Jason Mc Daniel

Joshua Hallmark is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Wells Fargo Clearing and Fidelity Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix 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 a diverse client base that includes large institutional investors.

Joe Dike is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. He is currently with Cetera and has prior experience at Avantax and Intuit. Outside of advising, he is involved in tax preparation and accounting through his own practice and holds a board position with the New Boston Special Industrial Development Corporation. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Sophie Sulimowicz is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, Fidelity Investments, and Wells Fargo. Outside of her advisory work, she has been involved with Pennsylvania State University since 2019. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary managed accounts. The firm’s integrated structure supports a large client base with combined advisory, brokerage, custody, and cash-sweep services.

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.

Steven Seals is a CFP® professional with seven years of experience at Edward Jones in Texarkana, TX, where he has worked since 2018. Prior to joining Edward Jones, he spent twelve years at Red River Army Depot. He serves as a board member for Maud Economic Development in Maud, TX. Edward Jones is a full-service wealth management firm that serves individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.