Sean Boulger is a financial advisor at Edward Jones in Rowlett, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. Sean has also worked in emergency medical services with Acadian Ambulance Service and Champion EMS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

George Taggart is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at US Health Advisors, David McDavid Lincoln, and Olathe Ford Lincoln. Outside of his advisory work, he is involved in community sports as the chief umpire for youth baseball and softball and owns a trailer rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services supported by a large network of advisors and branch offices nationwide.

Justin Dollins is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Edward Jones and Crux Wealth Advisor. Outside of his advisory work, he is CEO of two support companies, 3:23 Advisors and JD Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad advisor network with tools that include risk profiling and probability modeling.

Marcia Hackett is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at USAA Financial Advisors, USAA Investment Management Company, and a period as a self-employed advisor. Outside of advising, she is an owner of a real estate investment property used for short-term vacation rentals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure to serve a large client base.

Minh Doan is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Artesian Young is a financial advisor at Vanguard Advisers with a Series 66 designation and approximately one year of industry experience. Prior to joining Vanguard Advisers, Young held roles at firms including Charles Schwab, Bank of America, and Ameriprise Financial Services. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach focused on personalized asset allocations and portfolios largely constructed from Vanguard funds and ETFs.

Tasha Cunningham is a Series 66-licensed financial advisor with Edward Jones in Garland, TX, with two years of industry experience. Prior to joining Edward Jones, she spent 12 years at Farmers Insurance Group. Outside of her advisory role, she operates a home bakery, Sweet T's Treats, as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Joseph Alfinito is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Summit Financial Group. Alfinito is also a CPA with longstanding involvement in tax preparation and accounting through his own practice. 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.

Kelly Connel is a financial advisor at Edward Jones in Rockwall, TX, holding the CFP® and Series 66 designations with 10 years of industry experience. Connel has worked exclusively with Edward Jones since 2016. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Brokaw is a CFP® with 21 years of experience in the financial industry, currently serving clients at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. 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 range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Justin Guerra is a financial advisor with J.P. Morgan Securities in Garland, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and at JPMorgan Chase Bank from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Ryan Adams is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. and operates a sole proprietorship focused on property, casualty, life, disability, and long-term care insurance support. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features model-based asset allocation, portfolio optimization, and a range of tailored investment programs.

Jonathan Lopez is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2020, he worked at E*TRADE Capital Management and E*TRADE Securities from 2015 to 2020. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Dante Colmenares is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Fidelity Brokerage Services, Charles Schwab & Co., and Mutual of Omaha Investor Services. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to personalize asset allocations and offering portfolios constructed mainly from Vanguard funds and ETFs.

Samuth Ean is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. He previously worked at EP Wealth Advisors, Inc. and Ballou Plum Wealth Advisors LLC, and has served as Chief Financial Officer for Hometown Capital since 2020. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing both proprietary and third-party strategies.

James Williams IV is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services since 2011. Outside of his advisory role, Williams is also active as a vocalist and actor on a part-time basis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized programs for municipal advising and SIMPLE IRA consulting.

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 at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America before joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.

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.

Loren Dean Mims is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously served in the US Navy for 11 years. His prior work experience includes a role at Global Dimensions LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Ramon Gaytan is a financial advisor with J.P. Morgan Securities in Mesquite, TX, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Bank of America, Merrill, and multiple tenures at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm integrates quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.