Thomas Wilson is a Series 66 credentialed financial advisor with Edward Jones in Benbrook, TX. He has 10 years of industry experience, all with Edward Jones since 2016. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

Jeffrey Rimer is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include positions at Osaic FS, Inc. and Cetera Wealth Services, LLC. He also facilitates the Dave Ramsey Financial Peace University course. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Cory McNulty is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services, Inc. since 2007. In addition to his advisory role, he owns a CPA practice where he prepares tax returns and performs bookkeeping, and he serves as secretary/treasurer of his neighborhood homeowners association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals, supporting implementation through advisory programs or other providers.

Emily Pace is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. She has also worked in the restaurant industry. RBC Wealth Management serves a diverse client base, including individual and institutional investors, through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jennifer Addison is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations in partnership with advisors like Addison. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kobi Dobbins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Dobbins worked at Bank of America/Merrill Lynch from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Britton Schiavone is an Investment Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Britton held positions as a Central Relationship Manager from 2024 to 2025 and as a Customer Relationship Advocate from 2023 to 2024 within the same company. In their current role, Britton collaborates with clients through a disciplined and thoughtful process to create personalized financial plans that reflect unique goals, values, and circumstances. They focus on turning financial complexity into clarity and promoting strong financial habits to empower individuals and families to pursue their goals with intention and purpose. Outside of work, Britton enjoys fitness, exploring food, playing golf, outdoor adventures, and traveling.

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.

Rita Wright Oujesky is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutional investors, pension plans, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Fernando Ruiz Puig is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at The House Fort Worth and entrepreneurial work with Grow Plant Shop. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios. The firm is noted for its registration with the CFTC as a commodity pool operator, use of AI in research, and advisory role to multiple registered investment companies.

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.

William Lourcey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Cetera and Ameriprise Financial Services, Inc., as well as managing his own advisory practice through Walton Lourcey Wealth Advisors. 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 portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Erin Kolp is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Ameriprise in 2023, she worked at Carnegie Homes for five years and Endeavor Wall Homes for thirteen years. Outside of her advisory role, she is a consultant for Rodan + Fields, assisting clients with product orders and inquiries. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Betty Jo Hutton is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She joined Fidelity in 2018 and has served in various capacities including Financial Consultant and Investment Solutions Representative. Prior to entering finance, she worked as a teacher at Mansfield Independent School District. In her current role, Betty Jo focuses on helping clients navigate important financial decisions by taking an educational approach to financial planning. She aims to simplify financial concepts and empower clients to create and implement confident financial plans. Betty Jo holds an Arkansas Insurance License. Outside of work, she enjoys reading and traveling.

Mikaela Spicer is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Jeremy Pullin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2017 and JPMorgan Chase Bank, N.A. since 2016. Additionally, he was involved with Texas Rangers Baseball, LLC for ten years. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening with qualitative research and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Mark Elledge is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor firm since 2011. Outside of his advisory work, he serves on the Board of Directors and as President of the Lone Star Region of the Plymouth Owners Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Micah Beth is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Micah collaborates with clients to understand their financial goals and develop tailored financial plans aligned with their unique circumstances and objectives. Micah's experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2025, Investment Solutions Representative 2 in 2024, Investment Solutions Representative 1 from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. This progression reflects a broad range of experience within the company in client-facing and investment-related positions.

Wayne Lambert is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, using model-delivery strategies developed by third-party asset managers.