Mark Perry

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.

John Pegues is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Hilltop Securities Inc., Investment Centers of America, and Mineola Community Bank. Outside of advisory work, he owns an income tax service and is a member of the Knights of Columbus charitable organization. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing third-party managers and integrated services from affiliated entities.

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.

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 in 2024, she worked in various roles within the education sector, including positions at Rains ISD, Texas A&M Commerce, Queen City ISD, Midway Waco ISD, and Winnsboro ISD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

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 in dental practice management and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various fund structures.

Jesse Carranza is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at USAA Investment Management Co, Quasar Distributors, LLC, and Smith Asset Management Group LP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.