Carrie Bellamy is a Series 66 licensed financial advisor with Edward Jones in Granbury, TX, with 16 years of industry experience. She has been with Edward Jones since 2009. 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.

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.

Barry Rose is a financial advisor at Osaic with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Eecu Credit Union, LPL Financial, and Edward Jones. Outside of his advisory role, he is a partner in family LLCs holding inherited property and mineral rights. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and offers portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments, managed on either a discretionary or non-discretionary basis.

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.

Nancy Gabany is a CFP® professional with 32 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2023, following a 28-year tenure at Comerica Securities. Outside of her advisory role, she co-owns an agricultural LLC focused on raising a small herd of cattle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, alongside specialized offerings in municipal advising and SIMPLE IRA employer services.

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.

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.

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.

Garrett Grove is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. His prior experience includes roles at The Vanguard Group, Charles Schwab, TD Ameritrade, and Merrill Lynch. Outside of his advisory work, he has participated as a rideshare driver for Uber Technologies. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Alannah Chartier is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Wayne Pratt is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Edward Jones since 1992. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors nationwide.

Walter Newmann Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1998. Outside of his advisory work, he is an author focusing on spiritual and societal topics through books and articles. Raymond James & Associates is a large, nationally recognized broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services through various programs and employs multiple portfolio management styles supported by affiliated research and sub-advisers.

Jennifer Shannon is a financial advisor at Edward Jones in Granbury, TX, holding Series 66 and Series 63 licenses with three years of industry experience. She has been with Edward Jones since 2016 and previously worked in education at Keller ISD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. 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.

Jackie Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining LPL Financial in 2026, Jackie worked at Fidelity Investments and its affiliated entities for over 20 years. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing a variety of portfolio strategies and technology tools.