Jennifer Gomez is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Thrivent Investment Management and Thrivent Financial, where she has been since 2020. Prior to that, she worked at Ameriprise Financial Services and Hilltop Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account services while keeping the two service offerings separate.

Obioma Iwueke is a financial advisor at Edward Jones with credentials including the Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Obioma worked at Willis Towers Watson and Moneybarn Ltd, and spent nine years at Zenith Bank Plc. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jerome Davis is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Robinhood Markets, Wells Fargo Clearing, Raymond James & Associates, and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans without discretionary trading authority, and combines planning with managed-account programs through its WealthPlan option.

Jeremiah Hipo is a financial advisor at Edward Jones, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community Life Church and spent eleven years with Rockwall ISD. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jacob Andrade is a financial advisor with Charles Schwab & Co., Inc. He holds a Series 66 designation and has been with Charles Schwab since 2026. Prior to joining Schwab, he completed his education at Baylor University and has diverse experience outside the financial industry. 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 combination of non-discretionary advisory relationships alongside discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Starla Howell is a CFP®-certified financial advisor with Edward Jones in Rockwall, TX, and has 10 years of industry experience. She has been with Edward Jones since 2015. Her other business activities include client education and retirement planning. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Scott Anderson is a financial advisor with Edward Jones in McKinney, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United Rentals for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of advisors and branch offices.

Brandon Bartels is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, Merrill, and Bank of America. Prior to his financial services career, he held positions with the Department of Family and Protective Services in Texas and various roles in city government. 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 delivers its services through a select group of Wealth Advisors on a non-discretionary basis, with clients retaining final decision-making authority.

Lauren Greer is a CFP® and holds a Series 66 license, currently serving as an Investment Advisor Representative with Cambridge Investment Research Advisors. She has one year of industry experience and previously worked at Cypress Point Wealth Management, Feedonomics, and other firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of portfolio management approaches tailored to client objectives.

Dylan Allensworth is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he owned and operated ALL-SERVE Spray Foam Insulation, LLC, managing operations including sales, inventory, and business administration. Dylan’s background also includes roles in the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies alongside affiliated funds and other financial services.

Jennifer Owens is a Series 66 licensed financial advisor at Edward Jones in Rockwall, TX, with two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Bare Dermatology and Arbor Diagnostics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Paula Hunt is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and having 10 years of industry experience. She 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Fragnito is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at J.P. Morgan Securities, Wells Fargo, and Prospera Financial Services. Outside of his advisory work, he is the founder of ThePoliticalMinds.com, focused on political theory and commentary, and serves on the advisory board for University of California Riverside Extension. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers multiple investment implementation platforms, proprietary and third-party strategies, and incorporates both discretionary and non-discretionary management tailored to client objectives.

Austin Snyder is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Point Bank. He is based in Wylie, Texas. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Makenna Wagoner is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and owns a retail business called Magic & Whimsy - Cozy Creations. Wagoner also serves on the boards of L.E.I. Community Outreach and the NEDC Kiwanis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brianna Field is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Crayon and McAfee. Outside of financial advising, she is a partner in a beauty retail business where she promotes and posts social media for affiliate products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Marco Fragnito is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC, Cutter and Company Brokerage, Inc., and Prospera Financial Services, Inc. He is also the Managing Principal of MCF Capital Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Caleb Parsley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in sales and hospitality. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, combining extensive resources with a large network of investment adviser representatives.

Eugene Swank is a financial advisor with LPL Financial in Garland, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2007, following a brief tenure at Edward Jones. Outside of his advisory work, he is involved with Westland Financial Services Inc, a non-variable insurance business. 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 financial planning and asset management services utilizing both proprietary and third-party strategies across various platforms.

Brandon Baker is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Thrivent Financial. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary advisory model.