Holly Howard is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2020, she worked at Baylor Scott & White Surgicare and served as an independent distributor in the health and wellness sector at AdvoCare International. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors.

Jodie Barnes is a financial advisor with LPL Financial in Millsap, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2017, she spent 20 years at Investment Centers Of America, Inc. She is involved in linked investment-related insurance activities. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Crystal Polovina is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services and Regions Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mary Mc Dow is a financial advisor at Edward Jones with Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at First Financial Bank and Raymond James Financial Services, each for about one year. 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, managing approximately $1.01 trillion in assets through a widespread 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 40 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has previously worked at firms including CUSO Financial Services, Income Advisors, R & D Assets, and operated Dan Wakin Allstate from 2011 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Brian Payne is a financial advisor with Wells Fargo Clearing in Weatherford, TX, holding Series 63 and Series 65 licenses and with 35 years of industry experience. His career includes prior service at Ameriprise Financial Services and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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 and holds Series 63 and Series 65 credentials. He has worked with FSC Securities Corporation for 16 years and owns an accounting and tax preparation firm, Coburn, Chessher & Walker CPAs P.C. In addition to his advisory role, he serves as a trustee at Beulah Baptist Church and is involved in software development for CPA practice management through his company, Software That Works LLC. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to various third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to build portfolios encompassing stocks, bonds, options, mutual funds, ETFs, and alternatives, managing accounts on discretionary or non-discretionary bases.

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.

Timothy Hutton is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has held roles in various businesses including HomeTown Media and Purely Pristine, where he serves as a business owner. He is also affiliated with Weatherford College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Billy Cox is a financial advisor with LPL Financial in Cresson, TX, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, 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 both discretionary and non-discretionary management and providing access to research and model portfolios.

Stephen Hutton is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is involved in a cleaning business called Purely Pristine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 at Cetera with one year of industry experience. He holds the PFS™ designation and has prior experience at Avantax Advisory Services and Snow Garrett Williams Certified Public Accountants. Alongside his advisory role, he is a member of Coffee CPA Services LLC, which provides tax, accounting, and business consulting services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account supervision.