Shelby Lewis

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 a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with diverse investment strategies, and acts as a qualified custodian for assets held at the firm.

Glenn Walker III is a financial advisor with Empower Advisory Group and holds Series 63, 65, and 66 licenses. He has 10 years of industry experience, including prior roles at Rocket Mortgage, Mass Mutual Investors Services, and J.P. Morgan Chase Bank. Outside of advisory work, he is a mortgage loan officer involved 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, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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 13 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.