Jarrod Warren is a financial advisor with Integrity Financial Group in Fort Worth, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at OneAmerica Securities, American United Life, and Northwestern Mutual, where he held various positions from 2007 to 2020. Outside of advisory work, he is also licensed as an insurance agent for non-variable insurance products in Texas. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.

Eric Mc Mahan is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Integrity Financial Group in Fort Worth, TX. His prior roles include positions at OneAmerica Securities and Waddell & Reed, Inc. He also works as an independent insurance agent specializing in fixed life and fixed annuities. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, offering advisory services through the AssetMark platform.

Joe Fletcher is a financial advisor with New Century Partners–The No-Load Group, Inc. He holds a Series 65 designation and has 16 years of industry experience. Fletcher has been with New Century Partners since 1995 and also operates Fletcher Tax Service, which he has managed since 1972. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with a focus on risk-appropriate asset allocation and integrated tax planning through its affiliation with a practicing CPA.

Matthew Ward is a financial advisor at New Century Partners – The No-Load Group, Inc. in Fort Worth, TX. He holds a Series 65 designation and has seven years of industry experience, including two years at CSAA Insurance Group prior to joining his current firm in 2018. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, operates on a fee-only basis, and integrates tax planning through an affiliation with a certified public accountant.

William Marney is a financial advisor at Lincoln Investment with 15 years of industry experience and a Series 66 designation. His prior experience includes roles at Mass Mutual Life Insurance Company, MML Investors Services LLC, and TD Ameritrade. Outside of advising, he manages account communications for a retail car wash business. Lincoln Investment is an SEC-registered adviser and broker-dealer with nearly 900 advisors and approximately $18.9 billion in assets under management, serving a diverse client base with a combination of advisor-managed and programmatic investment strategies.

James Martin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Ameritas Investment Company, Ameritas Life Insurance Corp, Allied Financial Consultant LLC, and Financial Adviser Network, where he has also served as owner and general agent. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Chad Froust is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fidelity Investments, Primerica Advisors, and Nationstar Mortgages. He is currently based in Lakeside, TX. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Brendon Winkler is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Moneta Group Investment Advisors, LLC, Doctors without Quarters, and TD Ameritrade. Hightower Advisors serves a diverse client base including high net worth individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing a combination of proprietary analysis, third-party managers, and a mix of asset classes with ongoing monitoring and periodic reviews.

Rhonda Foster is a CFP® and ChFC® with 23 years of industry experience. She has been with GWN Securities Inc. since 2014. Outside of her advisory role, she is the owner of RB Wealth Management, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs including traditional and active investment strategies.

Brittney Derrick is a financial advisor with LPL Financial and holds a Series 66 designation. She joined LPL Financial in 2024 and has prior work experience at Estrella Mountain Community College, where she has been employed since 2019. Outside of finance, she has experience in party rentals and retail. 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 various non-advisory product offerings.

Cary Terry is a financial advisor with Edward Jones in Ft Worth, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 across the United States.

Myranda Crawford is a financial advisor at Edward Jones with a Series 66 designation and 11 years of industry experience. She previously worked at Mason Joseph LLC from 2015 to 2025 before joining Edward Jones. Outside of her advisory role, she owns Crawford Creek Quails, an agricultural business that raises and sells bobwhite quail to ranches and hunting operations. 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 and investment solutions supported by a large national network of financial advisors and branch offices.

Adam Driggers is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property managed by a third party. 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 solutions, supported by a large nationwide network of financial advisors and branches.

Kevin Lockaby is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked with Pinnacle Bank and its Wealth Advisors division since 2020 and has been associated with Raymond James and Southwest Bank Wealth Group since 2012. 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 offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a focus on advisory and implementation-support services.

Kade Sanders is a financial advisor at Edward Jones in Springtown, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at South Plains Implement and Double Barrell Inc. 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 advisory services, supported by a large network of financial advisors and branch offices nationwide.

Matthew Ruppe Jr. is a financial advisor with LPL Financial in Azle, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2012. 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 in-house research and a large network of investment adviser representatives.

Amy Norman is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with Edward Jones in Fort Worth, TX since 2012. 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 various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Carolyn Rocha is a CFP® and holds a Series 66 license with 15 years of industry experience. She 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 and offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Stephanie Crago is a financial advisor with Edward Jones in Springtown, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked at Morgan Stanley DW, Inc. from 2005 to 2024 before joining Edward Jones. Outside of her advisory role, she is involved in a woodworking business, Cragos Creations, which she plans to formalize as an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide presence. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kris Morris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities, Morris worked at Bank of America/Merrill Lynch and has experience in logistics and retail sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan financial organization and offers access to a range of investment strategies and product types.

Jake Crawford is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he worked in real estate with Marsha Hardin Real Estate and has experience in education from 2007 to 2016. Outside of financial advisory, he owns Coddiwomple Habit, LLC, an agricultural business involved in livestock production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Tod Siedell is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 13 years before joining Cetera in 2025. Outside of his advisory role, Siedell serves as a councilman for the city of Azle, Texas, where he participates in city budget matters. Cetera Investment Advisers serves 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 solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Wesley Gillette is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials. Gillette has been affiliated with various Fidelity divisions since 2012, including Fidelity Personal and Workplace Advisors since 2018. Additionally, he has served at Tarrant County College since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm operates with algorithmic portfolio construction, oversight controls, and serves multiple registered investment companies and fund-of-funds.

James Hamilton Jr. is a financial advisor with Edward Jones in Azle, Texas, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he has income interests related to crop sales and oil royalties from a farm in McLeansboro, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Nathan Gilbert is a Series 66 licensed advisor at Edward Jones in Boyd, Texas, with one year of experience at the firm. His prior work history includes roles at Action Behavior Centers, Walmart, Amazon, and Eagle Fence Distribution. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and 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 programs, investment strategies, and affiliated financial services supported by a nationwide network of more than 23,000 advisors.

Gerson Lopez is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at several firms including Bank of America, TD Ameritrade, and Chase Bank prior to his current role. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader financial platforms.

Jasmin Watkins is a financial advisor at J.P. Morgan Securities with Series 63 and 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, she worked at Thrivent and Charles Schwab. Outside of her advisory role, she is the founder and CEO of The Real Safe Space, a social enterprise focused on homemaking, self-development, and marriage preparation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shelby Jennings is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and two years of industry experience. Prior to rejoining Edward Jones in 2023, Jennings worked at Ameriprise Financial and has experience teaching dance classes in the evenings outside of business hours. Jennings also worked as a grocery delivery service provider through an independent platform. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a network of approximately 23,701 advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roger Williams is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he has served as Vice President of Budget & Finance for the Lake Pointe Elementary PTA, where he was responsible for preparing annual budgets and directing fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Zebulah Houston is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Adam Broughton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Bart Jusinski is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2007, progressing through roles including Vice President Executive Planning Consultant, Vice President Regional Planning Consultant, Financial Consultant, Investment Representative, Fixed Income Representative, Investment Services Representative, and Financial Service Representative. Prior to joining Fidelity, Bart worked at Wells Fargo Bank as a Personal Banker and Business Banking Specialist. Bart holds insurance licenses in Arkansas and California. His approach to client service emphasizes understanding clients' goals and prioritizing their needs through a thorough and honest process. Outside of his professional life, Bart values his family and church, sharing a 21-year marriage with his wife and raising two daughters. He enjoys traveling, camping, theater, golf, beach activities, and spending time with family.