Michael Woods is a CFP® with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Denton, TX. He has worked at Cambridge since 2009 and previously spent 10 years at Stocker Woods Financial, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

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.

Duane Hederich is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various entities within Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and also acts as a commodity pool operator registered with the CFTC.

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 at Charles Schwab with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Adviser Networks LLC and Kestra Financial Inc. His current role at Charles Schwab began in 2018. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a centralized supervisory and custody infrastructure.

Jan Valecka is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at LPL Financial since 2005 and was previously with Morgan Stanley DW Inc. for 17 years. Valecka serves as an industry arbitrator for the NASD Board of Arbitrators in addition to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across diverse asset classes.

Philip Crow is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. His career includes prior roles at Hornor, Townsend, and Kent, Inc., Northwestern Mutual Investment Management, and other firms. He also serves as a Compliance Officer for Mainspring Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dedrick Adell is a financial advisor with LPL Financial, holding the ChFC® designation and over 16 years of industry experience. His prior career includes roles with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual, New York Life, and Prudential. He is also a member of the Board of Trustees at the Friendship Baptist Church of The Colony, where he participates in ministry and church business affairs. 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, and institutional platforms, supported by advanced research and operational tools.

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.

John Friday is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 advisors and 15,100 branch offices.

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 CFP®-designated financial advisor with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following prior roles at Edward Jones and Fidelity Brokerage Services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Igor Maskov is a financial advisor with OSAIC in Lewisville, TX, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked at Signator Investors, Inc. for 24 years before joining OSAIC in 2018. Outside of his advisory role, he is involved in brokerage of group and health benefits and engages in fixed insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

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 at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Wells Fargo Bank and JPMorgan Chase Bank, N.A. She has also been involved with Cross Timbers Church in a non-investment capacity. 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 to guide fund and strategy recommendations.

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.