Jeffrey Graves is a financial professional at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including FFEC Insurance Agency and First Financial Equity Corporation. Outside of financial services, he owns and operates a short-term vacation rental business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and unaffiliated managers.

John Wells is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1997. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Brian Bell is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2009. His prior experience includes roles at Mutual Service Corporation and American General Securities Incorporated. Outside of his advisory work, Bell is involved as a coach with FC Dallas Youth and the North Texas State Soccer Association. 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 portfolios, third-party asset management, and institutional platforms.

Brian Howell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Selvaraju Parimeru is a financial advisor with Equitable Advisors in Frisco, TX, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. He has been with Equitable Advisors since 2003, including its prior identity as Axa Advisors. Outside of advising, he is involved in real estate investment in India. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party and proprietary solutions, and provides services through a large network of Investment Adviser Representatives.

Ryan Hammer is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Equitable Advisors, AXA Advisors, and TD Ameritrade. Outside of his primary role, he is also involved with NFOCUS Financial Partners in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by a multi-advisor platform.

Latoya Johnson Arnett is a financial advisor at Edward Jones in Little Elm, TX, holding a Series 66 designation. She has four years of experience in the industry and previously worked for the School District of Palm Beach County for eleven years. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Sanjiv Shukla is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and possessing 23 years of industry experience. He has been with various Raymond James entities since 2007 and also worked at WFG Advisors, LP. In addition to his advisory role, Shukla is involved in the sale of disability and life insurance through an independent brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

David Thompson is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has held roles at several firms, including New York Life Insurance Company and Eagle Strategies. He is also president of a business that brokers non-registered insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and both discretionary and advisor-managed investment strategies.

Clyde Woolfolk Jr. is a financial advisor with Raymond James Financial in Denton, TX, holding a Series 63 license and bringing 46 years of industry experience. He has been with Raymond James and its affiliates since 1990 and has served in various roles including at Denton County Probate Court and the U.S. Coast Guard Auxiliary. Outside of his advisory work, he is involved in agricultural operations as a partner managing a family farm and serves as Chair of the Denton Downtown Tax Increment Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutional investors, and organizations. The firm utilizes risk profiling and analytical modeling to tailor non-discretionary planning and supports clients with a broad range of advisory programs and institutional consulting services.

Jeannette Dobbyn is a CFP®-designated financial advisor with 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Lucinda Clark is a financial advisor at Cetera with two years of industry experience and holds the Series 66 designation. She has held roles at Finchly Finance and Legacy Financial Advisors, where she served as Director of Operations. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients with a wide range of portfolio management and retirement services delivered through a large nationwide network of independent advisors.

Sean Gingrich is a financial advisor with Edward Jones in Highland Village, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is listed as an owner of Ronnie Bills Pineapple Farm LLC, although the business is not active. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Woods is a CFP® professional with 26 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Stocker Woods Financial, Inc. and Mutual Service Corporation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi‑billion dollar asset base and provides access to multiple platforms, third‑party advisers, and proprietary model strategies.

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.

Elijah Valtierra is a financial advisor with Wells Fargo Advisors in Frisco, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Dialpad for four years and spent one year in full-time education. Outside of his advisory role, he is involved with Mt Carmel Pyrotechnics LLC in Dallas, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Karey Rebello is a CFP® professional with eight years of industry experience, currently serving at Cambridge Investment Research Advisors since 2026. Prior to this, Rebello worked at IWG Investment Advisors LLC for five years and at LSF Capital LLC for two years. Outside of advising, Rebello is a 50% owner of LS Financial Group LLC, which holds a minority interest in an affiliated insurance firm. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, pension plans, and charitable organizations. The firm manages assets across multiple platforms, supporting discretionary and non-discretionary management alongside proprietary model 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.

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.