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 the Series 66 designation and has held prior roles at Equitable Advisors, Orexo US, and other firms. Outside of her financial advisory work, she teaches Reiki classes focused on holistic healing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by quantitative and qualitative research.

Matthew Victory is a financial advisor with LPL Financial in Cleburne, Texas, holding a Series 66 credential and 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved in performing arts as an actor. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad spectrum of financial activities.

Holly Harsh is a financial advisor at LPL Financial with the Series 66 designation and two years of industry experience. She has held roles at LPL Financial since 2022 and is also involved with Aspen Custom Homes, LLC. Additionally, Harsh serves on the board of a homeowners' association in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management access and institutional platforms, supported by technology tools for operational and research purposes.

Michael Victory is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he operates Victory Investment Strategies as a DBA in Cleburne, TX. 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 financial planning and investment management services through a large network of advisors, utilizing a variety of portfolio strategies and technology tools.

Bonnie Robinson is a financial advisor at Cetera with 28 years of industry experience. She holds Series 66 and Series 65 credentials and has a background that includes roles at Avantax Advisory Services, Rasco & Rasco, and her own firm, B Robinson Financial. Outside of financial advising, she owns a tax preparation business and works as a consultant for a skincare product company. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Melanie Obura is a financial advisor with LPL Financial in Burleson, TX. She holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2021, she worked at Wells Fargo Advisors and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a range of investment strategies.

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 at Osaic with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Cetera and Foresters Financial. In addition to her advisory role, she operates as a sole proprietor selling and servicing fixed insurance products. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and options for discretionary management and third-party managers.

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 roles at JPMorgan Chase Bank and managing his own insurance agency. He has also been involved in entrepreneurial ventures outside of finance, including Temecula Motorsports and Gold Seal Products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility within their investment recommendations.

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 experience includes roles at Woodbury Financial Services, Edward Jones, and Questar Capital Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily through its network of investment adviser representatives.

Rodney Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with LPL Financial since 2000. 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 a range of financial planning and investment management services through its large network of advisors, with a platform that includes model portfolios, third-party asset management, and institutional solutions.

Billy Cox is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2014, following prior roles at Edward Jones and Merrill. 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 a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

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 at Ameriprise Financial Services with 25 years of industry experience. He holds a Series 66 designation and has worked in various capacities at Ameriprise and its predecessor firms since 2001. Outside of his advisory role, he serves as president of SEMJR, Inc., a corporate entity unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jeffery Atwell is a financial advisor with LPL Financial in Burleson, TX, holding the Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. 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 portfolios, third-party asset management, and institutional platforms.

Byron Cox is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he assists his spouse with managing a family property LLC on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.