Jesse Carranza

Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes six years at Willis Knighton Health System and ongoing involvement with Trustlaw Associates, a law firm specializing in trust, estate planning, and elder law. Outside of financial advising, he is involved in ranching and various real estate and non-securities ventures. Safe Future Wealth Partners serves primarily individual clients with comprehensive financial planning and refers clients to third-party investment advisers for portfolio implementation. The firm uses model allocations and tailored planning and reports approximately $9.2 million in assets under management across 61 client relationships.

Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc., holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Calton & Associates, Inc., Dominion Investor Services, Inc., and Summit Brokerage Services, among others. Outside of financial advising, she is a licensed CPA engaged in accounting and tax preparation and serves on the board of directors for Canton Little Dribblers. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management tailored to investor profiles. The firm employs a range of strategies using equities, fixed income, options, and specialty ETFs, and offers both discretionary and non-discretionary management.

Kerri Russ is a Series 65-licensed financial advisor at Bellingham Capital with 11 years of industry experience. She has worked at Bellingham Capital Management, Inc. since 2016 and previously worked at Level 5 Business Services. Bellingham Capital Management is a registered investment adviser serving individuals, trusts, foundations, corporations, and retirement plans. The firm employs a primarily long-term, strategic asset-allocation approach with customized model portfolios, using fundamental and technical analysis to select securities.

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.

Blake Fowler is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at San Blas Securities, LLC, New York Life Insurance Co, and other financial and insurance firms. Outside of his advisory role, Fowler serves as a city councilman in Canton, TX, and is a board member of the local Chamber of Commerce; he is also involved with a nonprofit supporting local educators. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, providing portfolio management, consulting, and oversight of third-party managers.

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.