Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with one year of industry experience. He holds a Series 65 credential and has prior work history with Willis Knighton Health System and Trustlaw Associates, where he has been involved since 1997. Outside of advisory services, he is engaged in trust, estate planning, elder law, and ranching. Safe Future Wealth Partners serves individual clients by providing ongoing portfolio management and financial planning, often referring clients to third-party advisers for discretionary management. The firm uses model portfolios and frequently relies on outside managers to execute and monitor client investments.

Jamael Harris is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2002. Outside of his advisory role, he owns a masculine leadership coaching business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Holly Wasson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in education at various school districts and Texas A&M Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Rebekah Neiman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked for Kimberly Neiman, DDS for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment companies and fund-of-funds.

Tod Byrd is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Brandon Roberts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Nestle Waters North America for eight years. He is also the president of the Rains ISD Education Foundation in Emory, Texas, a role he holds without financial responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Paul Kelley is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Fortune Financial Services Inc. and Allstate Insurance Company. Outside of his advisory role, he is president of Friendly Financial and has been an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals. The firm offers multiple investment platforms and proprietary model strategies, with features such as advisor equity participation and documented advisor business relationships including legal and accounting referrals.

Luke Kendrick is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Parkway Wealth Management Group, Higginbotham, State Farm, and Texas A&M. Outside of his advisory role, he is a co-owner of DCI Aviation LLC, an airplane rental business currently inactive and held as a liability shelter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

John Pegues is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hilltop Securities Inc., Investment Centers of America, and Mineola Community Bank. Outside of his advisory work, he owns an income tax service, is a licensed insurance agent, participates as a charitable member of the Knights of Columbus, and serves as a partner in an escrow services business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and employs model portfolios and research from internal and third-party sources.

Cassie Perry is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and American National Bank of Texas. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Rebecca Thompson is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she serves as Vice President of Thompson Flying Service, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Janette Neal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at Merrill for 28 years before joining Wells Fargo in 2021. Outside of her advisory role, she receives royalties from mineral rights ownership in Oklahoma City. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Phil Harris is a financial advisor at Stifel with 31 years of industry experience. He has held his current position at Stifel Nicolaus since 2013 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group and includes fee-based financial planning and recommendations of third-party advisers.

David Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been affiliated with LPL Financial since 2026 and is the owner of David Wilson CPA Ltd., a CPA firm providing accounting, tax planning, and corporate financial consulting. Wilson also serves as a board member and treasurer for St Andre House, an organization offering housing for mentally disabled adults. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by model portfolios and research from multiple sources.