Stephanie Woehr is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience, including prior roles at Regions Bank and a 15-year involvement with Madeline's Interiors. Outside of her advisory work, she serves as a volunteer on the Financial Advisory Council for St. Vincent de Paul Catholic Church in Arlington, TX, assisting with the church’s financial oversight. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jeffery Buttgen is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Tiffany Price is a financial advisor with Primerica Advisors in Grand Prairie, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joshua Mayo is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize the benefits their companies offer and supports them in working towards their financial goals. Prior to his current position, he served as a Workplace Planning Consultant at Fidelity from 2022 to 2023. His professional experience centers on benefits and financial planning within the workplace. Outside of his professional responsibilities, Joshua has personal interests in bowling, comedy, movies, and yoga.

Victoria Llanes is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. She previously worked at Advancial FCU from 2016 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the U.S.

Timothy Rice is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Waddell & Reed, Inc. and various insurance carriers for 25 years. Rice has been involved in nonprofit activities, including the Timothy Spencer Rice Scholarship Fund since 1996 and the Miss South Carolina Scholarship Organization since 2010. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Margaret Capehart is a CFP®-certified financial advisor with Ameriprise in Arlington, TX, and has 23 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity focused on practice management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Leslie Valdelamar is a financial advisor with Ameriprise in Arlington, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Ameriprise in 2026, Leslie worked at Florida Financial Advisors and Trinity Wealth Securities. Outside of financial services, Leslie has experience with educational organizations including Scoot Education and Kokua Education, as well as involvement with Pet Chatter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with 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.

Martin Flahive is a financial advisor with Charles Schwab, holding CFA®, Series 66, and Series 63 designations and 16 years of industry experience. His prior roles include positions at GM Financial, Kestra Investment Services, UBS Financial Services, and 1st Global Advisors. Outside of his advisory role, he has managed a real estate investment entity, M77 Principled Investments LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Richard Hancock is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments, Inc. since 2008 and Primerica Financial Services since 2001. Outside of advising, Hancock is the owner of Tapenvy.US, LLC and serves as treasurer and co-founder of Devs for Change Inc., a nonprofit organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and has a tiered wrap-fee structure with ongoing oversight of its model portfolios.

Russell Clark is a financial advisor with Edward Jones in Waxahachie, TX, holding the Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Jordan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Regions Bank and Cetera since 2013. Outside his advisory role, he is a part owner of MJD Enterprises LLC and invests in StackPath, LLC, a security platform company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.

Cady Lake is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Arlington, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to his current roles, he spent 15 years with Raymond James & Associates and has been with ZCS Wealth Management since 2021. Outside of his advisory work, Lake plays the organ and occasionally sings with the choir at St Mary the Virgin Catholic Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary advisory services using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeffery Trentham is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million 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.

Jennifer Wisdom is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2007 in various capacities. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Robin Webb is a financial professional with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His previous experience includes roles at Coble Cravens Investments and Insurance and Eagle Financial Group. Outside of finance, Webb serves as a vice-president and instructor at Texas Baptist Bible College, is a board member of Beech Mountain Bible Conference, and works as a high school baseball umpire. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with more than 10,000 advisors and $256 billion in assets under management.

Kyle Shelton is a financial advisor with Edward Jones in Mansfield, TX, holding the CFP® designation and Series 66 license. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is associated with Shelton Design Group, LLC, a graphic design business co-owned by his wife. Edward Jones is a wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm offers a range of advisory services and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Vernon Folks is a CFP® certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as the Music Director at Ewing Avenue Baptist Church in Dallas, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

Wess Winn is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in law enforcement for over 17 years with the Waxahachie Police Department and Ellis County Sheriff's Office. Winn also operated a Christmas light installation business for nearly two decades. 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 strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Tre Carruthers is a financial advisor with Ameriprise in Grand Prairie, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Carruthers serves as an elder on the board of directors at Concord Church and is involved in managing his own advisory practice through a separate management company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.