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.

Vijeran Zrile is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2014. 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.

David Cubbage is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. Based in Pantego, TX, he also has involvement with United Production Partners related to mineral royalties. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering a variety of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Stephanie Reese is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Equity Trust Company and co-managed GO! Dance & Gymnastics Studios and GO! Academy. Outside of her advisory role, she serves as Vice-President of The Reese Corporation, assisting with monthly bill payments, account reconciliation, and tax preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charities. The firm offers a range of investment advisory strategies and operates a nationwide network of advisors and branches, providing services under a fiduciary standard.

Robert Mastin V is a financial advisor with Edward Jones in Desoto, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a woodworking and metalworking hobby business and serves as a board member of Every Heart Ministries, LLC, as well as a financial committee member at Eastridge Baptist Church. 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, investment strategies, and affiliated services, supported by a large national network of financial advisors and branch offices.

Quyen Cao is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Cao worked at Bank of America/Merrill Lynch for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s investment approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework for recommending strategies.

Richard Kelly II is a financial advisor with Edward Jones in Mansfield, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a partner in a rental property business. 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. The firm offers a wide range of advisory programs and investment strategies, 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.

Nathaniel Sizer is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers its services on a non-discretionary basis.

Joseph D'agostino is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill for ten years before joining J.P. Morgan in 2025. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Charles White is a financial advisor with Osaic Wealth, Inc. in Arlington, TX. He holds the ChFC® and Series 63 designations and has 49 years of industry experience, primarily with Lincoln Financial Advisors Corporation before joining Osaic in 2025. In addition to his advisory role, he is an insurance agent offering fixed insurance products, including annuities and various types of life and health insurance. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, employing various portfolio construction tools and offering access to multiple investment platforms and third-party money managers.

David Sykes is a financial advisor at Edward Jones in Alvarado, TX, holding a Series 66 designation with 12 years of industry experience, all at Edward Jones since 2014. Outside of his advisory role, he coaches the varsity basketball team at The Canterbury Episcopal School and owns Sykes SWAG, a sports consulting business focused on event organization and youth sports coaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, maintaining over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Timothy Mebane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2003 and previously spent 10 years at Waddell & Reed. He is also involved in Mebane Financial Services, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Jeffrey Teneyck is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Primerica Financial Services, Transamerica Financial Advisors, World Financial Group, and Printpack Inc. Outside of advising, he has been involved with Balfour Publishing for over three decades. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional portfolio management.

Daniel Aguirre is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America, Fidelity Investments, FedEx, and several years at T-Mobile. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yolanda Dixon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Primerica Advisors in 2021, she worked at AT&T for 23 years. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Jonathan Pope is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of advising, he is involved in a farming LLC established to hold hunting property for personal use. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diversified client base, including individuals, institutions, pension plans, and charitable organizations, and offers a range of financial planning and consulting services through multiple portfolio management styles and affiliated research.

Joshua Benson is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. Joshua has been with Fidelity Investments since 2019, progressing through roles including Client Services Representative, Investment Solutions Representative, Investment Management Consultant, and currently serving as a Benefits & Planning Consultant. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Advisors from 2020 to 2021.

William Brown is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Sanctuary Advisors, Ameriprise Financial Services, Cetera Advisor Networks, Tower Square Securities, and Merrill. He is involved with Gladstone Wealth Partners, an entity related to his LPL business. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Terri Dirba is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Edward Jones since 1999. She holds a Series 63 license and is based in Grand Prairie, TX. Outside of her advisory role, Dirba has worked seasonally as floor staff for TNT Fireworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.