E Lawrence Smith is a CFP® professional with 18 years of industry experience, currently advising at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for 14 years. Smith is also president of ELS Vision Wealth Management, PLLC, where he offers commission-based group benefits and various insurance products. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment types and supports both discretionary and non-discretionary account management.

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® certificant with 28 years of experience in the financial industry. He has been with Edward Jones since 2013. Outside of his advisory work, he is the owner of a rental property in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

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 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups providing opinions on financial topics. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Saul Onyeuku is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 35 years of industry experience. Before joining LPL Financial in 2018, he worked at Royal Alliance Associates and Signator Investors. He is also associated with Onyeuku Wealth Strategies, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with access to multiple investment strategies and technologies.

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, holding Series 65 and Series 63 designations and possessing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Mendoza is also the author of "Skinny People Don't Understand" and manages Mendoza & Mendoza, LLC, which is related to his investment business. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm offers advisory services predominantly via model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Lincoln Financial Advisors Corporation and Primerica. Outside of his advisory work, he is involved with ELS Vision Wealth Management, where he serves as an agent for equity indexed annuities and life insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable clients through a large network of advisors, offering integrated financial planning, investment advisory services, and access to multiple third-party money managers and managed account platforms.

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 financial advisor with Edward Jones in Desoto, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a woodworking and metalworking hobby business and serves as a board member of Every Heart Ministries, LLC, as well as a financial committee member at Eastridge Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated services, supported by a large national network of financial advisors and branch offices.

Nicholas Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as president of the Waxahachie Letter Jacket Group, which supports local students by providing funds for their letterman jackets, and he coaches a tennis team. 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 nationwide network of financial advisors and branch offices, and provides additional capabilities such as affiliated mutual funds and securities-based lending.

Paul Colwell is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is based in Waxahachie, TX, and serves as a financial advisor at the firm. Outside of his advisory role, Colwell is the managing member of Bluebonnet BBQ Texas LLC and serves on the board of directors for the Historical Society of West Point; he has also held leadership roles with the West Point/Tri Rivers Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Ra Shad Adkison is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked in various roles within J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. prior to his current position. Outside of his advisory work, he also works as an Amazon Flex delivery contractor. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

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.

Jody Madding is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and 13 years of industry experience. Madding has been with Edward Jones since 2012. Outside of advisory work, Madding is a financial contributor to Beaver Bash LLC, a local business based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Larry Robinson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with various divisions of JPMorgan Chase since 2005. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Collins is a financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at First State Bank of Rice from 2015 to 2021. He serves as a board member of the Ennis Education Foundation, a volunteer role supporting local schools. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.