Trenton Marsh is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. 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 solutions, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Eddy Villaseca is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include work with PFS Investments Inc. and Primerica Financial Services, as well as experience at Gensler. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients. The firm operates at scale with several thousand advisors and offices, offering model-based investment strategies through third-party asset managers.

Carl Barnhart is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Vanguard, he worked at Fisher Investments, J.P. Morgan Securities, Fidelity Investments, and Frost Bank. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, supported by a digital platform and a large advisor team.

Matthew Taylor is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as Vice President of Dragonrock Ventures LLC, a real estate business. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan Townley is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years. Outside of his advisory role, he serves as the head basketball coach at Lucas Christian Academy, a local private high school in Lucas, TX. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Jennifer Smith is a Series 66–licensed financial advisor with Edward Jones, based in Plano, TX, and has one year of industry experience. She has been with Edward Jones since 2014, working in various capacities within the firm. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard while managing approximately $1.01 trillion in assets.

Mark Brooks is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with various divisions of Fidelity since 2013, including Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies with established governance practices.

Suzanne Himler is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Mitchell Gosse is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation. He began his career at Edward Jones in 2026 and previously worked at Nestle USA for five years. He also has experience from Indiana University and Burlington Central High School. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Juan Mejia is a Financial Consultant currently working at Fidelity Investments. He has held various roles at Fidelity since 2019, including Financial Representative, Investment Management Consultant I and II, before assuming his current position in 2026. Prior to joining Fidelity, Juan worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Juan has focused on helping clients make informed decisions regarding their financial futures. He collaborates with clients to develop personalized financial plans that align with their goals, emphasizing effective cash management, protection of key assets, and long-term wealth building.

Matthew Spicer is a financial advisor with Edward Jones in Wylie, TX. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his career in financial advising, he worked in education with Wylie ISD and Frenship ISD for a combined 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Mark Hendrick is a Series 66 licensed financial advisor with Edward Jones in Richardson, TX, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is the president and secretary of DARTBROOK BUNGALOW, LLC, a rental property business in Rowlett, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Anayansi Testa is a Series 66-licensed financial advisor with Morgan Stanley, bringing eight years of industry experience. She has worked at Morgan Stanley since 2017, including its Smith Barney division, and previously held roles at Independent Financial Group, LLC and Wells Fargo Bank, N.A. Outside of advising, she owns KCM Digital Media LLC, a business focused on video content creation for social media and retail platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Josue Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, Fidelity, and J.P. Morgan Chase Bank. Outside of his advisory role, Gonzalez is involved in several real estate holding companies and works with Bemoxie Supplements in vendor relations and business operations. 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 reporting. The firm combines its large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ashton Myatt is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Goldman Sachs, Ayco from 2022 to 2025. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports incorporating income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation.

Jason Stern is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at Merrill, Bank of America, AXA Advisors, and JPMorgan Chase Bank. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis with an in-house manager solutions team and centralized due diligence.

Luis Ramos is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab & Co., and TD Ameritrade. 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 brokerage, distribution, and investment management capabilities.

Kristin Hall is a Certified Financial Planner® with 15 years of experience at Edward Jones, where she has worked since 2009. She has also been affiliated with Lindenwood University since 2010. Outside of her advisory role, she is the owner of Premier Homes USA, LLC, a business involved in purchasing, rehabilitating, and selling properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in client assets through a large network of financial advisors and branches nationwide.

Eric Bush is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2002. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets across nearly 3,700 financial advisors. The firm utilizes model-driven investment strategies overseen by third-party managers and emphasizes advisory services for individual investors rather than institutional portfolios.

Jeffrey Zamora is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2019 and previously spent eight years with Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Ameriprise serves individuals approaching or in retirement who meet specific eligibility criteria, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate and tailor retirement income recommendations.