Gatlan Turk is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member of TURKMONT GROUP, LLC, which operates a short-term rental business in Springfield, Vermont. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors.

Cary Dover is a financial advisor with Edward Jones in Grand Prairie, Texas, holding a Series 66 designation and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Dover is an ordained minister who occasionally officiates weddings and funerals. 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 nationwide network of advisors and branch offices.

Desiree Ebhert is a financial advisor at Cetera with five years of industry experience and holds Series 65 and Series 63 licenses. Her prior roles include positions at T. Rowe Price Investment Services, Fis, and Avantax Investment Services. Outside of her advisory work, she has been involved with Amazon Flex since 2024. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to affiliated and third-party managers and servicing over 800,000 clients.

Carl Ritchlin is a financial advisor with LPL Financial in Duncanville, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2009 and was a registered financial officer at Neighborhood Credit Union from 2005 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a network of investment adviser representatives using a range of investment strategies.

Janel Fahey is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 credential. She has been with Raymond James since 2008 and is also involved with AdvoCare since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services, with a variety of portfolio management styles and municipal advisory capabilities.

Timothy Venters is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups providing opinions on financial topics. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Saul Onyeuku is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His previous roles include positions at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and Securities America Advisors. He operates a related business, Onyeuku Wealth Strategies, which supports his LPL practice. 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, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

Alondra Fuentes is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Merrill and Bank of America for ten years. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Esmeralda Limon is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is currently based in Dallas, TX. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Mendoza is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and possessing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Mendoza is also the author of "Skinny People Don't Understand" and manages Mendoza & Mendoza, LLC, which is related to his investment business. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm offers advisory services predominantly via model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Johnathan Hawkins is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His background includes roles at PFS Investments Inc., Thrivent Financial, and extensive experience with Primerica Financial Services since 2003. Outside of financial advising, he has been involved with Exquisite Dreams Realty. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based strategies managed by unaffiliated asset managers.

Ngan Tran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Tran held roles at Bank of America, Hanmi Bank, and Hallmark Aviation. Outside of financial services, Tran owns an independent contracting business involved in online retail of consumable products. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Dao is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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 in its investment process.

Carlos Garfias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Bank of America and Merrill since 2021. Prior to entering the financial industry, he worked at Graybar Electric Company and spent time in academic settings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Financial Services since 2021 and PFS Investments Inc. since 2023. Outside of her advisory work, she is the owner of Women Work Wealth LLC, a strategy consulting nonprofit, and the founder of W3 and Philanthropy. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

Charles Peyton is a financial advisor with Edward Jones in Cedar Hill, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a board member for the Midlothian Chamber of Commerce and as secretary for the Midlothian Development Authority, both nonprofit organizations. 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 strategies and affiliated investment products, operating under a fiduciary standard.

Andrew Norton is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2011. Prior to his current roles, he was affiliated with Lincoln Wilson Gallery for nine years. 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 performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Rodrick Logan is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1997. In addition to advisory work, he owns Logan GCT Enterprises LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

John Glover is a financial advisor at Edward Jones in Grand Prairie, TX, holding a Series 66 designation with two years of industry experience. Prior to his current role, he spent several years working in dental practice management, including positions at J. Michael Glover Dentistry, Bond Family Dentistry, and Glover and Braunlin Family Dentistry. He has also been involved with the Southern Baptists of Texas Foundation. 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 strategies and maintains a large nationwide network of financial advisors and branch offices, catering to both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations.

Marion Hostetler is a Series 66-licensed financial advisor with Edward Jones in Red Oak, TX, with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved with an art business in Ovilla, TX, focused on creating and selling artwork. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.