Pamela Densmore is a financial advisor with CWM, LLC in Stephenville, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her prior roles include positions at BMY Wealth, Summit Financial & Insurance Services, OSAIC, Sagepoint Financial, Cetera Advisor Networks, and Girard Securities. CWM, LLC is an SEC-registered investment adviser serving a diverse clientele including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary management using model portfolios supported by an Investment Committee and combines multiple investment strategies and tools, with a particular focus on retirement plan and institutional services.

James Sullivan is a CFP® with six years of industry experience, currently advising at CWM, LLC in Stephenville, TX. His prior experience includes roles at BMY Wealth Management, PlainsCapital Bank, Bank of America, and Merrill. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm uses discretionary management with model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customizable tools, offering a broad range of investment and retirement plan services.

Sarah Billings is a financial advisor at CWM, LLC with a Series 65 designation and over four years of industry experience. Her previous roles include positions at Cetera Advisor Networks and Texas Workforce Commission. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan solutions.

Blake Salter is a financial advisor at Edward Jones in Stephenville, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Owens Corning, Commercial Metals Company, Gerdau, and American Trailer World. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Bland Harper is a financial advisor at Edward Jones in Stephenville, TX, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Paige Pratt is a Series 66-licensed financial advisor with Edward Jones, having four years of industry experience. She has worked at Edward Jones since 2018 and has prior experience in education and real estate. Pratt is also a member of Old Vicksburg Cotton Exchange, LLC, which manages rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Damon Elvington is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to his financial services career, he held positions at General Nutrition Center, Texas A&M University-Corpus Christi, and HGC Residential Development. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jaron Barrington is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2022, he spent 16 years affiliated with Walnut Ridge Baptist Church. Outside of his advisory work, Barrington is involved as a part-time music director and worship leader at First Baptist Church Granbury and performs as a singer and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Tri Hoang is a financial advisor at Thrivent Investment Management based in Granbury, TX. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to his current role, he worked at Verizon and has experience in various service and fitness industry positions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients. The firm provides written recommendations across multiple planning areas and allows clients to combine planning with managed accounts through its WealthPlan option.

Bradley Horry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has prior experience at FarmOp Capital and Lone Star Ag Credit. Outside of his advisory work, he owns a farm operation focused on recreational performance horses and roping cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial solutions, supported by a large nationwide network of advisors and branch offices.

Mariah Griffith is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has prior work experience with Equitable Advisors and Orexo US. Outside of her advisory role, she teaches Reiki classes related to holistic healing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary model.

Dustin Paterson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2019, as well as operating the Dustin Paterson Insurance Agency and involvement with Temecula Motorsports and Gold Seal Products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework when recommending strategies. The firm operates within the broader J.P. Morgan organization, offering a range of product types including security-based swaps and futures.

Taylor Mobly is a CFP® and holds a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014, working in Granbury, TX. Outside of his advisory role, he serves as Vice President of Mobly Management LLC, a property management LLC. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anthony Mobly is a financial advisor with Edward Jones in Granbury, TX, holding CFP®, Series 63, and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he serves as a high school sports official in Granbury. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network, offering discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Chad Carroll is a financial advisor at Edward Jones in Granbury, TX, holding a Series 66 license and with 18 years of industry experience. He has been with Edward Jones since 2008. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Dane Everett is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, and Merrill. Outside of his advisory role, he is co-owner of B-E The Right Club LLC, a real estate business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with specific asset criteria, combining research and modeling with tailored recommendations delivered by a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Virg Thomas is a financial advisor at LPL Financial with the Series 66 designation and four years of industry experience. He previously worked at Ameriprise Financial Services and held roles in healthcare companies before entering the financial sector. Outside of his advisory work, he is involved with Thorp Spring Enterprises, LLC, a real estate rental business. 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 financial planning and investment management services through a large network of advisors and employs a variety of strategic and tactical approaches, supported by technology tools.

Aaron Hecker is a Series 66-registered financial advisor with Edward Jones in Granbury, TX, where he has worked since 2011. He has 14 years of industry experience. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carrie Bellamy is a Series 66 licensed financial advisor with Edward Jones in Granbury, TX, with 16 years of industry experience. She 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Timothy Riley is a financial advisor with Ameriprise in Glen Rose, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Avantax Advisory Services, Avantax Insurance Services, H&R Block, and Real Estate Solutions. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, supported by a centralized retirement-income consulting team.