Jason Boyd Mc Daniel

Joshua Hallmark is a financial advisor with Kestra Advisory in Bowie, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Wells Fargo Clearing, Fidelity Investments, Avantax Investment Services, and Charles Schwab. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Trina Armstrong is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Dentons Law Firm for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions.

Jess Law II is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for eight years and was involved in an agricultural business, Wateroak Aviation, for nine years. Jess is based in Maud, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Joe Dike is a CFP®, PFS™, and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Cetera and has held positions at Avantax and Intuit, among others. Outside of his advisory work, he is involved in tax preparation and accounting through his own firm and serves on a local board focused on vision and planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Warren Mc Daniel is a Series 66 licensed financial advisor with Edward Jones in New Boston, TX. He has five years of industry experience, including six years with Edward Jones and five years in roles at Texarkana College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Melford Pierce is a financial advisor with Edward Jones in Texarkana, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as Vice President on the Maud ISD School Board in Maud, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.