Ronald Newlin is a financial advisor with LPL Financial in Lancaster, Texas, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2017 and has been with LPL Financial and Neighborhood Credit Union since 2017. 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 financial planning and asset management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Teresa Pena Moreno is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with both Merrill and Bank of America since 2016. Outside of her advisory work, she is a co-owner of a family-run rental property business and is involved in a trucking business that is currently inactive. Merrill, together 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 offers model-based and discretionary strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

E Lawrence Smith is a CFP® with 18 years of industry experience, currently serving at Osaic since 2025. He previously spent 14 years at Lincoln Financial Advisors Corporation. Outside his advisory role, he is president of ELS Vision Wealth Management, offering commission-based insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, and institutional clients, providing both brokerage and advisory services. The firm employs a model-based investment process with multiple program options, supported by a complex affiliate network and private-equity ownership.

Kelly Dlabaj is a financial advisor with Edward Jones in Waxahachie, TX. She holds a Series 66 designation and began her financial advisory career in 2025 after 11 years at IBM. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branches.

Barry Moore is a CFP® professional with 29 years of experience in the financial services industry. He has worked at Edward Jones since 2007, with a two-year period leading Moore Financial Freedom, LLC. Moore is based in Waxahachie, TX. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jacob Colwell is a financial advisor with Edward Jones in Red Oak, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with the Waxahachie Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Charles Burch Jr is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has worked with Avantax Advisory Services and The Burch Financial Group LLC, among other roles. Outside of advising, he serves on the boards of the Black Roller Skating Federation and its charitable arm, BRSF S.K.A.T.E., and manages the Chuck Burch Scholarship Fund, which raises money for college-bound children. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various portfolio management approaches, including model portfolios, third-party managers, and custom strategies.

Timothy Venters is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked in various Fidelity divisions since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and engages in advisory work for multiple registered investment companies.

Saul Onyeuku is a financial advisor with LPL Financial in Red Oak, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and Securities America Advisors. He also operates Onyeuku Wealth Strategies, a business associated with his LPL practice. 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 broad range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Esmeralda Limon is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is currently based in Dallas, TX. 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Mendoza is a financial advisor with Primerica Advisors in Red Oak, Texas, holding Series 65 and Series 63 credentials and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Mendoza is the author of the book *Skinny People Don't Understand* and is a managing member of Mendoza & Mendoza, LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based investment strategies developed by third-party managers and supports accounts through BNY Mellon Advisors and Pershing custody services.

Ivan Rodriguez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously held roles at Bank of America, JPMorgan Chase, and Security Service Federal Credit Union. Outside of his advisory work, Rodriguez owns and operates an online sales business, Bluxisyu LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marion Hostetler is a Series 66-licensed financial advisor with Edward Jones in Red Oak, TX, with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved with an art business in Ovilla, TX, focused on creating and selling artwork. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Mario Walker Sr. is a financial advisor at OSAIC in Dallas, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, PFS Investments Inc., and Primerica. Outside of his advisory work, he is an agent involved in the sale and service of equity indexed annuities and life insurance products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a range of strategies from discretionary UMA to third-party manager selections.

Lance Gary is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for the Forney Independent School District from 2012 to 2017. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Robert Mastin V is a Series 66 licensed financial advisor with Edward Jones in Desoto, TX, where he has worked since 2011, accumulating 15 years of industry experience. Outside of his advisory role, he engages in woodworking and metalworking as a hobby and serves as a board member of Every Heart Ministries, LLC, as well as a financial committee member for Eastridge Baptist Church. Edward Jones is a full-service wealth management firm serving 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.

Nicholas Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and having 21 years of industry experience, all with Edward Jones since 2005. He serves as president of the Waxahachie Letter Jacket Group, an organization that supports special students by providing funding for Letterman jackets, and also coaches a tennis team. 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 under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors.

Paul Colwell is a financial advisor at Edward Jones in Waxahachie, TX, holding the CFP® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Colwell is the managing member of Bluebonnet BBQ Texas LLC and serves on the board of the Historical Society of West Point. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices across the country.

Ra Shad Adkison is a financial advisor with J.P. Morgan Securities in Desoto, TX, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan Securities, Adkison worked at Verizon Wireless and Farmers Insurance Exchange. Outside of the financial industry, he works as a delivery driver for Amazon Flex on a part-time basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Jason Crenshaw is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He operates a hobby farm in Ferris, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors that supports more than four million clients across individual and institutional segments. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.