Kerri Russ is a financial advisor at Bellingham Capital with 11 years of industry experience. She holds a Series 65 designation and has been with Bellingham Capital Management, Inc. since 2016. Bellingham Capital provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm emphasizes a long-term, strategic asset allocation approach through proprietary model portfolios and employs fundamental and technical analysis for portfolio management.

Bruce Sutherland is a CFP® with 15 years of industry experience. He is currently with American Elite Advisory and has previously worked at MMWKM Advisors, LLC. American Elite Advisory provides discretionary portfolio management and account supervisory services to individual and high-net-worth investors. The firm combines a fundamental value-oriented approach with technical and quantitative strategies, offering customized portfolios that include the use of options and active techniques.

Hunter Greene is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BBVA Compass. Greene holds the Series 66 designation. Edward Jones is a 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, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors.

Michael Suellentrop is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 23 years of industry experience. His prior roles include positions at Cetera, Fisher Investments, and Frontier Wealth Management. He is also involved with Legacy One Wealth Strategies, LLC, providing insurance sales and service in partnership with property and casualty organizations. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Barry Sartain is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2017. Outside of his advisory role, he has been involved with the First Baptist Church of Van since 2013. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Sarah Gaona is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. She has worked at Wells Fargo Bank since 2021 and has experience assisting with home living tasks and hygiene through her role at Angels at Home. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of advisors.

Rickey Dean is a financial advisor at Raymond James & Associates with 43 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 22 years. Outside of his advisory work, he receives income from oil and gas production royalties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and provides municipal advisory services alongside market-making in municipal and government bonds.

April Rice is a Series 66-licensed financial advisor at UBS Financial Services with 16 years of industry experience. She has previously worked at Wells Fargo Clearing Services and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Kristopher Freberia is a financial advisor at Edward Jones in Kaufman, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he is involved in real estate through ownership and management of personal rental properties and participation in Specter Ventures LLC, an entity managing rental and investment real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Charles Carter is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for the City of Coppell, Texas, for 22 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.