Kyle Shelton is a financial advisor with Edward Jones in Mansfield, TX, holding the CFP® designation and Series 66 license. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is associated with Shelton Design Group, LLC, a graphic design business co-owned by his wife. Edward Jones is a wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm offers a range of advisory services and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Vernon Folks is a CFP® certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as the Music Director at Ewing Avenue Baptist Church in Dallas, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

Wess Winn is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in law enforcement for over 17 years with the Waxahachie Police Department and Ellis County Sheriff's Office. Winn also operated a Christmas light installation business for nearly two decades. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Tre Carruthers is a financial advisor with Ameriprise in Grand Prairie, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Carruthers serves as an elder on the board of directors at Concord Church and is involved in managing his own advisory practice through a separate management company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Marious Yancheson is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and has worked at firms including Fisher Investments, Equity Trust Company, Evergreen Wealth Advisors, and PNC Bank. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, provides sub-advisory services, and supports a large client base through advisor-led and online offerings.

John Reagan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Western International Securities, Wells Fargo Clearing Services, and Citigroup Global Markets. Reagan also operates Reagan Wealth Management as a side business. 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, utilizing various model portfolios and customized strategies supported by advanced research and operational tools.

Paul Klement is a financial advisor at Osaic with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors and Edward Jones. Outside of his advisory role, he is a General Lines Agent at Navigation Financial Group. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Dominique Henderson Sr. is a CFP® professional with 17 years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include leadership positions at DJ Henderson Consulting LLC and DJH Capital Management, as well as experience at McGowan Group Asset Management, Wells Fargo Advisors, and Sunset Financial Services. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension, and charitable organizations. The firm offers multiple platform options and proprietary investment strategies through a large network of financial professionals.

Alan Phillips is a financial advisor with Merrill in Arlington, TX, holding Series 63 and Series 66 designations and six years of industry experience. His prior work includes roles at Bank of America, Pruco Securities, and Prudential Insurance Company of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joshua Steel is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Abbott Laboratories and Medtronic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Caden Reagan is a financial advisor at Edward Jones in Dallas, TX, holding the CFP® and Series 66 designations. He has experience working at HFS Wealth Management and BentOak Capital prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of account types. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a variety of advisory and investment strategies under a fiduciary standard.

Eleanore Simone is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes roles at Wells Fargo Securities, JPMorgan Securities, and Alix Partners. She is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Walter Johns is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves in formal advisory roles to multiple registered investment companies.

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.

Kiyana Moy is a financial advisor at Edward Jones in Dallas, TX, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JP Morgan, Homepoint Financial Corporation, Auburn Ventures LLC, Mary Kay, and USAA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mason Delp is a financial advisor with Edward Jones in Red Oak, Texas, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has been involved in various entrepreneurial and community activities, including running Mason Delp Music and participating in musician shows across Dallas associated with Herman Marshall Distillery and SoFar Sounds Venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Robin Lott is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Hodges Capital Management, First Dallas Securities, and Oppenheimer and Co Inc. Outside of his advisory work, he has been involved as an insurance agent focused on investment-related insurance sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm operates both as a broker-dealer and an investment adviser, providing a range of services including portfolio management, financial planning, and capital markets activities.

Karen Mc Clary is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current position since 2005 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as a co-executor of an estate and holds a contingent medical power of attorney. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Hans Heath is a financial advisor with Cambridge Investment Research Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with Cambridge and its related entities since 2018 and previously was associated with MML Investors Services and MassMutual Life Insurance Company from 2016 to 2018. Outside of his advisory role, Heath is a music instructor and performer and is involved in business consulting and benefits and financial education services. Cambridge Investment Research Advisors serves a range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers its services through a large network of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms, custodians, and affiliated model strategies.