Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes six years at Willis Knighton Health System and ongoing involvement with Trustlaw Associates, a law firm specializing in trust, estate planning, and elder law. Outside of financial advising, he is involved in ranching and various real estate and non-securities ventures. Safe Future Wealth Partners serves primarily individual clients with comprehensive financial planning and refers clients to third-party investment advisers for portfolio implementation. The firm uses model allocations and tailored planning and reports approximately $9.2 million in assets under management across 61 client relationships.

Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc., holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Calton & Associates, Inc., Dominion Investor Services, Inc., and Summit Brokerage Services, among others. Outside of financial advising, she is a licensed CPA engaged in accounting and tax preparation and serves on the board of directors for Canton Little Dribblers. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management tailored to investor profiles. The firm employs a range of strategies using equities, fixed income, options, and specialty ETFs, and offers both discretionary and non-discretionary management.

Blake Fowler is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at San Blas Securities, LLC, New York Life Insurance Co, and other financial and insurance firms. Outside of his advisory role, Fowler serves as a city councilman in Canton, TX, and is a board member of the local Chamber of Commerce; he is also involved with a nonprofit supporting local educators. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, providing portfolio management, consulting, and oversight of third-party managers.

Philip Merrifield is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments and PMU, LLC, as well as time spent in educational settings including Wheaton College. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, focusing on asset allocation, contribution rates, and retirement age guidance.

Lauren Lattig is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience and previously worked for Claire's from 2007 to 2019. Outside of her advisory work, she owns and manages Vintage & Lace, a retail store selling clothing, home décor, candles, and jewelry in Greenville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jamael Harris is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2002. Outside of his advisory role, he owns a masculine leadership coaching business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

William Bryan is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has been associated with Edward Jones since 2023. Outside of his advisory role, he has a long-term involvement with church organizations, including Rockwall & Brin Church of Christ and Long Beach Church of Christ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Holly Wasson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in various roles within the education sector, including positions at Rains ISD, Texas A&M Commerce, Queen City ISD, Midway Waco ISD, and Winnsboro ISD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Rebekah Neiman is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in dental practice management and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various fund structures.

Jesse Carranza is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at USAA Investment Management Co, Quasar Distributors, LLC, and Smith Asset Management Group LP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Tod Byrd is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2003. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions ranging from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team.

Allison Dean is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work experience in various school districts and a nonprofit organization. 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 solutions supported by a large nationwide network of financial advisors.

William Helvey is a financial advisor at Edward Jones in Canton, TX, holding a Series 66 designation with 11 years of industry experience. Before joining Edward Jones in 2019, he worked for Direct RehabMed for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Brandon Roberts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Nestle Waters North America for eight years. He is also the president of the Rains ISD Education Foundation in Emory, Texas, a role he holds without financial responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Luke Kendrick is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Parkway Wealth Management Group, Higginbotham, State Farm, and Texas A&M. Outside of his advisory role, he is a co-owner of DCI Aviation LLC, an airplane rental business currently inactive and held as a liability shelter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Cassie Perry is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and American National Bank of Texas. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Rebecca Thompson is a Series 66-credentialed financial advisor with Edward Jones, based in Wills Point, TX. She has 17 years of industry experience and has been with Edward Jones since 2008. Outside of her advisory role, she serves as Vice President of Thompson Flying Service, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Phil Harris is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm's investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Austin Thompson is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at TD Ameritrade and has a diverse background including roles at Sunrun and Marcos Pizza. Outside of finance, Thompson promotes products as a commission-based TikTok shop creator. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its integrated structure, scale, and multi-asset investment strategies supported by in-house research.

Cloise Hendley is a financial advisor at LPL Financial with 12 years of industry experience. Prior to joining LPL Financial in 2024, Hendley worked for Edward Jones from 2013 to 2024. Outside of advising, Hendley is involved in managing a farm. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.