Gatlan Turk is a financial advisor at Edward Jones with 32 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of his advisory role, he is the sole member of TURKMONT GROUP, LLC, which operates a short-term rental business in Springfield, Vermont. 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 approximately $1.01 trillion in assets, offering both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors.

Melanie Obura is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Edward Jones. Outside of her advisory role, she is involved with Ash Brokerage, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various advanced portfolio management tools.

Ricky Estes II is a financial advisor with Edward Jones in Burleson, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked in roles outside finance, including positions at Crestmont Baptist Church and Smoothie King. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Jacob Zachary is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation. He has one year of industry experience and previously worked in roles outside the financial sector with companies including Reece, Cohn & Gregory Supply, LPR Media, and Allied Technical Solutions. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Dustin Beaver is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and First Command Advisory Services. 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.

Jason Freeman is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial in 2024, he worked with Avantax Advisory Services and related entities from 2017 to 2024. Outside of his advisory work, he is involved with Atlet Sports and operates a business focused on baseball and softball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Latrice Londow is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ernst and Young, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large integrated operational structure.

Alisa Zelaya Perez is a financial advisor with Osaic Wealth Inc. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Her prior roles include positions at Cetera, Foresters Advisory Services LLC, and Foresters Financial. Outside of advisory work, she is also a sole proprietor insurance agent selling and servicing fixed insurance products. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party money managers across multiple advisory platforms.

Casey Carlisle is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at QuikTrip Corp for eight years. Casey holds the Series 66 designation. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Smith is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management strategies.

Rodney Fowler is a financial advisor with LPL Financial in Cleburne, TX, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in outside sales of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Mark Fitz Gibbon is a Series 66 registered advisor with Edward Jones in Burleson, TX, where he has worked since 2018. He has eight years of industry experience, including prior service in the US Army and Texas Army National Guard from 2013 to 2021. Outside of advisory work, he owns and manages a real estate rental business in Fort Worth, TX. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeffery Atwell is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors and Edward Jones before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and consulting services, utilizing model portfolios, research, and various investment strategies across discretionary and non-discretionary management.

Chad Renfro is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. for 17 years and is the president and founder of Renfro Financial, Inc., where he is involved in securities, financial planning, and insurance. He also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across multiple program structures.

Keith Rogers is a CFP® with 13 years of industry experience and has been with Edward Jones since 2012. He serves as a Chaplain in the United States Air Force Reserve, working one weekend a month and additional days as required. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, managing over $1 trillion in assets with a large network of advisors and branch offices. The firm provides 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.

Brantley Freeman is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Avantax Investment Services and related entities for over a decade. Freeman is also involved in athletic training as the owner of Atlet - Athletes Enhancement Training, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by internal and third-party research.

Janine Collins currently serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she focuses on helping clients utilize Fidelity's tools and resources to build financial plans aligned with their goals. Janine has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Consultant and Benefits Relationship Manager. Prior to joining Fidelity, she worked as a Review Associate at Fisher Investments from 2019 to 2021.

Ngan Tran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Tran held roles at Bank of America, Hanmi Bank, and Hallmark Aviation. Outside of financial services, Tran owns an independent contracting business involved in online retail of consumable products. 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 plans, corporations, and charitable organizations.

Robert Clarkin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Primerica Advisors since 1999 and at Primerica Financial Services since 1996. Clarkin also served in the USAF Reserves at Scott AFB from 1988 to 2021. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets. The firm delivers advisory services primarily through model-based strategies provided by unaffiliated asset managers, supported by custody and trade execution services from Pershing and BNY Mellon Advisors.

Wouter Stokman is a financial advisor with Ameriprise in Mansfield, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Edward Jones for seven years and Capital One Investing for two years before joining Ameriprise in 2024. 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 through written recommendations and annual reviews, emphasizing dependable income sources and tax-aware withdrawal strategies.