Craig Power is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and has concurrently been involved with Classic SleepCare since 2013. Edward Jones is a full-service wealth management firm serving individuals and institutions, offering a broad range of advisory programs and investment options supported by a large national network of advisors and branches.

Skyler Marchand is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Milliman for ten years. He holds a Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Orsi III is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a trustee for his parents in West Palm Beach, Florida. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and brokerage. Baird manages approximately $394 billion in assets and offers a range of investment strategies and municipal advisory services supported by internal research and strategic partnerships.

Erin Williams is a financial advisor with LPL Financial based in Wylie, TX, holding a Series 66 license and nine years of industry experience. Prior to joining LPL Financial in 2021, she spent five years at Edward Jones. Williams also operates a CPA practice, Erin Z. Williams, CPA, P.C., which provides tax preparation and accounting services. 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 broad range of financial planning and investment services delivered through a large network of advisors who implement various portfolio strategies, supported by proprietary research and technology tools.

Christopher Hix is a CFP® professional with 14 years of industry experience. He is currently with Vanguard Advisers and has worked previously at Edward Jones, Merrill Lynch, and JPMorgan Chase Bank. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, offering a scalable digital platform supported by a team of over 2,200 advisors.

Brad Sewell is a CFP®-designated financial advisor with Edward Jones in Rockwall, TX, bringing 38 years of industry experience. He has been with Edward Jones since 1987. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Dault is a financial advisor with LPL Financial in Murphy, Texas, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones from 2008 to 2012 before joining LPL Financial, where he has been since 2012. 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 institutional platforms, with advice and account management delivered primarily by its investment adviser representatives.

Dee Morgan is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 registrations and 18 years of industry experience. Dee has worked at Thrivent since 2025, with prior roles at Cambridge Investment Research, First Command Financial, LPL Financial, and Securities America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan offering while maintaining separate delivery of these services.

Trenton Marsh is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. 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 programs and investment solutions, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Brian Rudloff is a financial advisor with Ameriprise in Allen, Texas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Ameriprise since 2018, following 11 years at Investment Professionals, Inc. Outside of advising, Rudloff owns and manages a commercial real estate property through his LLC. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Eddy Villaseca is a financial advisor at Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as experience outside finance at Gensler. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts.

Carl Barnhart is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining Vanguard, he worked at Fisher Investments, J.P. Morgan Securities, Fidelity Investments, Frost Bank, and Rebecca Huckabee. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing personalization, tax efficiency, and a digital delivery model.

Matthew Taylor is a financial advisor with Edward Jones in Mesquite, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as Vice President of Dragonrock Ventures LLC, a real estate business. 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, operating under a fiduciary standard.

Steven Dawson is a CFP® with 16 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at Ameriprise Financial Services and Coleman Research and serves as CEO of Dawson Private Wealth, LLC, an independent investment management firm associated with Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary consulting using risk profiling and analytical modeling to support client goals.

David Stagg is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Pure Fishing-Plano for five years and Coca-Cola Refreshments for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jennifer Smith is a Series 66–licensed financial advisor with Edward Jones, based in Plano, TX, and has one year of industry experience. She has been with Edward Jones since 2014, working in various capacities within the firm. 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 programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard while managing approximately $1.01 trillion in assets.

John Pittman is a Series 66-credentialed financial advisor with Edward Jones, based in Allen, TX. He has 10 years of industry experience, all of which has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Brooks is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting its advisory role with oversight controls and systematic methodologies.

Suzanne Himler is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of its investment models.

Mitchell Gosse is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation. He began his career at Edward Jones in 2026 and previously worked at Nestle USA for five years. He also has experience from Indiana University and Burlington Central High School. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.