination of ETFs, mutual funds, and individual securities, serving a broader range of clients than typical for a solo independent advisor.

Thomas Garland is a financial advisor with LPL Financial who holds Series 65 and Series 66 credentials and has 27 years of industry experience. He has worked at LPL Financial since 2012 and has a background that includes founding several business entities, including a full-service accounting practice. Garland is involved in accounting through Houlette & Garland, P.C., a CPA firm he has been associated with for over 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Lindsay Mayhew is a Series 66 licensed financial advisor at Edward Jones with eight years at the firm and five years in the industry. Prior to joining Edward Jones, Mayhew worked in education as a mathematics teacher for several school districts and currently serves as a licensed foster parent. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and offices.

Kassidy Pagett is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Canyon, TX. Outside of her advisory role, she is a co-owner of Delphinium Properties, a real estate business in Springlake, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Walter Shuman is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1994. Outside of his advisory role, he works part-time as an adolescent support counselor, advising and counseling youth in his community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

Andrew Holt is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including 16 years at Navigation Financial Group of Canyon and Securities America. Holt is also involved in insurance sales through Bison Wealth Strategies. 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 services and investment platforms, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tucker Lee is a financial professional affiliated with Cetera, holding a Series 66 designation and bringing three years of industry experience. He has worked with Cetera and related entities since 2022 and previously held roles at Happy State Bank and FirstBank Southwest. Lee serves as a trustee for the Walter B. Palmer Foundation, a nonprofit organization connected to the Phi Delta Theta fraternity, where he participates in board decisions on financing fraternity housing. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Scott Shuman is a Series 66–licensed financial advisor at Edward Jones in Canyon, TX, with one year of experience in the industry. Prior to joining Edward Jones, he worked for eight years at Prosperity Bank and six years at Best Buy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Larry Lee is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. He has held roles at Cetera Wealth Services, VOYA Financial Advisors, and operates his own firm, Lee Financial Group. Outside of advisory work, he is involved in grassland management through Triple Lee Enterprises LLC. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, corporate, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers with flexible program structures.

Ben Pierce is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Level Four Advisory Services for eight years and Edward Jones for one year. Outside of his advisory role, Pierce operates a family farm in New Mexico. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.