Evan Esselman is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors.

Jesus Gamez is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Box serves as treasurer for Grace Community Church and has authored written works. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Neal Ballance is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 nationwide network of more than 23,700 advisors.

Jeffery Buttgen is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has been with Edward Jones since 1989. 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 offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Russell Clark is a financial advisor with Edward Jones in Waxahachie, TX, holding the Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Jordan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Regions Bank and Cetera since 2013. Outside his advisory role, he is a part owner of MJD Enterprises LLC and invests in StackPath, LLC, a security platform company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party money managers.

Jennifer Wisdom is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2007 in various capacities. 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 and investment solutions supported by a nationwide network of more than 23,700 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.

John Reagan is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and has previous experience at Western International Securities, Inc. and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from LPL Research and third-party subadvisors.

Dominique Henderson Sr. is a CFP® professional with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2025 and also operates DJ Henderson Consulting LLC and DJH Capital Management. 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 advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

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.

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.

Jaime Holland is a CFP® and ChFC® with 23 years of experience in financial advising and has been with Edward Jones since 2002. Based in Waxahachie, TX, Holland holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joseph Seoane Sr. is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he volunteers at First Baptist Church in Waxahachie, teaching Sunday School and greeting attendees. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active product sales.

Caira White is a CFP® certificant and holds a Series 66 license with five years of industry experience. She currently works at Osaic Wealth and has prior experience at firms including Farther Finance Advisors and ELS Vision Wealth Management. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Adam Woldt is a Series 66-licensed financial advisor with Edward Jones in Red Oak, TX, and has two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Gilchrist Automotive, Woldt Logistics, Uber, and Farmhouse Furnishings. Edward Jones is a full-service wealth management firm serving more than 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. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.