Kevin Toole is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and possessing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994 and worked at Hobby Lobby from 2006 to 2024. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, alongside corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers.

Natalie Allman is a financial advisor at Edward Jones with 10 years of experience at the firm and holds a Series 66 designation. She has maintained a wholesale account as an independent member of Young Living Essential Oils, where she uses and shares products with family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Brian Ward is a financial advisor with Primerica Advisors in Georgetown, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2021 and has prior experience with Primerica Financial Services dating back to 1998. Outside of his advisory role, he is a partner in JSBC Enterprises, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Tyler Nelson is a financial advisor at Edward Jones in Belton, TX, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, he worked at Forvis LLP for five years. 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 under management through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Gunter is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. He is also the author of a book on financial literacy and owns a ranch where he raises beef cattle. Raymond James Financial Services Advisors 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through specialized affiliations.

Jack Cox is a financial advisor at Edward Jones in Temple, TX, holding a Series 66 designation with 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. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 advisors.

James Judd is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments, Inc. since 2012 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Gary Knight is a financial advisor at Edward Jones in Belton, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2014. He is also affiliated with GWK Enterprises, LLC, a sales and consulting business, though he has no active participation in its operations. 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, investment products, and fiduciary services through a large network of financial advisors and branch offices nationwide.

Evan Hodson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior experience includes 16 years at SII Investments, Inc., and he has worked as an independent insurance agent for 35 years. He is also a licensed agent for fixed insurance products. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary strategies supported by proprietary research and third-party subadvisors.

Johnathan Baker is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 credential and previously worked at Merrill and Bank of America, N.A. Prior to his financial services career, he served in the United States Marine Corps for 12 years. Outside of advising, he is involved in several business ventures, including owning a pet waste management service and a family livestock farm. 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 an ESG eligibility framework.

David Torquato is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bryan Reed is a financial advisor at Edward Jones in Killeen, TX, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and also serves in the United States Army, a role he has held since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Stephen Newton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He previously worked at Primerica Financial Services and Primerica Advisors for over two decades. Newton serves as a co-executor of an estate, which involves fiduciary responsibilities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Ruby Rivera Williams is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Raymond James prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Stubbs is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a network of more than 23,700 financial advisors across the United States.

Bryan Daniel is a financial advisor with Ameriprise in Temple, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Ameriprise in 2018, he worked at various Morgan Stanley entities from 2007 to 2018. Outside of his advisory role, he serves on multiple local boards including the Temple Firefighters' Relief and Retirement Fund, the Texas A&M Central Texas Foundation Board, and the University of Mary Hardin Baylor McLane School of Business Advisory Board, where he is chair. He is also an adjunct professor at the University of Mary Hardin-Baylor and co-owns a business supporting a public speaker and military commentator. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing comprehensive written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice in partnership with its financial advisors.

Peter Beronio is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with LPL Financial since 2009. Beronio operates under the DBA Beronio Wealth Planning Solutions, which represents his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio management, and retirement plan consulting, supported by LPL Research and various third-party resources.

Alan Horn is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Horn serves as Vice President of the Military Officer's Association of America in Harker Heights, TX, where he assists in conducting meetings and organizing an annual golf tournament to raise scholarship funds. 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 under management and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

G Daniel is a financial advisor at Ameriprise with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and its affiliates for over a decade before joining Ameriprise in 2018. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and delivers automated yet customizable recommendations primarily for clients with assets in Ameriprise-managed accounts.

Ronald Gebhardt is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. He previously served in the United States Army from 2014 to 2023. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.