Joel Williams is a financial advisor with SPC, holding a Series 66 designation and 21 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he provides general accounting services and prepares financial statements for Van's Kitchen in Dallas, TX. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a range of fiduciary and non-fiduciary services.

Jesse Hill is a financial advisor with GWN Securities Inc. in Mesquite, TX, holding a Series 66 credential and five years of industry experience. Prior to joining GWN Securities in 2020, he worked at Axcent Networks and held academic positions at Tarleton State University and Florida Atlantic University. Hill also engages in life insurance sales and financial services through a separate business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies within its program suite.

Rekeveia Dabney is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at Empower Financial Services, SwipeJobs, and RemX, as well as a period as a stay-at-home mom. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated services utilize proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered within plan lineups selected by sponsors.

Philip Merrifield is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Fidelity Investments and Transamerica Life Insurance Company. Merrifield also has a background at Wheaton College. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs, focusing on asset allocation, contribution guidance, and retirement planning. The firm employs proprietary software and model portfolios developed with Morningstar Investment Management and manages a large client base primarily through non-discretionary advisory services.

Burt Snover is a ChFC® with 37 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has held roles at Brokers International Financial Services, Fund Architects, and Foresight Financial Group. Outside of advisory work, he serves as president of Comp Edge Financial, a wholesaling and insurance marketing firm. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers.

Zachary Egbert is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at GWN Securities Inc. since 2012. He is also the managing partner of Egbert Wealth Management, which is noted as an investment-related side business maintained for tax purposes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, incorporating both discretionary portfolio management and financial planning with a combination of affiliated and unaffiliated sub-advisers.

Tamaris Conkleton is a financial advisor at Kestra Advisory with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including NextEra Energy, RegEd, Grove Point Advisors, and H. Beck. Outside the financial sector, she was involved with Perfume & Heels between 2018 and 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple platforms, serving clients from large institutional investors to sovereign wealth funds.

Gregory Parsons is a financial advisor with Ameriprise in Forney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in a lighting distribution business and provides consulting services through his own LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research-based modeling and tax-efficient strategies to develop personalized, written recommendations. The firm serves a broad client base through its advisory, brokerage, and insurance solutions.

Lauren Lattig is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience and previously worked for Claire's from 2007 to 2019. Outside of her advisory work, she owns and manages Vintage & Lace, a retail store selling clothing, home décor, candles, and jewelry in Greenville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Lori Walker is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, UBS Financial Services, and Comerica Bank. In addition to her advisory role, she maintains an online blog called Touch of Organized, which is not related to investment and is managed outside of securities trading hours. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by both internal research and external partnerships.

Naomi Rhodes is a CFP® professional with 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with prior roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Derek Alfinito is a financial advisor with LPL Financial in Rockwall, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. He also has experience in the hospitality industry with Adelphia Restaurant and Lounge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Michael Bryant is a Series 66-licensed advisor with Edward Jones, based in Mesquite, TX. He has 18 years of industry experience, including 19 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

William Bryan is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has been associated with Edward Jones since 2023. Outside of his advisory role, he has a long-term involvement with church organizations, including Rockwall & Brin Church of Christ and Long Beach Church of Christ. 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 broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gerald Blakely is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns an LLC that manages a rental property in an RV resort in Orange Beach, Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of net worth levels. The firm offers a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Mathew Singleton is a CFP® and holds a Series 66 license, currently working with Edward Jones in Sunnyvale, TX. He has six years of industry experience, including a previous role at Twenty-First Century Group and time as a full-time student. Singleton has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of advisors and branches, managing approximately $1.01 trillion in assets under management.

Michael Warren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Russell Reynolds Associates for three years and served in the U.S. Army for eight years. Outside of advising, he is an owner and partner in Climb Rockwall, a climbing gym in Rockwall, TX. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Patrick Wilker is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Thrivent Investment Management since 2021. He previously worked at U.S. Bancorp Investments, Inc. and Ameriprise Financial Services, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning without including implementation of recommendations. The firm offers combined planning and managed-account services through a consolidated billing option called “WealthPlan” while maintaining these services separately.

Austin Mc Avoy is a financial advisor at Edward Jones with a Series 66 designation and experience spanning roles at Inwood National Bank and the Dallas Police Department. His background includes 12 years in banking and 20 years in law enforcement. He is also affiliated with the Dallas Police/Fire Pension System. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Daniel Worobiec is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with J.P. Morgan Securities in Dallas, TX, where he has worked since 2018. Prior to this, he held roles at various Fidelity entities from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.