Tanner Fedell is a financial advisor at One Wealth Planning LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including North Star Consultants, Inc and Cetera Investment Advisers LLC. Outside of advising, he owns and operates a farm where animals are raised. One Wealth Planning LLC provides investment management and comprehensive financial planning primarily for individual clients, managing about $40.4 million in discretionary assets. The firm uses an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, buy-and-hold strategies with passive funds and ETFs, supplemented by third-party sub-advisers for portfolio management and planning.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with six years of industry experience. He has been with Legacy Wealth Advisors since 2013. Outside of his advisory role, he owns and operates a seasonal Christmas light installation business. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental long-term and technical analysis to implement strategies tailored to client objectives.

John Landrum is a financial advisor with Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a PFS™ designation and Series 63 license, and has 26 years of industry experience. His career includes roles at Landrum and Evans, P.C. and extensive experience as a CPA. Legacy Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing comprehensive financial planning and discretionary asset management. The firm employs fundamental and technical analysis and offers a range of investment strategies tailored to client objectives.

John Hale is a financial advisor with Worth Asset Management in Waxahachie, TX, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has been with Worth Asset Management since 2014 and also manages The Hale Law Firm, P.C., where he practices as an attorney. Outside of financial advising, Hale is involved in legal practice and real estate management. Worth Asset Management provides portfolio management, financial planning, and insurance advisory services to individuals, high net worth clients, trusts, and retirement plans. The firm customizes investment strategies based on client objectives and employs various analytical methods, maintaining ongoing portfolio reviews and discretionary authority to manage assets.

Steven Shaw is a CFP® with nine years of industry experience, currently serving as an advisor at Foundations Investment Advisors LLC. He previously worked at Ae Wealth Management LLC and S&S Financial Advisors, LLC. Outside of his advisory role, Shaw is president of an insurance agency, conducts educational seminars on Medicare and insurance products, and teaches personal finance classes as a member of the Council of Financial Educators. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm utilizes model portfolio allocations and third-party sub-advisers, offering discretionary and non-discretionary management through a broad network of affiliated offices.

Dan Sklar is a financial advisor at FourStar Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Financial Services Inc and Cetera Investment Advisers prior to joining FourStar Wealth Advisors. Outside of finance, he is the owner and inventor of ICLEANME, a hand sanitizer product developed during the COVID-19 pandemic that resulted in two patents. FourStar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, institutions, and business entities. The firm manages portfolios primarily on a discretionary basis using fundamental and technical analysis, and offers services that include advising on private funds and pooled investment vehicles.

Cynthia Luna is a financial advisor with Kestra Advisory in Waxahachie, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for 10 years before joining Kestra Advisory and Kestra Investment Services in 2024. Luna serves on the boards of the Exit Planning Institute Dallas Chapter and Hope Health, where she participates in finance committee leadership and strategic planning. She also owns Moonshot Value Advising, a consulting practice focused on value growth analysis for business owners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Shawn Holbrook is a Series 63-licensed financial advisor with 19 years of industry experience. He currently works with PNC Wealth Management and has previously held roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, Compass Bank, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party portfolio management to implement investment strategies primarily with mutual funds and ETFs.

Matthew West is a financial advisor at Edward Jones in Waxahachie, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the education sector at Midlothian ISD and Mansfield ISD for a combined total of ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of roughly 23,701 financial advisors.

Richard Cepak is a CFP® professional with 39 years of industry experience, currently affiliated with Cetera. His prior experience includes long tenures at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory role, he is involved in tax preparation and accounting through Cepak Financial Services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans, offering a range of portfolio management and consulting services. The firm combines advisor-managed accounts, model portfolios, and third-party solutions with retirement and fiduciary capabilities integrated into its broad institutional platform.

Angela Wood is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at VOYA Financial Advisors and Kurtz, Connor, Browning & Phillips LLC, where she also serves as an operations manager. Outside of finance, she is the owner and artist of Cat's Eye Studio, a business focused on creating various works of art. 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 discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a range of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Matthew Williams is a financial advisor with MassMutual Investors Services in Ennis, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Axa Advisors, LLC before joining MassMutual in 2016. Outside of his advisory role, he also works as a financial planner specializing in group health insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using collaborative, data-driven approaches to develop tailored investment strategies.

Melissa Gray is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and 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 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 affiliated mutual funds, operating under a fiduciary standard.

Kelly Dlabaj is a financial advisor with Edward Jones in Waxahachie, TX. She holds a Series 66 designation and began her financial advisory career in 2025 after 11 years at IBM. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branches.

Barry Moore is a CFP® certificant with 28 years of experience in the financial industry. He has been with Edward Jones since 2013. Outside of his advisory work, he is the owner of a rental property in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Jennifer Wartsbaugh is a Series 66-registered financial advisor with Edward Jones in Ennis, TX, where she has worked since 2016. She has nine years of industry experience, including four years at Ennis State Bank prior to joining Edward Jones. Outside of her advisory role, she serves as a board member of the Ennis Public Theatre and is the ex-officio chairman of the Ennis Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Trevor Glaser is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research, Inc. and Ashley and Company. In addition to his advisory role, he is involved in agribusiness through ownership of Bar G Ranch in Texas. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals using multiple account platforms and a range of investment strategies.

Lance Gary is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for the Forney Independent School District from 2012 to 2017. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as president of the Waxahachie Letter Jacket Group, which supports local students by providing funds for their letterman jackets, and he coaches a tennis team. 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 nationwide network of financial advisors and branch offices, and provides additional capabilities such as affiliated mutual funds and securities-based lending.

Paul Colwell is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is based in Waxahachie, TX, and serves as a financial advisor at the firm. Outside of his advisory role, Colwell is the managing member of Bluebonnet BBQ Texas LLC and serves on the board of directors for the Historical Society of West Point; he has also held leadership roles with the West Point/Tri Rivers Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Jody Madding is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and 13 years of industry experience. Madding has been with Edward Jones since 2012. Outside of advisory work, Madding is a financial contributor to Beaver Bash LLC, a local business based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Brian Wartsbaugh is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Boom Boom INC and BWF ENT Inc. He holds the Series 66 designation. Edward Jones is a full-service 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 strategies, with a nationwide network of approximately 23,701 financial advisors.

Melanie Mitchell is a CFP® professional at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Hadley Law, PLC. 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.

Evan Esselman is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors.

Jeffrey Irish is a financial advisor with Edward Jones in Ennis, TX, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He has been with Edward Jones since 2006. 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 network of financial advisors and branch offices nationwide.

Paul Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Box serves as treasurer for Grace Community Church and has authored written works. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angeline Juenemann is a financial advisor at Edward Jones with 40 years of industry experience. She has been with Edward Jones since 2005 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as President of the Board for the Ennis Public Theatre and is a board member at Ennis Regional Medical Center. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a nationwide network of financial advisors.

Jeffery Buttgen is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Russell Clark is a financial advisor with Edward Jones in Waxahachie, TX, holding the Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service 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, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wess Winn is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in law enforcement for over 17 years with the Waxahachie Police Department and Ellis County Sheriff's Office. Winn also operated a Christmas light installation business for nearly two decades. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

John Reagan is a CFP® professional with 28 years of industry experience. He is currently with LPL Financial and previously worked at Western International Securities, Inc. and Wells Fargo Clearing. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product offerings.

Jaime Holland is a CFP® and ChFC® with 23 years of experience in financial advising and has been with Edward Jones since 2002. Based in Waxahachie, TX, Holland holds Series 63 and Series 66 licenses. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joseph Seoane Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he volunteers teaching Sunday School and greeting attendees at First Baptist Church in Waxahachie, TX. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.