David Reisen is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2024. Prior to this, he was self-employed for seven years and has experience with Indeed. 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.

Emily Edington is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2019, with prior experience at JPMorgan Chase Bank and Leander Independent School District. J.P. Morgan Securities 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 recommendations.

Kenneth French Sr. is a financial advisor with Edward Jones in Horseshoe Bay, TX, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. French also serves as a board member of the Victoria Lay Person Pension Board, where he participates in setting investment policy for a retirement fund. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Paul White is a CFP®-credentialed financial advisor with Edward Jones, based in Marble Falls, TX, with 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he is the sole owner of a business office in Fredericksburg, TX. 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 and investment solutions, operating under a fiduciary standard.

Daniel Arrington is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 26 years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously was with Summit Financial Group Inc. Outside of financial services, Arrington operates a fishing guide business in Texas and serves on a memorial scholarship selection committee. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Courtney Walker is a CFP® with 15 years of industry experience. She is currently with LPL Financial and previously worked at JP Morgan Securities, LLC for nine years. She is based in Austin, TX. 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, model portfolio programs, and institutional platforms, with a focus on integrating both discretionary and non-discretionary investment strategies.

Andrew Fraser is a financial advisor with LPL Financial and holds a Series 66 designation. He has 10 years of industry experience and has been with LPL Financial since 2016. Fraser also operates Martin Wealth Management, an affiliated entity for his LPL business, and is a commissioned notary public in Austin, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.