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 the Series 63 and Series 66 licenses and has worked within Wells Fargo-affiliated firms since 2016. Outside of her advisory role, she works as a server at a Buffalo Wild Wings restaurant. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients meeting certain net-worth criteria, utilizing Wells Fargo research and proprietary tools to develop recommendations delivered through meetings and client summaries.

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.

Kristin Correro is a financial advisor at Edward Jones in Oak Point, TX, holding a Series 66 designation. She has been with Edward Jones since 2018, accumulating six years of industry experience. Prior to joining Edward Jones, she worked with Faith Lutheran Church for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Antonio Aguilar is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities, including Strategic Advisers Inc. since 2003. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

Amy Wang is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America Merrill Lynch and JPMorgan Chase Bank. Outside of her advisory role, she is a sole owner of a rental property business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Christopher Barlow is a financial advisor at Edward Jones in Bartonville, TX, with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Edward Jones since 2016. Barlow also has experience with USAA Financial Planning Services and USAA Financial Advisors, Inc. outside of his advisory role, he is involved as a managing partner in a real estate rental LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated financial services.

Veronica Murillo is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. She has worked at LPL Financial since 2009, with additional experience at FIT Money, Lyft, and Truine Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting services through a national network of investment adviser representatives.

Adam Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage and investment management services.

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 the Series 63 and Series 65 licenses and has worked as a self-employed tax preparation and planning professional since 1992. Outside of financial advising, he owns a sole proprietorship providing tax preparation and planning services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm uses asset-allocation tools and risk assessment methods to construct diversified portfolios and supports multiple advisory platforms and third-party services.

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.

Marvin Feldman is a financial advisor with LPL Financial in Double Oak, TX, holding a Series 63 designation and bringing 47 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios from internal and third-party sources, and provides both discretionary and non-discretionary management options.

Yash Ajmeri is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., Bank of America N.A., and Merrill. J.P. Morgan Securities provides institutional consulting services to 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 operations with brokerage and investment management capabilities.

James Johnson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at LPL Financial since 2009. Outside of his advisory role, he also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Brett Bowles is a financial advisor at Stifel in Denton, TX, holding a Series 66 designation. He has professional experience outside the financial industry, including two years at Community Driving School and ten years with EMSISD. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and government entities. The firm offers brokerage and advisory services informed by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.