Jonah Segovia is a financial advisor with Edward Jones in Midlothian, TX, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked at The Fort and was involved in entrepreneurial ventures including Too Many Snakes Ranch and Taylor Feed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Eugene Loh is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2011, including roles with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a partner in TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Thomas Hubbell is a financial advisor with Cambridge Investment Research Advisors in Burleson, TX, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Kestra Advisory Services, Advisor Resource Council, and LPL Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Ronnie Rushing is a financial advisor with LPL Financial in Mansfield, TX, holding CFP® and Series 66 credentials and over 25 years of industry experience. He previously worked at Hilltop Securities Inc. and Citigroup Global Markets. 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, supported by both discretionary and non-discretionary account management.

Tony Seery is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He owns and operates a chiropractic franchise business, having acquired three HealthSource Chiropractic locations, with an operator hired to manage day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining one of the largest financial advisor and branch networks in the industry. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenshel Hills is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Primerica Advisors since 2020. Hills is also employed by Dallas ISD. In addition to his advisory role, he is involved in the sale of home security and automation products through related affiliate companies. Primerica Advisors serves primarily 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 relying largely on model-delivery strategies managed by third parties and supported by custodial and trade execution services.

Kim Campbell is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Wells Fargo Clearing and Edward Jones. Campbell is also an insurance agent with Brightstar Insurance Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Daniel Francis is a financial advisor at Edward Jones in Midlothian, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 12 years with Midlothian ISD, where he also serves as a substitute bus driver and scoreboard operator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets across a large network of advisors and offices.

Robyn Kirby is a financial advisor with Edward Jones in Grand Prairie, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. Kirby has been with Edward Jones since 1999. Outside of advising, Kirby purchases essential oil products from Young Living but does not actively solicit sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated capabilities beyond advisory services.

Steven Ard is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jared Levy is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Peak American Investment Advisors and The Westwood Group. Outside of his advisory role, he conducts economic and market-related interviews with media outlets such as Fox News and Fox Business through his LLC, Delancey Strategies. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Andrew Engstrom is a financial advisor with Edward Jones in Fort Worth, TX. He holds the CFP® and Series 66 designations and has 19 years of industry experience, all 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Autumn Broussard is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked previously at Raymond James and Washington & Associates, LLC. Her background also includes positions outside the financial industry and roles at Texas State University and Lamar University. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Braden Givens is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with OSAIC and has previously worked at several firms including The Rudd Company, Llc and Advisor Resource Council. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, financial planning, and various managed account solutions utilizing asset-allocation tools, risk-tolerance assessments, and third-party platforms.

Richard Baker is a Series 66 licensed financial advisor with 27 years of experience, currently with Equitable Advisors in Fort Worth, TX. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is involved with the First Baptist Church Keller as a member of the Ministry Plan/Budget Committee and has a small entrepreneurial interest in a business called Table Toys. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party program sponsors, providing a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nicholas Workman is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he held roles at Deep Ellum Logistics Corp, where he served as president, Bell Helicopter, Tarrant County College, and Lockheed Martin. He is also a board member and campaign chair for the Ryan Family YMCA in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Jason Roach is a financial advisor with Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Cambridge Investment Research Inc. He has received royalties from oil and gas production through interests in Sage Natural Resources and TotalEnergies E&P Barnett USA, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of approximately 23,701 advisors and over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Christina Clemmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. She has previously worked at Merrill from 2019 to 2026 and Bank of America from 1995 to 2019. Clemmons is based in Cedar Hill, TX. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Roseann Harris is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 63 designation and 33 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.

Chapman King is a financial advisor at Cetera with a Series 66 designation and just over one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including roles at Oak Point Recreation Center and Prince of Peace Catholic School. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.