Crystal Polovina is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Cetera Investment Services LLC, Regions Bank, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice alongside investment manager and fund searches supported by centralized due diligence and a forward-looking investment approach.

Mary Mc Dow is a financial advisor at Edward Jones in Weatherford, TX, holding Series 63 and Series 66 designations with 28 years of industry experience. Her career includes prior roles at First Financial Bank, Raymond James Financial Services, Cetera, Chase Investment Services Corp., and Citigroup Global Markets. She has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

Michael Smith is a CFP®-designated financial advisor at Edward Jones with 14 years of industry experience, all with his current firm since 2012. Outside of his advisory role, he owns a small rental property business in Idaho Springs, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Donna Alberts is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dan Wakin is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Income Advisors, LLC, R & D Assets, LLC, and Dan Wakin Allstate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Brian Payne is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. His prior roles include positions at Ameriprise Financial Services and UBS Financial Services. Outside of his advisory work, he is involved in a rental property business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, operating at a large scale with over 14,000 advisors and approximately $671 billion in assets under management.

Adam Driggers is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property managed by a third party. 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 solutions, supported by a large nationwide network of financial advisors and branches.

Donald Schneider is a financial advisor at Edward Jones with 25 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Edward Jones since 2008. Outside of advising, he has been involved in a weekend furniture retail business and also worked as a limousine driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

Jerry Walker is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FSC Securities Corporation and operated his own CPA firm. Outside of his advisory role, he is a trustee of Beulah Baptist Church and is involved in managing software development companies focused on practice management solutions for CPAs. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by a complex network of affiliated broker-dealer, asset management, and other financial service entities.

Jimmie Simpson is a financial advisor with Raymond James Financial, holding a Series 66 credential and nine years of industry experience. Prior to joining Raymond James in 2023, he worked at Edward Jones for six years and has held positions at Baylor Scott & White and Baylor University. He is also the president and owner of White Buffalo Wealth LLC, a support company based in Willow Park, TX. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Shannon Clemons is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Clemons worked at All Care Professional Home Health and was self-employed for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Amber Golder is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and related entities since 2016, with additional experience at Silicon Valley Bank. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Matthew Ruppe Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at BMO Harris Financial Advisors and Uvest Financial Services Group. 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 financial planning, model portfolios, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Timothy Hutton is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held roles at HomeTown Media and is also the owner of Purely Pristine, a separate business venture. He has experience in both financial services and small business ownership. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions delivered through a large network of advisors and supported by advanced operational tools.

Michael Barron is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network, Premier Business Consultants, and Raymond James Financial. Barron is also the owner of Texas Financial Divorce Solutions, LLC, which specializes in divorce planning. 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 and model portfolio programs, with advice delivered through a large network of investment adviser representatives.

Stephen Hutton is a financial advisor with LPL Financial in Weatherford, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Transamerica Financial Advisors. Outside of advisory work, he operates a cleaning business, Purely Pristine. 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 financial planning and portfolio management services, utilizing research-driven model portfolios, third-party subadvisors, and customized strategies.

William Strait is a Series 66 licensed financial advisor with Edward Jones, where he has worked for 10 years. He also serves as owner and coach for the Silverado Stampede, a select baseball organization in Millsap, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jenna Hill is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in mortgage lending and operated a small custom gifts business, JhettSetter Creations LLC, which creates accessories and event signage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies along with affiliated investment products and fiduciary services.

Jay Cawthon is a financial advisor with Edward Jones in Weatherford, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 solutions supported by a large national network of advisors and branch offices.

Stephen Coffee is a financial advisor with Cetera, holding the PFS™ designation and two years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has operated Coffee CPA Services LLC since 2021, where he provides tax, accounting, and business consulting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 advisors.