Mario Quintana is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Gateway One Lending and Finance for five years. Quintana holds a Series 66 designation. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jerome Ponzio is a financial advisor at Edward Jones in Frisco, TX, with 15 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, mutual funds, and trust services through a large nationwide network of financial advisors and branches.

Keith Rowland is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at WMA Securities, Inc. since 1994 and has been self-employed during that time. Outside of advisory work, he has been involved in life insurance sales and servicing and was nominated to serve as a director for a local homeowners association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Shanice Gayton is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2019 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Robert Vigus is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and also teaches college history as an adjunct professor at Collin College. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

James Farish is a financial advisor with Edward Jones in Frisco, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Daniel Hunt is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served nine years in the US Air Force and worked for twelve years at the University of Oklahoma Health Science Center. 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, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices across the U.S.

Camryn Mateo Carney is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, Carney worked at Charles Schwab in various capacities from 2021 to 2025 and also spent time at the Royal Bank of Canada and Kendra Scott. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Albert Aguilera is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Western International Securities, Inc. for six years and Wedbush Securities Inc. for thirteen years. Aguilera is also a licensed non-variable insurance agent. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jared Cole is a financial advisor at Raymond James Financial Services Advisors Inc. in McKinney, TX, holding a Series 66 designation and with 19 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2017. In addition to his advisory role, he is acting trustee of a family trust and serves as branch manager and financial advisor for Cole Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized services.

Jennifer Heckart is a Series 66-licensed financial advisor at Edward Jones in Frisco, TX, with 10 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she owns Easy Breezy Rentals LLC, a rental business based in Frisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jordan Fournier is a financial advisor with LPL Financial based in Prosper, TX, holding Series 63 and Series 65 designations and has nine years of industry experience. He has worked with LPL Financial and Thomson Investment Group since 2015. He is involved with Thomson Investment Group, Inc., an entity associated with 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 portfolio programs, third-party asset management, and institutional platforms.

Thomas Trump is a financial advisor with Cambridge Investment Research Advisors in McKinney, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Cambridge, he worked at Robinson Value Management, Ltd. and Bensboro Advisors, LLC. He is also a youth soccer coach for FC Dallas Youth. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options and proprietary model strategies, with documented business relationships that include professionals licensed in law and accounting.

Lori Vejil is a financial advisor at Edward Jones in McKinney, TX, holding Series 63 and Series 66 credentials with six years of industry experience. Her prior work history includes a role at T. Rowe Price and a brief period as a self-employed advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Aaron Francis is a financial advisor with Merrill in Frisco, TX, holding a Series 66 license and 18 years of industry experience. His prior roles include positions at UBS Financial Services, Scottrade, Inc., and Equitable Advisors. He serves as the executor of an estate and trustee for a living trust, managing assets and disbursing them according to the terms of the estate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, and institutional investors.

Warren Foreman Jr. is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Cetera and previously worked at Edward Jones for eight years. Outside of his advisory role, Foreman serves as an elected board member of the Dickinson State University Heritage Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Lloyd Woelfle is a CFP® with 50 years of industry experience, currently affiliated with Ameriprise in Frisco, TX. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Woelfle-Notman, LLC, a business that manages his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice through a centralized team working alongside advisors. The firm’s approach includes detailed retirement income recommendations focused on income sources and tax-efficient withdrawal strategies within an investment framework influenced by its affiliated product ecosystem.

Tyler Dempster is a CFP® professional with nine years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has prior experience with Securities America Advisors. Outside of his advisory role, he is involved in financial education as a presenter and author. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of strategies and platform options tailored to client objectives.

Brad Novotny is a financial advisor with Edward Jones, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated services, and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.