Mark Stamm is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Corneil is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and having eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for The Bank of New York Mellon from 2006 to 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jalie Mitchell is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Mitchell worked at Fathom Realty and Keller Williams. Outside of financial advising, Mitchell owns JYM Operations, LLC, a business that operates sports clinics. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Stephen Skillman is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2008. Outside of his advisory work, he is an independent insurance agent and a partner in an inherited family trust. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a range of portfolio management strategies and platform arrangements.

David Layman is a financial advisor with Edward Jones in Joshua, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience, all with Edward Jones. Outside of advising, he holds a gas royalty interest with Chesapeake Energy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Kirk Holifield is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a worship leader at North Park Baptist Church, leading music during Sunday services. 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.

Christopher Ison is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in Mansfield, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Frank Bugh is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 1995. 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, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized advisory programs such as municipal finance and SIMPLE IRA Employer Advisory services.

Richard Craig is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry for more than 38 years and began his career at Merrill Lynch Wealth Management in 2007. Richard focuses on wealth planning services including retirement, trust, and educational planning. He provides consultative guidance on the overall financial and investment needs of his clients, helping design and implement customized wealth management strategies to pursue their personal financial goals while managing investment risk. Richard holds a Bachelor of Business Administration degree in Finance from Texas Christian University, earned in 1984. He is a CERTIFIED FINANCIAL PLANNER® and also holds the Personal Investment Advisor designation. His client focus areas include college education planning, corporate and employee benefits planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. In addition to his professional work, Richard has been involved with community organizations such as Habitat for Humanity, Lambda Chi Alpha, and Amplify Fort Worth. He previously served on the boards of Trinity Habitat for Humanity and Amplify (formerly Expanco), Inc., as well as the Boy Scouts of America Troop 17 Committee. Richard resides in Fort Worth with his wife and two children. His personal interests include fishing, golfing, hunting, and spending time with his family.

Jill Valdez is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Outside of her advisory role, she has an ownership interest in an oil and gas royalty entity based in Fort Worth, Texas. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Tris Fitz Gibbon is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Fitz Gibbon serves as Vice President and Secretary of Fitz Enterprise TX, a consulting firm specializing in dry cleaning services. 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, supported by a large nationwide network of financial advisors and branch offices.

Nathan Harsh is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following six years at Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory work, he is involved in several business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting while providing both discretionary and non-discretionary management supported by in-house and third-party research.

Karen Freeman is a financial advisor with LPL Financial located in Mansfield, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. She also operates Karen S. Freeman CPA PLLC, providing tax preparation and accounting services since 2007. Freeman has held long-term roles with several entities including BKSJ Enterprises LLC and John Clark Ranch Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios, third-party research, and advanced technologies.

Jeremy Walker is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Investment Services LLC, Advisor Resource Council, and LPL Financial. Outside of his advisory role, he is involved in several business ventures, including leadership positions in Maverick Wealth Management, JJ Walker Investments, and a firearms company, JJ Walker Arms, as well as volunteer service on the State Bar of Texas Grievance Committee. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of portfolio management options and emphasizes both proprietary and third-party investment strategies tailored to client objectives.

Andrew Dixon is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation. He has one year of industry experience with prior roles at Fidelity Investments, Thrivent Financial, and Thrivent Investment Management Inc. Before entering the financial industry, he worked in education with Mansfield ISD and Ft Worth ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Yu San Lee Mebane is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2003. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research support.

Jason Husk is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at GENEOS Wealth Management Inc and Advanced Financial Planning, and currently operates Actum Wealth Advisors, providing wealth management and financial planning services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and annual retirement-income planning advice centered on income sources and tax-aware withdrawal strategies.

Daniel Cruz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2025. His prior experience includes roles outside finance, such as with Troy Construction LLC and Purple Heart Pawn and Gun, as well as positions in education and hospitality. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.