Perry Sanders is a financial advisor with Fidelity in Dallas, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His background includes roles at Fidelity Brokerage Services, Zumiez, Frost Bank, Credit Union of Texas, Target Corporation, and Best Buy Co. Inc. Outside of finance, he is involved in the entertainment industry as a music producer and performer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Richard Kelly II is a financial advisor with Edward Jones in Mansfield, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a partner in a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jordan Bertain is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TCU ID Center. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing proprietary research and tools to develop tailored client recommendations.

Nicholas Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and having 21 years of industry experience, all with Edward Jones since 2005. He serves as president of the Waxahachie Letter Jacket Group, an organization that supports special students by providing funding for Letterman jackets, and also coaches a tennis team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors.

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.

Nathaniel Sizer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has tenure at JPMorgan Chase Bank, N.A. dating back to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Genie Mcgee is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial since 2022 and previously held roles at New York Life and other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Joseph D'agostino is a Series 66-credentialed advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having previously spent ten years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates systematic due diligence with qualitative research and includes broader derivatives and commodities capabilities.

Timothy Mebane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2003 and previously spent 10 years at Waddell & Reed. He is also involved in Mebane Financial Services, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Jeffrey Teneyck is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Primerica Financial Services, Transamerica Financial Advisors, World Financial Group, and Printpack Inc. Outside of advising, he has been involved with Balfour Publishing for over three decades. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional portfolio management.

Daniel Aguirre is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His prior experience includes roles at Fidelity Investments and FedEx. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yolanda Dixon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Primerica Advisors in 2021, she worked at AT&T for 23 years. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Jonathan Pope is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James since 2008 after one year at Edward Jones. Outside of his advisory role, he is involved in agriculture through a personal LLC for hunting property established with a friend. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and in-house research.

Joshua Benson is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. Joshua has been with Fidelity Investments since 2019, progressing through roles including Client Services Representative, Investment Solutions Representative, Investment Management Consultant, and currently serving as a Benefits & Planning Consultant. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Advisors from 2020 to 2021.

Dawn Urbanovsky is a financial advisor with Fidelity Investments in Arlington, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked within various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a charitable gift fund. The firm employs a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI, formal advisory roles to multiple funds, and participation as a registered commodity pool operator.

Terri Dirba is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Edward Jones since 1999. She holds a Series 63 license and is based in Grand Prairie, TX. Outside of her advisory role, Dirba has worked seasonally as floor staff for TNT Fireworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Ra Shad Adkison is a financial advisor with J.P. Morgan Securities in Desoto, TX, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan Securities, Adkison worked at Verizon Wireless and Farmers Insurance Exchange. Outside of the financial industry, he works as a delivery driver for Amazon Flex on a part-time basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Joel Risenhoover is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial in two separate periods totaling nine years, and previously spent eight years with Kestra Advisory and Kestra Investment Services. He also has a background at Neighborhood Credit Union spanning 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions tailored to individuals, retirement plans, banks, trust companies, and other institutions.

Jason Crenshaw is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He operates a hobby farm in Ferris, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors that supports more than four million clients across individual and institutional segments. 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.

Gregory Jones is a financial advisor with Mass Mutual Investors Services in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Jones is also involved in individual life, property/casualty, fixed annuity, and long-term care insurance as an agent and holds gaswell royalties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.