Chad Carroll is a financial advisor at Edward Jones in Granbury, TX, holding a Series 66 license and with 18 years of industry experience. He has been with Edward Jones since 2008. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Audrey Dake is a CFP® professional with 10 years of industry experience and has been with Edward Jones since 2016. She holds a Series 66 license and is based in Granbury, TX. Outside of her advisory role, she is co-manager of a real estate ventures company involved with an owner-occupied building. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and provides a broad network of advisors and branch offices across the United States.

Dane Everett is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, and Merrill. Outside of his advisory role, he is co-owner of B-E The Right Club LLC, a real estate business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with specific asset criteria, combining research and modeling with tailored recommendations delivered by a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Virg Thomas is a financial advisor at LPL Financial with the Series 66 designation and four years of industry experience. He previously worked at Ameriprise Financial Services and held roles in healthcare companies before entering the financial sector. Outside of his advisory work, he is involved with Thorp Spring Enterprises, LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs a variety of strategic and tactical approaches, supported by technology tools.

Andrea Kelly is a financial advisor at Edward Jones with 27 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she serves as a co-trustee for a trust in Houston, TX, where she helps validate the need of funds for beneficiary care and support. Edward Jones is a full-service wealth management firm serving 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Aaron Hecker is a financial advisor with Edward Jones in Granbury, Texas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Leah Parent is a Series 66 licensed financial advisor with eight years of experience at Edward Jones in Cleburne, TX. She has been with Edward Jones since 2011, spanning a total of eight years in her current role. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Timothy Riley is a financial advisor with Ameriprise in Glen Rose, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Avantax Investment Services and Avantax Insurance Agency, as well as experience with H&R Block and Real Estate Solutions. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Troy York is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branches.

Jared Moore is a financial advisor with LPL Financial holding a Series 66 credential and beginning his advisory career in 2025. His prior work experience includes roles at Freedom Games/indie.io and Curse LLC/FANDOM INC, as well as positions in trucking and education. Outside of finance, he has been associated with The Church of Jesus Christ of Latter-day Saints. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by machine-learning tools for operational and research purposes.

Bradley Burnfield is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with LPL Financial, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, Burnfield is involved in managing a family farm and runs a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Christopher Prater is a financial advisor at Edward Jones in Granbury, TX, holding the Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in nursing and rehabilitation facilities from 2016 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over one trillion dollars in assets under management, supported by a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

James Logan is a financial advisor with Edward Jones in Cleburne, TX, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been with Edward Jones since 1993. Logan serves as a board member of the Johnson County Family Crisis Center, providing oversight and counsel to the organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate 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.

Lane Harrington is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Micro Technologies and held various positions in the agriculture and food sectors, including roles at Preferred Beef Group, Munson Cattle Company, Tyson Fresh Meats, Rowdy Reeds, and Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Jill Shaw is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 under management and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Justin Maroney is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for seven years. Outside of his advisory role, he serves as CEO of Maroney Family Wealth Services, a family-owned business providing financial advice focused on retirement, tax, estate, education, and protection planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools and risk profiling to align with client goals.

Alyssa Dotson is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Judy Galbraith is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked with City National Bank since 2022 and has been with RBC Capital Markets Corporation since 2008. Outside of finance, she has ownership interests in several sign and graphics companies and operates a commercial property business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with tailored strategies based on client risk profiles.

John Hardin is a financial advisor with Edward Jones in Cleburne, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is associated with energy partnerships based in Irving, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and other investment services.

Cindy Cavener Sumner is a financial advisor with LPL Financial in Granbury, TX, holding Series 63 and 65 credentials and 17 years of industry experience. She has worked with LPL Financial since 2017 and previously spent three years at Parkland Securities. Sumner also operates Cindy Cavener Sumner & Associates, Inc., a business entity for tax and investment purposes, and is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a broad platform and extensive advisory network.