David Rex

Victoria Ward is a CFP® with eight years of industry experience, operating as the sole advisor at Financial Lifestyle Management in Greenville, TX. She has been with FLM Financial Lifestyle Management LLC since 2003. Financial Lifestyle Management is an independent, fee-only firm serving individuals, families, trusts, estates, business entities, and charitable organizations. The firm provides fiduciary financial planning and discretionary portfolio management, combining active and passive strategies with an emphasis on tax-aware implementation and support for charitable distributions.

Jonathan Frazier is a financial advisor at Blue Monarch Financial Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Osaic Wealth, Sage Point Financial, Royal Alliance Associates, Woodbury Financial, and FSC Securities. Blue Monarch Financial Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $9.4 million across about 49 client relationships. The firm offers tailored portfolio management through both discretionary and non-discretionary accounts, utilizing various strategies and working with third-party sub-advisors and custodians such as Charles Schwab and Fidelity.

Kathryn Ridge is a financial advisor with First Advisors National, LLC in Greenville, TX, holding a Series 65 designation and eight years of industry experience. She has worked at Ridgeway Insurance since 2016. Outside of advisory work, she is involved with 401katy, LLC. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and supplements its approach with fundamental analysis of individual securities.

John Pullen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2012. Outside of his advisory role, he manages a cattle ranch and operates the Clay Pullen Cattle and Honey Bee Company, where he raises beef cattle and manages honey bees. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Garner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Moore Supply Company from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Maria Hagaman is a financial advisor with Edward Jones in Commerce, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Built with Principle and Shaw Contract Group. Outside of advising, she owns and operates Whispering Oaks Farm and Ranch LLC, which involves horse and livestock care and hay cultivation. 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 approximately $1.01 trillion in assets and has a large network of financial advisors and branch offices across the United States.