Gary Booth is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. His prior experience includes over a decade at Raymond James Financial Services Advisors and an earlier tenure at LPL Financial. Outside of advising, he is CEO of an accounting firm and serves as a board member for Bancroft Bag, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and notable scale in non-advisory financial services.

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.

Camilla Fuller is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors since 2021, with prior roles at Wells Fargo Clearing, Signal Securities, and TD Ameritrade. Outside of her advisory work, Fuller is employed as a restaurant server at Buffalo Wild Wings in Lewisville, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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 Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2020, following prior roles at Edward Jones and Fidelity Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Igor Maskov is a financial advisor at OSAIC with 32 years of industry experience. He has held positions at OSAIC since 2018 and previously worked at Signator Investors, Inc. for 24 years. Additionally, Maskov is involved in fixed insurance sales and health and group benefits brokerage. OSAIC Wealth serves a wide range of retail and institutional clients through a large multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers multiple investment and lending 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.

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.

Antonio Aguilar is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Strategic Advisers Inc., Fidelity Brokerage Services LLC, and Fidelity Personal and Workplace Advisors prior to joining Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a distinctive role in advising multiple registered investment companies and utilizing AI-driven methodologies.

Amy Wang is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America Merrill Lynch and JPMorgan Chase Bank. Outside of her advisory role, she is an owner of a rental property business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Barlow is a financial advisor with Edward Jones in Bartonville, TX, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. His prior work includes roles at USAA Financial Planning Services and Wells Fargo Clearing. Outside of his advisory work, he is involved as a managing partner in a real estate rental LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a comprehensive offering that includes discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Veronica Murillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. Her prior work includes roles at FIT Money, LLC, Lyft, Truine Network, and Banc of America Investment Services, Inc. She is based in Frisco, TX. 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, and institutional platforms, supported by a broad network of more than 22,800 advisors.

Adam Miller is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and uses forward-looking capital market assumptions to build model asset allocations.

Eddie Dixon III is a financial advisor at Edward Jones in Frisco, TX, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both 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 under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Gregory Lively is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been self-employed since 1992. Outside of advising, he owns a tax preparation and planning business. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, delivered through multiple platforms and supported by a complex affiliate network.

James Yoo is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. He is currently with Edward Jones in Frisco, TX, where he has worked since 2025. Prior to joining Edward Jones, he held positions at Fidelity Investments, CitiGroup, and Fidelity Personal and Workplace Advisors. 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 strategies supported by a large nationwide network of financial advisors.

Roslyn Smith is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.