Loren Dean Mims is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously served in the US Navy for 11 years. His prior work experience includes a role at Global Dimensions LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Ramon Gaytan is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank. Outside of his advisory role, he owns and manages a rental property. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jared Mc Ferron is a CFA® charterholder with eight years of industry experience. He currently works at Edward Jones in Plano, TX, where he has been since 2022. His prior experience includes roles at Guidestone Financial Resources, Frost Investment Advisors, and First Command Advisory Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Quinton Wong is a financial advisor with J.P. Morgan Securities in Garland, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career has been primarily with JP Morgan entities since 2015. Outside of his financial career, he has experience working with Vae Live, a Vietnamese radio program focused on arts and entertainment. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Steven Ford is a financial advisor with Ameriprise in Richardson, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Command and Edward Jones, as well as service in the United States Navy Reserve. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Colston is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has previously worked at SageSpring Wealth Partners, Cetera Wealth Services, CETERA Advisor Networks, Carson Group, and HD Vest Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Shafen Crawford is a CFP® and holds a Series 66 license with 12 years of industry experience, all of which has been with Edward Jones. He is based in Garland, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth segments, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ping Yu is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, following prior roles at Scottrade Investment Management and Scottrade Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As part of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Paul Brown is a financial advisor with Edward Jones in Murphy, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has prior experience at Vanco Payment Systems and Ludus Ticketing. Outside of his advisory role, he is involved in retail bike sales and service at John's Trikes and Bikes and works as an assistant coach providing weekend nutrition and health support at TPB Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Smith is a financial advisor with Edward Jones in Mesquite, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013 and also operates Smith & Co. Appraisals, Inc., a business he has been involved with since 1999. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Dubina III is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Merrill, Scottrade, TD Ameritrade, Regions Bank, Cetera, and CUSO Financial Services. 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 and access to third-party asset management, with investment strategies implemented by a large network of investment adviser representatives.

Stewart Mc Lauchlan is a financial advisor at Ameriprise in Dallas, TX, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and various committees for the Bonaventure Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income plans, primarily for clients with Ameriprise-managed accounts.

Juliann Chapman is a CFP® professional affiliated with LPL Financial in Plano, TX, with 23 years of industry experience. Her prior roles include positions at FSC Securities Corporation, OSAIC, The Legacy One Group, and Advantage Capital Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Hooper is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 credential and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the managing member of FIVE3025 LLC, a real estate entity related to his office condominium. 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 nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rodney Rush is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked in various roles including at Kraft Foods and ThredUP. Outside of finance, he has been involved with Ten Talents Investments since 2018. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors along with corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based investment strategies.

Justin Fruhwirth is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial, TIAA-CREF, TD Ameritrade, and Scottrade. In addition to his advisory role, he serves as a portfolio manager in the trust department of American National Bank of Texas, where he creates investment models and proposals for the trust investment committee. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nick Crimi is a Benefits & Planning Consultant with Fidelity Investments, serving in the Executive Services division since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity from 2022 to 2024. He focuses on helping clients utilize Fidelity's financial tools and resources to develop tailored financial strategies that support their short-term objectives and long-term goals. Nick's approach centers on aligning financial planning with each client's unique aspirations. Outside of his professional work, he has personal interests that include board games, comedy, fitness, food, social events with friends, and traveling.

John Pesano is a financial advisor with Osaic Wealth, Inc. based in Richardson, TX, holding a Series 66 designation and 19 years of industry experience. He previously worked at FSC Securities Corp for nine years before joining Osaic in 2023. Outside of his advisory role, he is president of Online Elevation LLC, a company specializing in B2B sales of website optimization, online marketing, and reputation management services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors with a broad range of investment and financial planning services. The firm offers integrated brokerage and advisory platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Lauren Starr is a financial advisor at Edward Jones with 8 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Previously, she was involved with Texas Land Design LLC from 2008 to 2017. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Ratcliff is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and operating his own firm, Ratcliff Financial Services, since 1991. Outside of advising, he is involved with Heights Baptist Church as Vice Chair and Chair of Deacons and organizes charity car shows to support local food pantry initiatives. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create customized strategies.