Ashley Spangler Marquart is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. 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 discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

James Elder is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Guardian Strategies, LLC and American Advisors Group, Inc. 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 and investment services through a nationwide network of more than 23,700 financial advisors.

Charles Blauvelt is a financial advisor with Edward Jones in Arlington, TX, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of Rock & B Ranch, a farm and ranch business involved in animal sales. 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 solutions, supported by a large network of financial advisors and branch offices across the country.

Scott Marburger is a Series 66-registered financial advisor with Edward Jones in Mansfield, TX, where he has worked since 2011. He has 14 years of industry experience and also has a background with Mortgage Service Solutions starting in 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers various discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mohammed Ahmed is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years with Signet Jewelers - Jared Division. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Reyes is a Series 66 licensed financial advisor with Merrill in Arlington, TX, bringing 12 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

John Barret is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2012, he applies a team-based approach to assist professionals in understanding the role of wealth management early in their careers. His focus includes managing new wealth, personal retirement planning, portfolio management services, and retirement income. John works closely with clients to identify their goals, offering direction and clarity to support their financial futures. His approach emphasizes a systematic and disciplined wealth management process, leveraging both his expertise and a team of specialists experienced in credit and lending as well as trust and estate planning strategies. John prioritizes educating clients about relevant economic and financial market conditions and conducts regular reviews to ensure clients' strategies remain aligned with their evolving goals and circumstances. John earned a bachelor's degree in finance from Texas Tech University in Lubbock and an associate's degree or college diploma from Kanakuk Institute. He holds the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA) designations. John resides in Aledo, Texas, with his wife Ashley and their three children. Outside of work, he enjoys playing golf, hunting, fishing, and spending time at his family’s ranch.

Mitchell Nelson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he contributes to client service, relationship management, and investment goal achievement as part of the Ryan & Associates team. He specializes in education planning, family wealth management strategies, defined benefit and contribution plan services, retirement planning, philanthropic planning, and portfolio management. He holds the Series 7 and 66 FINRA registrations, as well as the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mitchell earned a Bachelor's degree in Communications from Colorado State University in 2009. Prior to joining Merrill in June 2015, he served five years as an artillery officer in the United States Marine Corps. His military experience has influenced his approach to client care and leadership. Mitchell also has a background in retail and automotive industries, where he developed management skills and client relationships. Outside of his professional responsibilities, Mitchell is involved in supporting youth sports and serves on local boards focused on youth development. He resides in Brock with his wife Laura and their two sons, Jaxon and Hayes. His personal interests include camping, fishing, football, golfing, hunting, ice hockey, soccer, and spending time with his family.

Kaden Millard is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at 49 Financial and has experience outside finance, including two years at Mamaka Bowls. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, customized recommendations through a centralized consulting team.

Scott Nordblom is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he receives non-investment compensation related to home security, automation products, and mortgage loan referrals. Primerica Advisors manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies created by external asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Brandy Monasco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with J.P. Morgan entities since 2015. Outside of her advisory role, Monasco manages social media channels focused on animal and DIY project videos. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative manager research to deliver asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Heidi Knight is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2026. Her career includes roles at Osaic Wealth, Inc. and Royal Alliance Associates, INC., as well as operating her own firm, Knight Financial Services, since 1995. In addition to financial advising, she is involved in tax preparation and accounting. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Mark Simmons is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 designation and two years of industry experience. Prior to his financial advisory role, he served for 18 years as a worship minister at Burleson Church of Christ, a position he continues part-time alongside his advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions supported by a large network of advisors and integrates both technology and traditional investment approaches.

Randel Rix is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at D.R. Horton for six years and GM Financial for three years. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a large national network of advisors and branch offices.

Nathan Carpenter is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. He is based in Fort Worth, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Kornman is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

Andrew Waldson is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2017, following previous roles at Strategic Advisers, Inc. and Fidelity Brokerage Services, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's advisory process combines quantitative and qualitative manager research to create non-discretionary, customized asset allocation advice and performance reporting.

Mary Brammer is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Bank of America, N.A. and Merrill. Based in Fort Worth, TX, she has been with Raymond James & Associates since 2023. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research resources.

Jacob Mallison is a Wealth Management Advisor with Merrill Lynch Wealth Management, leveraging the global resources of Merrill to provide comprehensive wealth management services. Since joining Merrill in 2017, he has focused on serving corporate executives and their families, helping them integrate corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans into long-term financial strategies. Jacob has five years of experience in the financial services industry and specializes in education planning, employee benefits planning, managing new wealth, special needs planning strategies, and tax minimization. He holds a Bachelor's Degree from the Texas A&M University System, graduating in 2018, and is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He is a member of several professional organizations including the Corps of Cadets Association, Real Estate Council of Greater Fort Worth, and Ross Volunteer Association. Outside of work, Jacob is involved with Paradox Church and enjoys camping, football, running, traveling, and volleyball.

Rodger Jackson Jr. is a financial advisor at Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He worked at Fidelity Investments Institutional Services for nine years before joining Edward Jones in 2018. 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 range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.