Sean Gingrich is a financial advisor with Edward Jones in Highland Village, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is listed as an owner of Ronnie Bills Pineapple Farm LLC, although the business is not active. 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 nationwide.

Michael Woods is a CFP® professional with 26 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Stocker Woods Financial, Inc. and Mutual Service Corporation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi‑billion dollar asset base and provides access to multiple platforms, third‑party advisers, and proprietary model strategies.

William Orbin Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 31 years of industry experience. His prior experience includes a decade at Wells Fargo Advisors Financial Network LLC and over eight years affiliated with Raymond James. He is also the owner of Orbin Wealth Management, a support company for financial services operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and analytical modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jarett Adair is a financial advisor with Edward Jones in Justin, Texas, holding a Series 66 designation and 17 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2013 to 2020. Outside of his advisory work, he serves as a board member representing District 7 for CoServ in Corinth, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Bradley Hinson is a CFP® professional with 12 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2014. He is also a trustee of Think Twice Ministries in Corinth, TX. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across various segments, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options under a fiduciary standard.

Clayton Hurlbut is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent five years at UPS. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

David Hesler is a financial advisor with LPL Financial in Flower Mound, TX, holding Series 63 and Series 66 registrations with 14 years of industry experience. Prior to joining LPL Financial in 2023, he worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Kendall Financial from 2015 to 2023. He is also the owner of Hessvestments LLC, a business entity used for tax and investment purposes. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

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.

Jeffrey Bottorff is a financial advisor with Charles Schwab & Co., Inc. He holds the Series 66 designation and has 26 years of industry experience. His prior roles include positions at Cetera Adviser Networks LLC, Kestra Financial Inc., and Level Four Advisory Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

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.

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 Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2020, following prior roles at Edward Jones and Fidelity Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

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.

Kelli Ludwinski is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 credentials. She has been with J.P. Morgan Securities since 2026 and has prior experience at Wells Fargo Bank and several other organizations including Hallmark and the University of North Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a centralized due diligence process.

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 with Edward Jones in Bartonville, TX, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. His prior work includes roles at USAA Financial Planning Services and Wells Fargo Clearing. Outside of his advisory work, he is involved as a managing partner in a real estate rental LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a comprehensive offering that includes discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Adam Miller is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and uses forward-looking capital market assumptions to build model asset allocations.

Leonard Chavez is a financial advisor with Edward Jones in Flower Mound, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2018, he worked at Dell Boomi and Verizon. Edward Jones is a full-service wealth management firm serving individual and institutional clients through an SEC-registered advisory program, with over $1 trillion in assets under management and a nationwide network of approximately 23,700 advisors. The firm offers a range of advisory strategies, affiliated mutual funds, and additional services including tax-efficient investing and securities-based lending.

Gregory Lively is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been self-employed since 1992. Outside of advising, he owns a tax preparation and planning business. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, delivered through multiple platforms and supported by a complex affiliate network.

Frank Rattan Jr. is a CFP®-credentialed financial advisor with Edward Jones, based in Flower Mound, TX. He has 20 years of industry experience and has been with Edward Jones since 2013. 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 provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.