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.

Glenda Williams is a financial advisor with Edward Jones in Granbury, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her work history includes roles at JPMorgan Chase and Knieper Real Estate, as well as involvement in a martial arts program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

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.

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.

Michael Mcgowan is a financial advisor at Ameriprise Financial Services with 25 years of industry experience. He holds a Series 66 designation and has worked in various capacities at Ameriprise and its predecessor firms since 2001. Outside of his advisory role, he serves as president of SEMJR, Inc., a corporate entity unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Byron Cox is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he assists his spouse with managing a family property LLC on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

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.

Audrey Dake is a CFP® professional with 10 years of industry experience and has been with Edward Jones since 2016. She holds a Series 66 license and is based in Granbury, TX. Outside of her advisory role, she is co-manager of a real estate ventures company involved with an owner-occupied building. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and provides a broad network of advisors and branch offices across the United States.

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.

Troy York is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branches.

Jared Moore is a financial advisor with LPL Financial holding a Series 66 credential and beginning his advisory career in 2025. His prior work experience includes roles at Freedom Games/indie.io and Curse LLC/FANDOM INC, as well as positions in trucking and education. Outside of finance, he has been associated with The Church of Jesus Christ of Latter-day Saints. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by machine-learning tools for operational and research purposes.