John Souther is the principal advisor at Souther Capital Management L.L.C. in Wichita Falls, TX, with 12 years of industry experience. He holds a Series 65 designation and has held executive and board roles outside of his advisory practice, including serving as Executive Director of Digital Strategy at Carrier Corporation and as a Director on the Board and Audit Committee of International Battery Metals. Souther Capital Management advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm’s investment process is based on an Investment Policy Statement tailored to client goals and employs various strategies, including long and short trading, margin, and option strategies.

Gary Silverman is a CFP® with 13 years of industry experience and has been with Personal Money Planning, LLC since 1995. He holds a Series 63 license and is based in Wichita Falls, TX. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm provides fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with tactical hedging strategies informed by third-party econometric analysis.

Michelle Kuehner is a financial advisor at Personal Money Planning, LLC with 11 years of industry experience. She holds the Series 65 designation and has been with Personal Money Planning since 2005. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm offers fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with a growth model that can be hedged using options strategies and short-term fixed-income funds.

Gloria Bohannon is a financial advisor at Mercantile Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mercantile Advisors I, LLC since 2012. Mercantile Investment Advisors provides discretionary investment management to individuals, including high-net-worth households, and institutional clients. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various account types, managing accounts on a discretionary basis with regular reviews and periodic written communications to clients.

Jessica Hatcher is a financial advisor at Mercantile Investment Advisors with a Series 65 designation and two years of industry experience. Prior to her current role, she worked at Herbert R. Smith & Company and held positions in construction and media companies. Mercantile Investment Advisors provides discretionary investment management to individuals, including high-net-worth households, and institutional clients. The firm uses a mix of fundamental and technical analysis to tailor portfolios across various account types, managing accounts on a discretionary basis with regular documented reviews.

Brittany Schultz is a financial advisor at Personal Money Planning, LLC with three years of industry experience. She holds a Series 65 designation and has been with Personal Money Planning since 2019. Prior to her advisory career, she was a homemaker and military spouse for six years. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm provides fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with options strategies and fixed-income funds, supported by third-party econometric analysis.

My Ton is a financial advisor at Intrua Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC. Outside of his advisory role, he is the owner and CEO of Scarliss, LLC, a cosmetic product company, and Aura Gold Labs, a cosmetic product formulation business. Intrua Financial provides investment advisory, portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and investment policy statements.

Jim Pulley is a financial advisor with Prosperity Wealth Management, Inc. in Wichita Falls, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Prosperity Wealth Management since 2018 and previously spent eight years at Questar Asset Management and Questar Capital Corporation. Outside of advising, he is an author of the book *Love, Loneliness, Abuse and Murder*. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews and a diversified investment approach that includes fundamental, technical, and cyclical analysis.

Brent Eaton is a Series 66 licensed financial advisor with six years of industry experience, currently serving at First Command Advisory Services in Wichita Falls, TX. His career includes roles at multiple First Command entities since 2019, following five years at Sam Houston State University. Outside of his advisory work, Brent is involved with The Fallen Outdoors South Region nonprofit, where he helps facilitate hunting and fishing trips for veterans and active duty military families. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching with structured, 12-month Tailored Professional Services engagements and discretionary asset management based on in-house model portfolios.

Tim Cornelius is a financial advisor with Mass Mutual Investors Services in Wichita Falls, TX. He holds the CFP® and ChFC® designations and has 31 years of industry experience. His career includes roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1994, and he has been with Mass Mutual Investors Services since 2017. Outside of his advisory work, he is also licensed as an agent for individual life, health, group life insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that use firm-approved tools to guide clients’ investment strategy and goals.

William Morton is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program.

Meredith Lovelace is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Wells Fargo in various capacities. Outside of her advisory role, she works as a cashier at a local grocery store in Wichita Falls, TX. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm offers multiple investment strategies and emphasizes manager selection and tax-efficient portfolio implementation, supported by its affiliation with Bank of America and its capital markets platform.

Guy Duke is a financial advisor with Edward Jones in Burkburnett, TX, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Edward Jones since 2003. Duke serves as a voting board member of the Burkburnett Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Jenny Gray is a financial advisor at Charles Schwab & Co., Inc. based in Iowa Park, TX, with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and J.P. Morgan Securities. Outside of her advisory role, she manages a rental property in Wichita Falls, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance supported by integrated custody, brokerage, and alternative investment services.

Brian Stahler is a financial advisor with Wells Fargo Clearing in Wichita Falls, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Mitchell Bowles is a financial advisor with LPL Financial based in Wichita Falls, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2022. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Kenneth Worley is a CFP®-certified financial advisor with LPL Financial in Wichita Falls, TX, and has 26 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he manages a family limited partnership and is involved with Contemporary Marketing Concepts, Inc., a home-based business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, and institutions. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Chad Hawkins is a financial advisor with J.P. Morgan Securities in Wichita Falls, TX, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mary Jo Lasater is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary advisory programs supported by a centralized due diligence and ESG eligibility process.

Charles Branch is a financial advisor with LPL Financial in Wichita Falls, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining LPL Financial in 2018, he worked at NFP Advisor Services, LLC from 2016 to 2018 and was retired for one year. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and investment management solutions supported by an in-house research team.