Tyler Thomas is a Series 66-licensed financial advisor with Edward Jones in Nocona, TX, where he has worked since 2007, totaling 19 years in the industry. Outside of his advisory role, he is involved in managing agricultural and land-related ventures, including raising and selling cattle and participating in property partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets supported by a large national network of advisors and branch offices.

David Doughty is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS since 2011. Outside of advisory work, he is involved in the oil and gas sector as a partner and proprietor in exploration and production businesses and serves as an executor for his mother's estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing tailored financial planning based on proprietary research and capital market assumptions.

Ward Wallace is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves on the board of the Bowie Rural Volunteer Fire Department and is a board member of the Bowie 4B Sales Tax Corporation; he also owns and operates a ranch in Bowie, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond traditional advisory services.

James Nielsen is a CFP® professional with 20 years of industry experience, currently serving as an advisor at LPL Financial since 2010. Prior to joining LPL, he worked at Edward Jones for three years. Outside of his advisory role, he is involved in cattle raising and hay production on a farm in Forestburg, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and institutional platforms to a wide range of clients, including individuals and retirement plan participants. The firm offers various advisory strategies supported by research and technology, with a network of over 22,800 advisors.

Jennifer Eller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. Prior to this position, she served as a Benefits Relationship Manager from 2023 to 2024, a Workplace Planning Consultant I from 2022 to 2023, and a Workplace Planning Associate from 2021 to 2022, all within Fidelity Investments. Additionally, she was a Licensed Insurance Agent at New York Life Insurance Company in 2021. Her professional experience spans various facets of benefits and workplace financial planning, focusing on integrating workplace benefits into comprehensive financial plans. Jennifer aims to establish long-term client relationships based on trust, transparency, and open communication to develop customized financial strategies that align with her clients' unique needs and goals.

Nathaniel Wood is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services, and is known for its large retail advisor network and affiliated capabilities beyond advisory services.