Duane Hederich is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked with Fidelity Investments and its affiliated entities since 2006. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brett Blair is a financial advisor at LPL Financial in Denton, TX, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at SPC and Sigma Financial Corporation. Blair is involved in managing Blair Financial LLC, a business entity for tax and investment purposes. 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 and brokerage services, utilizing various portfolio management strategies and technology tools across a large network of advisors.

Paul Foutch is a CFP® and holds a Series 66 designation with Edward Jones. He has 18 years of industry experience, all of which have been with Edward Jones since 2008. Based in Highland Village, TX, he serves clients through the firm’s wealth management platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

John Friday is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 advisors and 15,100 branch offices.

Joseph Jones is a financial advisor with Edward Jones in Denton, TX, holding a Series 66 designation and 10 years of industry experience. He 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 is known for its extensive advisor and branch network, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Kyle Parkin is a CFP®-designated financial advisor with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following prior roles at Edward Jones and Fidelity Brokerage Services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Igor Maskov is a financial advisor with OSAIC in Lewisville, TX, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked at Signator Investors, Inc. for 24 years before joining OSAIC in 2018. Outside of his advisory role, he is involved in brokerage of group and health benefits and engages in fixed insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

David Gilmore is a CFP® professional with over 31 years of experience in the financial industry. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a director on the McMath Band Scholarship Foundation board and works as a radio color analyst for Lake Dallas football games. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristin Correro is a financial advisor at Edward Jones, holding a Series 66 designation with over nine years of experience. Her prior experience includes working at Faith Lutheran Church from 2014 to 2018. 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, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Christopher Barlow is a financial advisor at Edward Jones in Bartonville, TX, with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Edward Jones since 2016. Barlow also has experience with USAA Financial Planning Services and USAA Financial Advisors, Inc. outside of his advisory role, he is involved as a managing partner in a real estate rental LLC. 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 strategies, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated financial services.

Adam Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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 non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage and investment management services.

Gregory Lively is a financial advisor at Osaic with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked as a self-employed tax preparation and planning professional since 1992. Outside of financial advising, he owns a sole proprietorship providing tax preparation and planning services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm uses asset-allocation tools and risk assessment methods to construct diversified portfolios and supports multiple advisory platforms and third-party services.

Marvin Feldman is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has worked at LPL Financial since 2008 and previously spent five years at Valic Financial Advisors. 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 portfolios, third-party asset management, and institutional platforms.

James Johnson III is a financial advisor with LPL Financial in Highland Village, TX, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has worked at LPL Financial since 2009 and previously spent two years at Edward Jones. Outside of his advisory role, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services, including financial planning, model portfolios, and third-party asset management, with account management conducted primarily by investment adviser representatives using various strategic, tactical, and customized investment approaches.

Brett Bowles is a financial advisor at Stifel in Denton, TX, holding a Series 66 designation. He has professional experience outside the financial industry, including two years at Community Driving School and ten years with EMSISD. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and government entities. The firm offers brokerage and advisory services informed by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Fielder Whittington is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Outside of his advisory role, Whittington is active as a freelance drummer and a self-employed artist in Denton, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies.

Edmer Herrera Hernandez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. 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 offers non-discretionary services through Wealth Advisors, focusing on approved funds and strategies within a broader broker-dealer and banking organization.

Steven Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with tailored services that include investment recommendations, performance reporting, participant education, and plan benchmarking.

Michael Parkin is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is currently an investment committee member for the Pi Kappa Alpha Foundation and serves as a certified expedition leader for Choice Humanitarian, leading service expeditions internationally. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory solutions.

Brooks Bowman is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch for 15 years each, as well as at Uber. Bowman also operates Bowman Wealth Management as a 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 through a broad platform that includes financial planning, model portfolios, and institutional programs.