Daniela Cronin is a financial advisor at Octavia Wealth Advisors LLC with a Series 65 credential. She has eight years of industry experience, including five years at Shusterman Wealth Management and four years at Eddie V's prior to joining Octavia Wealth Advisors. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in client assets through a multi-advisor team, employing a long-term investment approach that combines fundamental and technical analysis across diversified portfolios.

James Neathery is a financial advisor with RedHawk Wealth Advisors, Inc. in Alvarado, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at RedHawk Wealth Advisors since 2008 and has served as President and CEO of James C. Neathery & Associates Inc. since 1991, where he is involved in the sales and service of insurance products. Additionally, he engages in retail sales of books, DVDs, and numismatic coins. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a structured investment committee, third-party risk tools, and multiple platform arrangements to support adviser recommendations.

Rex Russell is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Ausdal in 2025, he worked at Moloney Securities Asset Management LLC and related entities for nine years, as well as Payson Petroleum and Wealth Advisor Marketing. Outside of his advisory role, he serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from his published book, and chairs a committee for the nonprofit YoungLife in Johnson County, TX. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services with multiple investment strategies and custodial options.

Timothy Shugrue is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Fisher Investments, Charles Schwab & Co., Inc., and Allstate Financial Services. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and serves as adviser to a donor-advised fund.

Jay Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2016 to 2021 before joining Kestra in 2021. Outside of his advisory role, he is involved in real estate through managing membership in private real estate holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment due diligence, serving various client types including large institutional investors.

Erin Stamper is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital model account pilot that uses algorithmic selection of investment strategies executed via mutual funds and ETFs. The firm’s approach includes third-party delegation for portfolio implementation and voting, with features tailored to employee participants.

Eric Schuster is a financial advisor with First Command Advisory Services in Alvarado, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with First Command entities since 2002 and operates Schuhouse Financial Services, Inc., where he serves as president and financial advisor. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led planning relationships and offers structured engagements with ongoing financial coaching and discretionary asset management using in-house investment management.

Matthew Greenwood is a financial advisor with Edward Jones in Cleburne, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes positions at Charles Schwab, TD Ameritrade, and ownership of Greenwood Real Investments, Inc. outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and integrated financial services beyond traditional advisory offerings.

Gilbert Perez II is a financial advisor at OSAIC Wealth Inc with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Foresters Financial Services, and First Investors Corporation. OSAIC Wealth Inc is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Christopher Gabel is a financial advisor with Edward Jones in Grandview, TX, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million 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.

Matthew Victory is a financial advisor with LPL Financial in Cleburne, Texas, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved in performing arts as an actor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Michael Victory is a financial advisor with LPL Financial in Cleburne, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with LPL Financial since 2011. Victory also operates under the DBA Victory Investment Strategies. 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 a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Bonnie Robinson is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 27 years of industry experience. She has held roles at several firms including Avantax Advisory Services and Rasco & Rasco, and currently operates B Robinson Financial, where she provides financial planning, investment advice, wealth management, and tax preparation services. Outside of her advisory work, she is also a consultant and sales representative for skin care products through Rodan and Fields. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining discretionary and non-discretionary solutions with fiduciary and retirement plan capabilities within an institutional framework.

Melanie Obura is a financial advisor at LPL Financial with five years of industry experience. She previously worked at Wells Fargo Advisors and Edward Jones, accumulating over a decade of experience in financial services. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Alisa Zelaya Perez is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cetera and Foresters Financial. In addition to her advisory role, she operates as a sole proprietor insurance agent, selling and servicing fixed insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process and offers a wide range of investment programs, supporting thousands of advisors and managing approximately $200 billion in assets.

Rodney Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in outside sales of non-variable insurance. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research, providing various investment strategies and customizable solutions through a large network of investment adviser representatives.

Jeffery Atwell is a financial advisor with LPL Financial based in Burleson, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors and Edward Jones. 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 a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Robert Clarkin is a financial advisor at Primerica Advisors with over 30 years of industry experience. He has held various roles within Primerica-affiliated firms since 1996 and served in the United States Air Force Reserves at Scott Air Force Base for 33 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Andrea Kelly is a financial advisor at Edward Jones with 27 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she serves as a co-trustee for a trust in Houston, TX, where she helps validate the need of funds for beneficiary care and support. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Shawndi Purselley is a CFP® professional with 26 years of industry experience, currently affiliated with CWM, LLC. Her career includes roles at Cetera Wealth Services and First Financial Equity Corporation. Outside of financial advising, she owns an online boutique specializing in women's clothing. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers a range of services such as asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Leah Parent is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 advisors.

Brian Armstrong is a financial advisor with Cetera who holds the CFP® designation and has 27 years of industry experience. He has worked with multiple firms including First Financial Equity Corporation and operates several advisory and financial services entities, such as Armstrong Purselley Wealth Management Group and CWM, LLC. Armstrong is also involved in commercial building ownership through 08 Holdings, LLC. Cetera Investment Advisers serves a diverse client base including individual, 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 various program structures and a combination of advisor-managed and third-party managed solutions.

Scott Boyd is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. In this position, he works closely with clients to understand their needs and goals, aiming to help them maximize the benefits and resources available through Fidelity. He focuses on gaining a comprehensive understanding of clients' families, businesses, and future life objectives. Scott has been with Fidelity Investments since 2020, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Investment Consultant, and Investment Solutions Representative III. This experience has contributed to his expertise in investment and benefits planning. No information about Scott's education, credentials, personal interests, or community involvement has been provided.

James Logan is a financial advisor with Edward Jones in Cleburne, TX, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been with Edward Jones since 1993. Logan serves as a board member of the Johnson County Family Crisis Center, providing oversight and counsel to the organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Barry Rose is a financial advisor with OSAIC based in Godley, Texas, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Securities America Advisors and LPL Financial. Outside of his advisory work, he is a partner in family-owned LLCs that hold inherited property and mineral rights. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm uses a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools to manage a wide range of investment programs and offers access to multiple custodial platforms and third-party managers.

David Sykes is a financial advisor with Edward Jones in Alvarado, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he coaches varsity basketball at The Canterbury Episcopal School and owns Sykes SWAG, a sports consulting business focused on event organization and youth sports coaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large national network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment options, operating under a fiduciary standard.

Lane Harrington is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Micro Technologies and several companies in the agriculture and food sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Alyssa Dotson is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Clee Case is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Home Loan, J.P. Morgan Chase, and JP Morgan Wealth Management. Outside of advising, he operates an online women's clothing retail business and engages in affiliate marketing for health products on TikTok. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm blends non-discretionary client relationships with access to discretionary separately managed accounts and provides investment guidance through multi-asset model portfolios and alternative investment options.

John Hardin is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is affiliated with energy partnerships, including Javelin Energy Partners and Crescent Energy Partners, both based in Texas. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and charitable clients. The firm manages over $1 trillion in assets and offers a range of investment strategies under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Matthew Dollins is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 credential with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Randel Rix is a financial advisor at Edward Jones in Burleson, TX, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked in the financial and corporate sectors, including positions at D.R. Horton, GM Financial, and BNSF Railway. 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 operates a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.

David Layman is a financial advisor with Edward Jones in Joshua, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience, all with Edward Jones. Outside of advising, he holds a gas royalty interest with Chesapeake Energy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Tris Fitz Gibbon is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Fitz Gibbon serves as Vice President and Secretary of Fitz Enterprise TX, a consulting firm specializing in dry cleaning services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.