Glenda Williams is a financial advisor with Edward Jones in Granbury, TX, holding a Series 66 designation and beginning her advisory career in 2026. Her work history includes roles at JPMorgan Chase and Knieper Real Estate, as well as involvement in a martial arts program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Eddie Yancey is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Edward Jones, First Financial Bank, and Raymond James Financial Services. Outside of finance, he serves as president of Yancey Grain, LLC, an agricultural business that manufactures animal feed. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Tri Hoang is a financial advisor at Thrivent Investment Management based in Granbury, TX. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to his current role, he worked at Verizon and has experience in various service and fitness industry positions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients. The firm provides written recommendations across multiple planning areas and allows clients to combine planning with managed accounts through its WealthPlan option.

Mariah Griffith is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has prior work experience with Equitable Advisors and Orexo US. Outside of her advisory role, she teaches Reiki classes related to holistic healing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary model.

Matthew Victory is a Series 66 licensed financial advisor with LPL Financial in Cleburne, Texas. He has 11 years of industry experience, all with LPL Financial since 2015. Outside of his advisory work, he is involved in performing arts as an actor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Holly Harsh is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 credential and one year of industry experience. Prior to her advisory role, she has been involved with Aspen Custom Homes, LLC since 2019 and served as a homemaker for eight years. She also serves on the board of The Escape Homeowners' Association, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from multiple sources.

Michael Victory is a financial advisor with LPL Financial in Cleburne, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with LPL Financial since 2011. Victory operates under the DBA Victory Investment Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technology solutions.

Bonnie Robinson is a financial advisor at Cetera with 27 years of industry experience and holds Series 65 and Series 66 licenses. She has worked at multiple firms, including Avantax and Rasco & Rasco, and owns a tax preparation and accounting business. Additionally, she is involved in skin product consulting and sales as a Rodan and Fields consultant. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and customizable investment strategies.

Melanie Obura is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Edward Jones. Outside of her advisory role, she is involved with Ash Brokerage, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various advanced portfolio management tools.

Ricky Estes II is a financial advisor with Edward Jones in Burleson, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked in roles outside finance, including positions at Crestmont Baptist Church and Smoothie King. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Jacob Zachary is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation. He has one year of industry experience and previously worked in roles outside the financial sector with companies including Reece, Cohn & Gregory Supply, LPR Media, and Allied Technical Solutions. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Alisa Zelaya Perez is a financial advisor with Osaic Wealth Inc. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Her prior roles include positions at Cetera, Foresters Advisory Services LLC, and Foresters Financial. Outside of advisory work, she is also a sole proprietor insurance agent selling and servicing fixed insurance products. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party money managers across multiple advisory platforms.

Dustin Paterson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2019, as well as operating the Dustin Paterson Insurance Agency and involvement with Temecula Motorsports and Gold Seal Products. J.P. Morgan Securities LLC 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 framework when recommending strategies. The firm operates within the broader J.P. Morgan organization, offering a range of product types including security-based swaps and futures.

Michael Smith is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management strategies.

Rodney Fowler is a financial advisor with LPL Financial in Cleburne, TX, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in outside sales of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Billy Cox is a financial advisor with LPL Financial in Cresson, TX, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to research and model portfolios.

Taylor Mobly is a CFP® and holds a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014, working in Granbury, TX. Outside of his advisory role, he serves as Vice President of Mobly Management LLC, a property management LLC. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anthony Mobly is a financial advisor with Edward Jones in Granbury, TX, holding CFP®, Series 63, and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he serves as a high school sports official in Granbury. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network, offering discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Mark Fitz Gibbon is a Series 66 registered advisor with Edward Jones in Burleson, TX, where he has worked since 2018. He has eight years of industry experience, including prior service in the US Army and Texas Army National Guard from 2013 to 2021. Outside of advisory work, he owns and manages a real estate rental business in Fort Worth, TX. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael McGowan is a financial advisor with Ameriprise in Granbury, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he serves as president of SEMJR, Inc., a corporate entity through which he receives compensation as an independent contractor. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing tailored written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted advice, primarily for assets held in Ameriprise-managed accounts.