Joe H Dike

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.

Jason Mc Daniel is a Series 66-credentialed financial advisor with Edward Jones, based in New Boston, TX. He has 13 years of industry experience, having been with Edward Jones since 2012. Outside of his advisory role, he is a 50% owner of The Ritz Downtown LLC, an event venue in De Kalb, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

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.

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.