Christopher Medaris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Justin Wheatley is a financial advisor at Edward Jones in Denison, TX, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019, following prior roles at Celebration Senior Living and River Valley Health and Rehabilitation. Wheatley serves on the Finance Committee at Georgetown Baptist Church in Pottsboro, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, investment strategies, and affiliated financial services.

Brandon Wright is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and First Baptist Church. Outside of his advisory role, he is involved with Wright Wealth Management LLC, an entity associated with his LPL business. 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, and institutional platforms, supported by a broad network of advisors and advanced operational tools.

David Key is a financial advisor with LPL Financial in Sherman, TX, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Simmons Bank, JP Morgan, Ameriprise Financial Services, Investment Professionals Inc, Edward Jones, and A. G. Edwards & Sons. Outside of his advisory work, he is a business owner of a clothing retail company called Sandi's Boutique, LLC. 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 wide range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a large network of advisors.

John Roewe is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He has been with Cambridge since 2010. Outside of his advisory work, he serves on the board of Four Rivers Ministry, a nonprofit focused on healing and restoring individuals and families. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Mark Abner is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 provides a wide range of discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices nationwide.

Laiken Davis is a Series 66 licensed financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2026, Davis worked at Edward Jones for three years and spent seven years in education roles at Van Alstyne ISD and Princeton ISD. 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, wrap and model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Juston Dobbs is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Dobbs serves on the board of directors for the Wilson N. Jones Community Foundation and is a member of the Sherman Texas City Council. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Asa Jessee Jr. is a financial advisor with Edward Jones in Sherman, TX, holding the ChFC® and Series 66 designations. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of financial advising, Jessee is involved with Lockwood Broadcast Group. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Katheryn Cope is a Series 66 licensed financial advisor with Edward Jones, based in Denison, TX, and has three years of industry experience. Prior to joining Edward Jones in 2022, she worked in real estate roles with Century 21 Hometown Realty and Compass, among others. Outside of her advisory work, she has managed real estate properties in Lompoc, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a large nationwide network of advisors and offices.

Stacee Caskey is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, and Mass Mutual in addition to her current role. Outside of her advisory duties, she provides occasional administrative support to a family-owned real estate business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Gail Utter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as president of the Laurel Creek Homeowners Association and is involved in community activities including chairing the community engagement committee for Grayson College’s bond election. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers IPS-driven advisory services grounded in modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Tammy Cranford is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Avantax Advisory Services and Dexter Ward & Associates. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Nathan Pike is a financial advisor with Wells Fargo Clearing in Sherman, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory work, Pike serves on the board of directors for the Lake Texoma Municipal Utility District and acts as a Court Appointed Special Advocate for children in foster care in Grayson County. He is also involved in entrepreneurial activities through JOF Holdings LLC, which operates a yoga business, an Amazon FBA e-commerce store, and provides consulting for small business owners. 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 advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, serving plan sponsors with tailored investment solutions and acting as an ERISA fiduciary.

Haley Carey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Gabriella Aguilar is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and six years of industry experience. She previously worked at Raymond James Financial Services and has a background that includes roles outside the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options supported by research and technology tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

James Ward is a CFP® and PFS™ with 31 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He has a long tenure in the financial services industry, including roles at Golden Rule and Avantax Advisory Services. Ward also serves on the board of the Child Guidance Clinic of Texoma. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors 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, featuring both discretionary and non-discretionary program options.

Natalie Tuttle is a financial advisor with Wells Fargo Clearing in Sherman, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously employed with Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a distinctive inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Terry Stogsdill is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with Stogsdill Capital, LLC, an investment-related business. 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 with a broad platform that includes financial planning, model portfolio programs, third-party asset management, and institutional solutions.