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.

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.

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.