Gunnar Turk is a financial advisor with Edward Jones in Midlothian, TX. He holds a Series 66 designation and joined Edward Jones in 2026. Prior to his advisory role, he worked in the retail and restaurant industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Gary Locke is a CFP® and ChFC® with 11 years of industry experience. He is currently with Cetera, having joined in 2023, and previously worked with the Texas Rangers in 2023. Locke is also involved in insurance sales and serves as an investment adviser representative through his independent business activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including 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, supporting various program structures and investment strategies.

Brett Ginn is a financial advisor with LPL Financial in Mansfield, TX, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014 and operates Ginn Wealth Management as a DBA for his LPL business. 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 portfolios, third-party asset management, and institutional platforms.

Keith Chappelle is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors for over three decades. Outside of his advisory role, Chappelle is the founder of Family Wealth Builders USA in Cedar Hill, TX. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed account options, supported by custody and trade execution services from BNY Mellon Advisors and Pershing.

Courtney Plumbley is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Forrester is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Halliburton from 2011 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lamar Brown is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Cetera and its affiliated entities since 2024 after prior roles at Avantax Investment Services, First Command, and TD Ameritrade. Cetera Investment Advisers LLC operates as an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a large nationwide network of over 10,000 advisors and $256 billion in assets under management.

Taylor Lewis is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Charles Schwab & Co., Inc. and had roles at Flexxray LLC and Cargill Incorporated. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Rigel Mathis is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with PFSI Investments Inc. since 2018 and has been affiliated with Primerica Financial Services since 2014. In addition to advisory work, he is involved in sales of loan products and home security referrals through related Primerica affiliates. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

James Stone is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in January 2025, bringing over two decades of experience from the mortgage industry. He works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs, providing ongoing advice and adapting strategies as clients' situations change. James holds a Bachelor's degree from the University of Arizona and holds the designation of Personal Investment Advisor (PIA). He emphasizes building lasting relationships based on trust and integrity, aiming to help clients manage competing financial priorities effectively. Outside of his professional role, James resides in Fort Worth with his wife Jackie, their daughter, and their two dogs. He is interested in antiquing, cooking, golfing, hiking, music, reading, spending time with family, and traveling.

Ellen Timberlake is a CFP® certificant with 30 years of experience in the financial services industry. She is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to her advisory work, Timberlake owns Timberlake Sales & Marketing, where she serves as a consultant and speaker for non-securities-related events, and operates a gift wrapping consulting business associated with 3M Scotch Brand. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using firm-provided tools, multiple advisory platforms, and access to third-party money managers.

Sarah Young is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fsc Securities Corporation for 14 years. Young serves as secretary for Arlington New Beginnings, a nonprofit focused on low-income housing for the elderly. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Althea Washington is a financial advisor at Edward Jones in Cedar Hill, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Frost Bank for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Eduardo Uresti is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, Wells Fargo, and Chase. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shanna Crunk is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning using a written Recommendation Report and tax-aware withdrawal strategies, supported by a centralized service team and proprietary investment research.

Ryan Fisk is a financial advisor with Ameriprise based in Benbrook, TX, holding a Series 66 designation and one year of industry experience. His work history includes multiple engagements with Ameriprise and a consulting role at Fisk Consulting Group. He also has experience outside the financial industry, including roles at Tulane University and Trinity Valley School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver personalized, algorithm-supported planning.

Jason Valek is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has been with Edward Jones since 2012. 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 and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Robert Segovia is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. The firm is a full-service wealth management provider serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors. Edward Jones manages approximately $1.01 trillion in assets and features capabilities that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services.

Frank Trivett is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses. He has four years of industry experience, including ten years at Wells Fargo Bank NA. Outside of his advisory role, he works as a survey site measurer for an architectural firm in Fort Worth. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Siegel is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked with J.P. Morgan since 2018 and previously at TD Ameritrade from 2016 to 2018. Outside of his advisory role, Siegel plays guitar in a band that performs live on weekends. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.