Christopher Ison is a CFP® professional with 19 years of experience in the financial industry, all spent at Edward Jones since 2007. He holds a Series 66 designation and is based in Mansfield, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Atish Shrestha is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at Robinhood Markets, Fidelity Investments, and positions in higher education at The University of Texas at Arlington and Texas Tech University. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Frank Bugh is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized advisory programs such as municipal finance and SIMPLE IRA Employer Advisory services.

Troy Knight Miller is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His previous roles include positions at FSC Securities Corporation, Lake Point Wealth Management, Royal Alliance Associates, and BOK Financial Securities. Outside of his advisory work, he serves as an independent contractor for Legal Shield and owns a small business called Charlie-forever. 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 provides a range of services including financial planning, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary portfolio strategies alongside a broad set of non-advisory financial products.

Sarah Fogle is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at LPL Financial since 2007. She is also affiliated with Texas Trust Credit Union, where she has been involved since 2006. 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.

Richard Craig is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry for more than 38 years and began his career at Merrill Lynch Wealth Management in 2007. Richard focuses on wealth planning services including retirement, trust, and educational planning. He provides consultative guidance on the overall financial and investment needs of his clients, helping design and implement customized wealth management strategies to pursue their personal financial goals while managing investment risk. Richard holds a Bachelor of Business Administration degree in Finance from Texas Christian University, earned in 1984. He is a CERTIFIED FINANCIAL PLANNER® and also holds the Personal Investment Advisor designation. His client focus areas include college education planning, corporate and employee benefits planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. In addition to his professional work, Richard has been involved with community organizations such as Habitat for Humanity, Lambda Chi Alpha, and Amplify Fort Worth. He previously served on the boards of Trinity Habitat for Humanity and Amplify (formerly Expanco), Inc., as well as the Boy Scouts of America Troop 17 Committee. Richard resides in Fort Worth with his wife and two children. His personal interests include fishing, golfing, hunting, and spending time with his family.

Jill Valdez is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Outside of her advisory role, she has an ownership interest in an oil and gas royalty entity based in Fort Worth, Texas. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Tris Fitz Gibbon is a Series 66 registered financial advisor with Edward Jones in Burleson, TX, where he has worked since 2008. He has 18 years of experience in the industry. Outside of his advisory role, he holds positions as Vice President and Secretary at Fitz Enterprise TX, a consulting dry cleaning business. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds while operating under a fiduciary standard.

Nathan Harsh is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Financial, where he has worked since 2022. Prior to that, he spent six years at Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory work, he is involved as a co-owner of several business entities unrelated to his investment activities. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party asset managers.

Karen Freeman is a financial advisor with LPL Financial based in Mansfield, TX. She holds Series 63 and Series 65 credentials and has 20 years of industry experience. Freeman also operates Karen S. Freeman CPA PLLC, providing tax preparation and accounting services, and serves in a fiduciary capacity for the John and Viola McClure Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeremy Walker is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Investment Services LLC, Advisor Resource Council, and LPL Financial. Outside of his advisory role, he is involved in several business ventures, including leadership positions in Maverick Wealth Management, JJ Walker Investments, and a firearms company, JJ Walker Arms, as well as volunteer service on the State Bar of Texas Grievance Committee. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of portfolio management options and emphasizes both proprietary and third-party investment strategies tailored to client objectives.

Andrew Dixon is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation. He has one year of industry experience with prior roles at Fidelity Investments, Thrivent Financial, and Thrivent Investment Management Inc. Before entering the financial industry, he worked in education with Mansfield ISD and Ft Worth ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Yu San Mebane is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 25 years of industry experience. Mebane has been with LPL Financial and its predecessor firms since 2003 and previously worked at Waddell & Reed from 2001 to 2003. 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, third-party asset management, and institutional platforms, and supports advisors with research and operational tools.

Jason Husk is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at GENEOS Wealth Management Inc and Advanced Financial Planning, and currently operates Actum Wealth Advisors, providing wealth management and financial planning services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and annual retirement-income planning advice centered on income sources and tax-aware withdrawal strategies.

Aaron De La Cruz is a financial advisor with Cetera in Fort Worth, TX, holding CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Agia, VALIC Financial Advisors, and Fidelity Investments. Outside of his advisory work, he has worked as a full-service shopper for Instacart. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary strategies.

Daniel Cruz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2025. His prior experience includes roles outside finance, such as with Troy Construction LLC and Purple Heart Pawn and Gun, as well as positions in education and hospitality. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

John Arnot is a CFP® with 40 years of industry experience, currently affiliated with Cetera in Arlington, TX. He has been associated with Cetera Wealth Services, LLC since 2013 and Coble-Cravens Financial Services Inc since 1994. Outside of his advisory role, he serves as a board member of Downtown Arlington Management Company, a nonprofit focused on local community and business development. Cetera is an SEC-registered adviser that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management strategies and financial planning services.

Emerson Bell is a CFP® professional with 35 years of experience in financial planning. He has been with Fee Only Financial Planning since 1981. The firm provides fee-only financial planning and portfolio management services to individual clients, managing approximately $80 million in assets across 36 client relationships. Its practice is characterized by a concentrated, relationship-focused approach with customized planning and ongoing investment monitoring.

Gregory Saurenman is a financial advisor at Mission Advisory Group in Fort Worth, TX, with 20 years of industry experience. He holds Series 65 and Series 66 designations. Prior to founding Mission Advisory Group in 2020, he worked at ISC Advisors, Inc. and Institutional Securities Corp from 2017 to 2020, and at Calamos Financial Services LLC from 2015 to 2017. Mission Advisory Group is an independent firm focused on providing personalized advisory services.