Victoria Shankle is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Kelly Dlabaj is a financial advisor with Edward Jones in Waxahachie, TX. She holds a Series 66 designation and began her financial advisory career in 2025 after 11 years at IBM. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branches.

Crystal Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera, she worked at Avantax Investment Services and Institutional Securities Corp. Since 2016, she has been involved with Girly-Yo Publishing. Cetera Investment Advisers LLC is a large SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Dominik Kokor is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Vandergriff Honda and Prime Trading LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Barry Moore is a CFP® professional with 29 years of experience in the financial services industry. He has worked at Edward Jones since 2007, with a two-year period leading Moore Financial Freedom, LLC. Moore is based in Waxahachie, TX. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Nicholas Byars is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Edward Jones, Charles Schwab, TD Ameritrade, Apex Clearing Corporation, and First United Bank. 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.

Jacob Colwell is a financial advisor with Edward Jones in Red Oak, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with the Waxahachie Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Cheryl Lamb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and has been affiliated with James Jamb, Inc. and Primerica Financial Services since 2005. Outside of advisory roles, she is involved in the sale of home-related products and services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure rather than fixed fees.

Charles Burch Jr is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has worked with Avantax Advisory Services and The Burch Financial Group LLC, among other roles. Outside of advising, he serves on the boards of the Black Roller Skating Federation and its charitable arm, BRSF S.K.A.T.E., and manages the Chuck Burch Scholarship Fund, which raises money for college-bound children. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various portfolio management approaches, including model portfolios, third-party managers, and custom strategies.

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.

David Plumberg Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for nine years before joining Edward Jones. 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, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Desiree Ebhert is a financial advisor at Cetera with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including T. Rowe Price Investment Services and Avantax Investment Services. Outside of advisory roles, she has worked with Amazon Flex. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Carl Ritchlin is a financial advisor with LPL Financial in Duncanville, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2009 and was a registered financial officer at Neighborhood Credit Union from 2005 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a network of investment adviser representatives using a range of investment strategies.

Janel Fahey is a Series 66-licensed financial advisor with Raymond James & Associates, based in Duncanville, TX, and has 11 years of industry experience. She has been associated with Raymond James since 2008 and is also involved with AdvoCare since 2012. Raymond James & Associates 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 municipalities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Jason Freeman is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. His career includes six years at Avantax and ongoing work with Karen S Freeman, CPA, PLLC. Outside of advisory services, he is involved with Atlet Sports and manages Jason Freeman Baseball/Softball, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options supported by technology and research tools, alongside a broad array of non-advisory financial services.

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.

Michael Mounce is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008, and also operates M2M Consulting Associates. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliates of his primary firms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and supports account custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Shawn Mechler is a CFP® and ChFC® with 33 years of experience in financial advisory. He is currently affiliated with Cetera and also serves as the owner and managing member of Positive Planning Wealth Advisors LLC, a firm established to manage his Strategic Partners Program relationships. Mechler has held positions at multiple firms, including Avantax and 1st Global Advisors, with a career spanning various roles since 2000. Outside of advisory work, he serves as trustee for an irrevocable trust funded with a second-to-die insurance policy. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporations, nonprofits, and institutions. The firm offers a multi-manager platform with various investment strategies, including discretionary and non-discretionary management, model portfolios, and access to third-party money managers.

Timothy Venters is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked in various Fidelity divisions since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and engages in advisory work for multiple registered investment companies.

Saul Onyeuku is a financial advisor with LPL Financial in Red Oak, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and Securities America Advisors. He also operates Onyeuku Wealth Strategies, a business associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.