Shannon Young is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. She has worked at PNC since 2021 and previously held roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., Compass Bank, and BBVA Compass Insurance Agency, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm employs algorithm-driven model selection and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Dylan Ripley is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Commonwealth in 2022. Ripley is a co-owner of Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Angel Santiago is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has seven years of industry experience, previously working at Edward Jones, Raymond James Financial Services, and Extraco Wealth and Trust. Outside of his advisory role, Santiago has been an independent distributor for 4Life Research since 2004. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing, while supporting advisors with compliance and practice management services.

Patricia Wilder is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with CWM, LLC and has previously worked at Edward Jones and LPL Financial. Wilder volunteers with the Dripping Springs Lions Club, where she mentors children and performs eye exams. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing accounts discretely with model portfolios and a combination of fundamental and technical analysis.

Troy Bennett is a financial advisor with Independent Financial Group, LLC in Temple, Texas, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Independent Financial Group since 2010, with prior experience at Ameritas Investment Company, LLC and Carillon Investments, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm uses a combination of firm- and third-party investment models, strategic asset allocation, and ongoing portfolio monitoring across various risk profiles.

Gabriel Logsdon is a financial advisor at SPC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of finance, he serves as the senior pastor and president of the board of directors at Calvary Chapel Temple in Temple, TX, and is involved in family agricultural businesses. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options along with co-advisor arrangements with third-party managers.

Todd Vincent is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Commonwealth in 2022. Outside of his advisory role, Vincent is involved in managing several business ventures, including co-ownership of a wedding venue in Gatesville, TX. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.

Tyler Vincent is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth in 2026, he held various roles including at Cedarwood Financial Partners and multiple business ventures such as The Vincent Homestead and Paramount Wastewater Solutions. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Kevin Meyer is a CFP® professional with 16 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has prior experience with LPL Financial and Waddell & Reed, Inc., among other firms. Meyer is also involved in an investment-related business operating as SP Meyer & Co, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with hundreds of advisory representatives and utilizes various portfolio management strategies and technology platforms to support client needs.

Julian Tahimik is a financial advisor with PNC Wealth Management, holding a Series 66 designation and five years of industry experience. Prior to joining PNC Investments in 2025, he worked at First Command Insurance Services and related entities from 2019 to 2025 and has served as a Budget Control Officer in the Texas Army National Guard since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses approved model investments managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Steven Loos is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. He has a background that includes nearly three decades in the U.S. Army and tenure at First Command-affiliated firms since 2018. Loos serves as a board member for the Knights of Columbus in Temple, TX. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by centralized teams using model portfolios and approved third-party managers.

Jacklyn Lackey is a Series 66 credentialed financial advisor with 15 years of industry experience. She is currently with Goldman Sachs Wealth Services, where she has worked since 2014 in two separate periods, and has prior experience at The Ayco Company, L.P./Mercer Allied and Wells Fargo Clearing. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate participants, executives, and institutional clients. The firm combines financial planning and portfolio management with specialized programs and access to alternative investments, utilizing strategic allocation models and both discretionary and non-discretionary implementations tailored to client objectives.

Thomas Howell Jr. is a Certified Financial Planner® with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

John Connolly is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds a Series 63 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Pauline Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with LPL Financial since 2003. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and third-party research to provide discretionary and non-discretionary management options.

Donny Hyden Jr. is a financial advisor at Edward Jones in Temple, TX, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, while operating under a fiduciary standard.

Eric Prall is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a comprehensive range of advisory, brokerage, and insurance solutions through its large institutional platform.

Douglas Weisbruch is a financial advisor at Edward Jones in Temple, Texas, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Weisbruch is involved in his community as a music leader for Saint Luke Catholic Church and serves on the church’s finance council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Christine Kianes is a financial advisor with Edward Jones in Temple, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she serves as a board member for Destiny Preparatory Academy, a charter school startup in the Waco, TX area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and supports a large network of advisors and branch offices nationwide.

Brittney Harper is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked previously at Agia, Valic Financial Advisors, Bell County Tax Appraisal District, and Edward Jones. Harper serves on the Board of Directors and acts as Treasurer for the Rogers ISD Theater Booster Club. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers recommendations through a centralized consulting team and integrates algorithmic tools alongside advisor oversight.