Rezaul Kazi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith and Bank of America. Kazi is based in Rockwall, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Christopher White is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities and Champ Sports/Footlocker. White has been with Edward Jones since 2018, with a brief gap before rejoining the firm in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a large national network of advisors and branch offices.

Ramon Gaytan is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank. Outside of his advisory role, he owns and manages a rental property. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Quinton Wong is a financial advisor with J.P. Morgan Securities in Garland, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career has been primarily with JP Morgan entities since 2015. Outside of his financial career, he has experience working with Vae Live, a Vietnamese radio program focused on arts and entertainment. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Shafen Crawford is a CFP® and holds a Series 66 license with 12 years of industry experience, all of which has been with Edward Jones. He is based in Garland, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth segments, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Brown is a financial advisor with Edward Jones in Murphy, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has prior experience at Vanco Payment Systems and Ludus Ticketing. Outside of his advisory role, he is involved in retail bike sales and service at John's Trikes and Bikes and works as an assistant coach providing weekend nutrition and health support at TPB Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Dubina III is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Merrill, Scottrade, TD Ameritrade, Regions Bank, Cetera, and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with investment strategies implemented by a large network of investment adviser representatives.

Todd Hooper is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 credential and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the managing member of FIVE3025 LLC, a real estate entity related to his office condominium. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rodney Rush is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked in various roles including at Kraft Foods and ThredUP. Outside of finance, he has been involved with Ten Talents Investments since 2018. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based investment strategies.

Nick Crimi is a Benefits & Planning Consultant with Fidelity Investments, serving in the Executive Services division since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity from 2022 to 2024. He focuses on helping clients utilize Fidelity's financial tools and resources to develop tailored financial strategies that support their short-term objectives and long-term goals. Nick's approach centers on aligning financial planning with each client's unique aspirations. Outside of his professional work, he has personal interests that include board games, comedy, fitness, food, social events with friends, and traveling.

Lauren Starr is a financial advisor at Edward Jones with 8 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Previously, she was involved with Texas Land Design LLC from 2008 to 2017. 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.

Roger Behymer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2010 to 2011. His outside business activities include operating an investment-related DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Obioma Iwueke is a financial advisor at Edward Jones with credentials including the Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Obioma worked at Willis Towers Watson and Moneybarn Ltd, and spent nine years at Zenith Bank Plc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jerome Davis is a financial advisor at Thrivent Investment Management with nine years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Wells Fargo Clearing, and Raymond James & Associates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Nick Lamb is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in selling non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm emphasizes third-party asset manager selection and oversight, utilizing BNY Mellon Advisors for model implementation and custody services.

Jason Bell is a CFA® charterholder with Series 63 and Series 66 licenses and has 13 years of industry experience. He has been with Edward Jones since 2014. 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 through a nationwide network of over 23,000 advisors, offering a broad range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeremiah Hipo is a financial advisor at Edward Jones, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community Life Church and spent eleven years with Rockwall ISD. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Starla Howell is a CFP®-certified financial advisor with Edward Jones in Rockwall, TX, and has 10 years of industry experience. She has been with Edward Jones since 2015. Her other business activities include client education and retirement planning. 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 programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Michael Danter is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Royal Alliance Associates since 2015, First Independent Advisory Services, Inc. since 2010, and has operated as a sole proprietor since 2006. Outside of advisory roles, he is involved in insurance sales through his sole proprietorship. Osaic Wealth serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients via a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes on discretionary or non-discretionary bases.

Lauren Greer is a CFP® and holds a Series 66 license, currently serving as an Investment Advisor Representative with Cambridge Investment Research Advisors. She has one year of industry experience and previously worked at Cypress Point Wealth Management, Feedonomics, and other firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of portfolio management approaches tailored to client objectives.