Heather Metcalf is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, PFG Advisors, and OSAIC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm employs an integrated service model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Hope Jordan is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 63 and Series 66 licenses. Her prior work experience includes roles at Charles Schwab, Hibu, TTI, and Axa Advisors, among others. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Karl Locke is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. He is also an insurance agent specializing in life and health insurance through JBA Financial Services. Additionally, Locke is a partner in Pine Hills Management Group, an LLC involved in private land mitigation and mineral rights. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing portfolio optimization tools and access to multiple custodial platforms.

Jeffery Shoop is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at LPL Financial from 2002 to 2016 before joining Raymond James. Outside of his advisory role, Shoop is involved in various business ventures, including property development, aviation, hospitality, and oil and gas-related enterprises. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial strategies developed through detailed client assessment and supports implementation through multiple account types and outside managers.

Casey Williams is a Series 66 licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, his spouse operates a daycare center in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Margaret Camp is a financial advisor at Edward Jones in Center, TX, holding a Series 66 designation with eight years of industry experience. Her prior work includes six years with Mark A Cline, MD. Outside of her advisory role, she is involved with Shelby County Today, an online news publication, where she handles invoicing. 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 solutions, supported by a large network of advisors and branches nationwide.

Emily Teske is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at Valic and Texas A&M University before joining Raymond James in 2017. Outside of her advisory role, she is also an insurance agent with Shoop Insurance Agency. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.