Alisha Wright is a financial advisor at AlphaStar Capital Management with two years of industry experience. She holds a Series 65 credential and has previously worked at Brookstone Wealth Advisors and the Institute for Wealth Management LLC. Outside of her advisory work, Alisha teaches piano and is developing a small business focused on handmade soaps and essential oil products. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and maintains a significant advisor base and client footprint.

Sarah Patton is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Creative Planning and previously worked at Heritage Wealth Management and Willis Johnson & Associates. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Robert Wrobleske is an advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 65 designations. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Glenn Walker III is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. His prior work includes roles at Rocket Mortgage, Mass Mutual, and J.P. Morgan. Outside of his advisory role, he is involved as a mortgage loan officer with Peak Home Finance LLC and Loan Factory. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Brian Lewis is a financial advisor with Edward Jones in Levelland, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and offers a wide range of investment and advisory services under a fiduciary standard.

Austin Lowery is a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who assist clients in pursuing their personal and family financial goals by developing personalized strategies. Prior to becoming a Branch Leader, Austin held several positions at Fidelity Investments, including Team Leader for Investment Solutions from 2022 to 2023, Help Desk roles in Fixed Income and Investment Solutions between 2020 and 2022, and Investment Solutions Representative from 2016 to 2020. He also served as a Financial Representative Full Trader in 2016. Austin's career at Fidelity Investments has provided him with extensive experience in investment solutions and client support.

Tanner Terrell is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. Outside of his advisory role, he is president of Terrell Family Holdings LLC, a rental business in Levelland, TX. Edward Jones is a wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Spencer Kilgore is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Halliburton for seven years. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and planning tools.

Shelby Lewis is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Shelby was involved with Burklee Hill Vineyards and has owned and operated The Dandy Lion, a retail business with both an ecommerce site and a physical location, since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment products, and fiduciary services through a nationwide network of advisors and branches.

Joey Pierce is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at FSC Securities Corporation for 12 years before joining OSAIC in 2023. Outside of his advisory role, he serves as chairman of the board for the Hockley County Endowment and is vice president of Alcove Care, Inc., a provider of care facilities for physically and mentally impaired persons. Pierce is also involved in ministry activities including conducting weddings, funerals, and occasional teaching. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, retirement plan consulting, and access to various managed-account platforms. The firm employs asset-allocation tools and multiple third-party services to construct diversified portfolios and supports client-directed investment restrictions as well as legacy platform transitions.

Jimmy Rodriguez is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes positions at Private Portfolio Partners, LLC, Insigneo Securities, LLC, Insigneo Wealth Advisors, LLC, and Global Investor Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Hela Fryar is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 21 years of industry experience. Her prior roles include positions at Merrill and Bank of America, with additional experience at CUSO Financial Services, Texas Bay Credit Union, and Orchem Resources. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice primarily for clients with substantial investable assets.

Samantha Battle is a financial advisor with Ameriprise in Hockley, TX, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at VALIC Financial Advisors, TD Ameritrade, Great Southern Bank, and the American Automobile Club (AAA). Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.