Michael Grimm is a CFP® professional with seven years of industry experience. He is currently with Intentional Living FP, where he has worked since 2024. His prior experience includes roles at Charles Schwab & Co., Empower Retirement, GWFS Equities, Adventist Health System/Texas, and Fidelity Investments. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management alongside comprehensive financial planning. The firm emphasizes a primarily passive, asset-allocation approach while incorporating various analytical methods and offers educational seminars and speaking engagements separate from product sales.

Kimberly Gonzalez is a financial advisor at Domestique Capital LLC with nine years of industry experience. She has been with Domestique Capital since 2016 and previously worked at Thomas, Edwards Group from 2011 to 2017. Gonzalez holds a Series 65 designation and is licensed to sell auto, homeowners, and commercial insurance on a limited basis. Domestique Capital is a state-registered advisory firm serving individual and high-net-worth clients with personalized investment management and comprehensive financial planning. The firm employs a passive, asset-class investment approach enhanced by a dual-momentum overlay and offers additional services such as payroll processing and tax return preparation.

Damon Gonzalez is a financial advisor at Domestique Capital LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Domestique Capital since 2016, following seven years at Cambridge Investment Research advisors, Inc. Gonzalez is also an independent insurance agent for various companies. Domestique Capital is a small, state-registered advisory firm serving individual and high-net-worth clients with individualized investment management and comprehensive financial planning. The firm uses a passive, asset-class portfolio approach combined with a dual-momentum overlay and offers supplemental services including payroll processing and tax return preparation.

Kerri Russ is a Series 65-licensed financial advisor at Bellingham Capital with 11 years of industry experience. She has worked at Bellingham Capital Management, Inc. since 2016 and previously worked at Level 5 Business Services. Bellingham Capital Management is a registered investment adviser serving individuals, trusts, foundations, corporations, and retirement plans. The firm employs a primarily long-term, strategic asset-allocation approach with customized model portfolios, using fundamental and technical analysis to select securities.

Bruce Sutherland is a CFP® with 15 years of industry experience. He is currently with American Elite Advisory and has previously worked at MMWKM Advisors, LLC. American Elite Advisory provides discretionary portfolio management and account supervisory services to individual and high-net-worth investors. The firm combines a fundamental value-oriented approach with technical and quantitative strategies, offering customized portfolios that include the use of options and active techniques.

William Bone is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Oasis Advisors in 2025, he worked at Terra Wealth Management and PrimAmerica Financial Services. Before his financial career, he practiced dentistry for over four decades. Bone is also involved in insurance sales, dedicating about 10% of his time to this activity. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term portfolios and offers ongoing portfolio management, financial planning, and pension consulting.

Hunter Greene is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BBVA Compass. Greene holds the Series 66 designation. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors.

Adam Piper is a financial advisor with Edward Jones in Athens, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he serves as president of MLP Holdings LLC, an office lease business he established. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Barry Sartain is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2017. Outside of his advisory role, he has been involved with the First Baptist Church of Van since 2013. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Sean Ray is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is the owner of Casa Del Ray Cattle Co, a business unrelated to investment activities. 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 investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Gavin Hardin is a financial advisor at Edward Jones with one year of industry experience. He previously worked at First State Bank for two years and has a background as a full-time student. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Colin Barrett is a CFP® with 18 years of industry experience, currently serving at Edward Jones since 2008. Based in Athens, TX, he also operates a sole proprietorship, Barrett Development, LLC, which owns a building housing a law firm office. 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, supported by a nationwide network of more than 23,700 financial advisors.

Johnny Roberts is a financial advisor with LPL Financial in Athens, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. from 2013 to 2017. He is also involved in insurance sales, acting as an agent for United Life Insurance Company and Insource Inc. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines advisory services with insurance and lending products through a large network of investment adviser representatives.

Anthony Kalawe is a financial advisor with Edward Jones in Athens, Texas, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has been with Edward Jones since 2005. Outside of his advisory role, he is the managing member of A D Kalawe Investments LLC, which is involved in the potential purchase of property for a branch office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ethan Jackson is a financial advisor with Edward Jones in Athens, TX, holding a Series 66 designation and one year of industry experience. He previously worked at VeraBank for 16 years. Outside of his advisory role, he manages a rental home leased to family due to a temporary housing need. 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 affiliated services supported by a large nationwide network of advisors and branch offices.

Richard Wilson is a CFP® with 35 years of experience in financial advisory. He is currently with LPL Financial and has held prior roles at Avantax Investment Services, Wilson Money Management, and 1st Global Advisors. In addition to his advisory work, he operates a tax preparation and CPA business. 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, model portfolios, and customizable investment solutions.

Hayden Shaddox is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Financial Resources Group and Northwestern Mutual. 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 supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Todd Green is a CFP® with 26 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously spent over two decades at Avantax Advisory Services and Avantax Investment Services. 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 combines advisory operations with a variety of non-advisory product offerings.

William Bass is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Edward Jones since 2010. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rickey Dean is a financial advisor at Raymond James & Associates with 42 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. He receives royalty income from oil and gas production. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.

April Rice is a Series 66-licensed financial advisor at UBS Financial Services with 16 years of industry experience. She has previously worked at Wells Fargo Clearing Services and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Todd Bloom is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he oversees a business entity that manages commercial real estate used to support financial planning practices. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.