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Karl Locke is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and JBA Financial Services. Locke also works as a licensed life and health insurance agent through JBA Financial Services. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through multiple platforms.

Jeffery Shoop is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2016. Outside of financial advising, Shoop is involved in various business ventures including real estate development, property management, and ownership interests in hospitality and aviation enterprises. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and investment consulting supported by analytical tools and offers advisory programs along with institutional consulting and portfolio management through a large advisor network.

Casey Williams is a Series 66 licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, his spouse operates a daycare center in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Margaret Camp is a financial advisor at Edward Jones in Center, TX, holding a Series 66 designation with eight years of industry experience. Her prior work includes six years with Mark A Cline, MD. Outside of her advisory role, she is involved with Shelby County Today, an online news publication, where she handles invoicing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branches nationwide.

Emily Teske is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Raymond James in 2017, she worked at Valic for one year. Teske is also an insurance agent with Shoop Insurance Agency in Center, TX. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its advisory network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Matthew Silvey is a financial advisor at OSAIC with three years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Uptick Partners, Ameriprise, Texas A&M, and Joaquin High School. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and tools, managing portfolios that include multiple asset classes and providing both discretionary and non-discretionary account management.