Jonathon Kang is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with eight years at the firm and a total of seven years in the industry. Prior to joining Edward Jones in 2018, he worked for six years at Uplift Education. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Mackey is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for 10 years before joining Edward Jones in 2018. 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 through a nationwide network of more than 23,700 financial advisors.

Tamara Warfield is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Allen, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Paula Hunt is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and having 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cas Sandra Harris is a financial advisor at Edward Jones in Garland, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in the residential real estate sector with firms including Dream Finders Homes and Perry Homes. 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, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Donald Dennis is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Financial Services since 1985 and is currently associated with PFS Investments Inc. Dennis is involved in sales of investment-related products and also engages in referrals for home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Brian Langford is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Plano, TX. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Wesley Oliver is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is involved as an owner in a property and real estate management business in Rockwall, TX, and has consulted for Scout and Cellar through a partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Austin Snyder is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Point Bank. He is based in Wylie, Texas. 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. 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 authority.

Taylor Shea is a financial advisor at OSAIC with 12 years of industry experience. He holds the Series 66 credential and has worked previously at FSC Securities Corporation for nine years before joining OSAIC in 2023. In addition to his advisory role, Shea owns Fore Culture, a retail sales business. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms to meet the needs of individual investors, institutions, and charitable organizations.

Makenna Wagoner is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and owns a retail business called Magic & Whimsy - Cozy Creations. Wagoner also serves on the boards of L.E.I. Community Outreach and the NEDC Kiwanis. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Corina Nash is a financial advisor with Ameriprise in Garland, TX, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Her prior roles include positions at American National Bank of Texas, LPL Financial, and Strategic Wealth Management. Outside of advising, she serves as President of the Prosper Foundation for Professional Development, a nonprofit organization, and has authored religious publications. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm serves clients with substantial investable assets and provides a broad range of advisory, brokerage, and insurance solutions.

Kyle Roehrig is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a concurrent tenure at JPMorgan Chase Bank, N.A. beginning in 2011. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

J Raul Morales is a financial advisor with Edward Jones, holding Series 63 and 66 licenses and bringing six years of industry experience. Prior to joining Edward Jones, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Morales also spent time as a sales associate at a sporting goods shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and services, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Caleb Parsley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in sales and hospitality, including roles at M&W Sales and Cafe Americana. Parsley is also a notary in addition to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Travis Haukedahl is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Western International Securities, Inc. and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Bryan Webb is a financial advisor with Edward Jones in Mesquite, TX. He holds the Series 66 designation and has 12 years of industry experience, all of which has been with Edward Jones since 2014. Prior to his advisory career, he operated an LLC as a real estate agent but has not been active in that role for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Patrick Mcculler is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2015. Outside of his advisory role, he is involved in several business ventures including ownership and investment interests in oil and gas LLCs, as well as automotive customization and exotic car ownership. He has also served on the board of a drug and alcohol treatment center for women. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Marcel Levi is a Series 66 credentialed advisor with Vanguard Advisers, based in Plano, TX. He has been with Vanguard Advisers and affiliated Vanguard entities since 2026. Prior to that, he held positions at International AM, Northwestern Mutual, and in educational and catering roles in Singapore. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Wes Taylor is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Wes Taylor Agency, LLC and Beaumont Financial Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.