Benjamin Tanguay is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at ABADAK Inc. and Heb. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

George Wanamaker is a CFP®-certified financial advisor with 43 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Outside of advisory roles, he is involved in managing family-owned commercial rental properties and oil and gas royalty interests. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large team of financial advisors and utilizes research and portfolio theory to evaluate investment options while offering a broad range of brokerage and advisory solutions.

Polica Penn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Since 2017, Penn has worked with J.P. Morgan Chase Bank and its affiliated securities firms. Outside of financial advising, Penn manages several rental properties through ownership roles in private real estate entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers non-discretionary advice through a select group of Wealth Advisors.

Kyle Loftin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of his advisory work, he is involved in selling home security and automation products as well as participating in a non-investment related craftsman home project in Belton, Texas. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

Timothy Barras is a financial advisor with Edward Jones in Liberty Hill, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at PFS Investments Inc. and Pruco Securities, LLC, and has experience in the hospitality sector, including roles at Zea Rotisserie and Bar and Deano's Pizza. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

John Murphy is a CFP® with 26 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Georgetown, TX. 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 various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryce Ordener is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and SHI International Corp. He is based in Liberty Hill, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, delivering model portfolios, and utilizing algorithmic methods and AI in its investment approach.

Paul Krause is a Series 66 credentialed financial advisor with Edward Jones, based in Georgetown, TX. He has 13 years of industry experience and has also been affiliated with Texas A&M Central Texas since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Michael Cooke is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he has inherited royalties from several oil and gas interests. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Billy Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he served in the U.S. Army for 16 years and worked at Forge Foundation for two years. 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 services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

James Hornbuckle is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He is involved in several investment-related ventures, including ownership and management responsibilities at Hornbuckle Investment Strategies, LLC and MLRH Family Land Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by Wells Fargo research and planning tools, addressing diverse client needs including retirement, education, and specialized planning areas.