Slade Buell is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Archer Investment Corporation since 2018 and has additional experience in accounting and tax preparation through his roles at Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, utilizing diversified portfolios and a mix of separately managed accounts and proprietary funds. The firm operates a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Rex Russell is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Moloney Securities Asset Management LLC and Wealth Advisor Marketing. Outside of his advisory work, Russell serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from a published book, and chairs a committee for the nonprofit organization YoungLife. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, and retirement-plan advisory, with investment strategies tailored to each client’s objectives and risk tolerance.

J Paul Prasifka is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Rhodes Securities, Inc. for nine years. Outside of his advisory role, Prasifka serves as president-elect of the Fort Worth Texas Exes alumni association. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment approach and integrates fundamental, technical, and cyclical analyses with third-party manager oversight.

Timothy Shugrue is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab, TD Ameritrade, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Cody Wood is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower, he worked at Walmart for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base through both point-in-time financial plans and managed account solutions.

Matthew Irwin is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model offers point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jay Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2016 to 2021 before joining Kestra in 2021. Outside of his advisory role, he is involved in real estate through managing membership in private real estate holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment due diligence, serving various client types including large institutional investors.

Donald Sketchley is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and various insurance companies. Outside of his advisory work, he has driven for Uber to supplement income while building his practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Erin Stamper is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital model account pilot that uses algorithmic selection of investment strategies executed via mutual funds and ETFs. The firm’s approach includes third-party delegation for portfolio implementation and voting, with features tailored to employee participants.

Pamela Byrd is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Ameriprise Financial Services and Wells Fargo Clearing. In addition to her advisory role, she is employed as an administrative and operational manager at Comerica Financial Advisors. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing various portfolio managers and strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Meggan Pierce is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 18 years of industry experience, including roles at Park Avenue Securities, First Command Financial Planning, and TD Ameritrade. She is based in Burleson, TX. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Tyisha Wolfe is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 66 and Series 63 licenses and 12 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, CNO Financial - Bankers Life Securities, First Command Financial Services, Trinity Portfolio Advisors, and Morgan Stanley. She is the founder of Hattie's House Youth Solutions, an organization focused on preparing underserved youth for independence through practical life skills training, and owns Peniel Enterprises LLC, which markets personal care products. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by internal due diligence and a range of operational tools.

Samuel Hume is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including TD Ameritrade and First Command. Outside of financial services, he is an owner and principal in several family businesses focused on farming, ranching, and commercial real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

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.

Matthew Greenwood is a financial advisor with Edward Jones in Cleburne, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes positions at Charles Schwab, TD Ameritrade, and ownership of Greenwood Real Investments, Inc. outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and integrated financial services beyond traditional advisory offerings.

Damon Elvington is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2019. Prior to his current role, he held various positions including at General Nutrition Center and Texas A&M University-Corpus Christi. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

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.

Gilbert Perez II is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Cetera and Foresters Financial Services. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process that incorporates asset allocation, portfolio optimization, and third-party manager programs.

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.

Eddie Yancey is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Edward Jones, First Financial Bank, and Raymond James Financial Services. Outside of finance, he serves as president of Yancey Grain, LLC, an agricultural business that manufactures animal feed. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.