Deanna Willson is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is employed as a registered sales assistant at Holmes Wealth Management and serves as an agent at Oak Crest Advisors. 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 offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public finance through its unique municipal advisor affiliation.

Darrell Glaser is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2022 and Cambridge Investment Research, Inc. since 2015. Outside of his advisory work, Glaser manages a cattle ranch and serves on the boards of a church and an agricultural marketing group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment platforms and strategies tailored to client objectives.

Trevor Glaser is a financial advisor at Cambridge Investment Research Advisors with Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Ashley and Company and has a background that includes time at Texas A&M. Outside of his advisory work, he is involved in agribusiness through Bar G Ranch in Rogers, Texas. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, by offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Jennifer Anderson is a financial advisor at Raymond James Financial with 14 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and PNC Investments. Outside of her advisory work, she is involved with National Championship Sports. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools like risk profiling and probability modeling, supporting implementation through its advisory programs and strategic partnerships.

Johnathan Taylor is a Series 66 licensed financial advisor with Edward Jones in Temple, TX, where he has worked since 2019. He has six years of industry experience and also serves in the United States Army. Outside of his advisory role, he is a co-owner of two short-term rental property businesses in Belton, TX. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of over 23,700 financial advisors.

Kyle Huitt is a financial advisor with Edward Jones in Harker Heights, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has worked in various roles including graduate assistant at Baylor University and owner of a web design company. He also conducts research in philosophy and theology for a private project. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branches nationwide.

John Ash is a financial advisor with Primerica Advisors in Temple, TX, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked with PFS Investments Inc. since 1990 and Primerica Financial Services since 1988. Outside of his advisory role, Ash serves as an elder at a Church of Christ congregation and is president and director of Ash Freedom Team, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

James Ortyn is a financial advisor with LPL Financial in Belton, Texas, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2009. 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 advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research and model portfolios.

John Holmes Sr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing, and since 2020 has been associated with Oakcrest Advisors, Holmes Wealth Advisors, LLC, and Raymond James Financial Services Advisors. Outside of his advisory roles, he is involved in local community activities, serving as a committee member for the Belton Economic Development Corporation and holding a political office in Belton, Texas. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Lauren Cunningham is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at several firms including Ameriprise Financial Services, Inc. and Beene Wealth Management Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable roles in commodity pool operations and advisory services to multiple registered investment companies.

William Woughter Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2005 and 2006, respectively. In addition to investment-related work, he is involved in sales and referrals related to mortgage products, home security, automation, and other home services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third parties and supports advisory services through a nationwide network of over 3,600 financial advisors.

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.

Deborah Swanson is a CFP®-certified financial advisor with 28 years of industry experience. She currently works with LPL Financial and previously spent nine years at Sigma Planning Corporation and Sigma Financial Corporation. Aside from her advisory work, she manages rental properties for family members. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management and research from multiple sources.

Hugh Shine is a financial advisor with Wells Fargo Clearing in Temple, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, he serves as an adjunct professor teaching fundamentals of investing to senior-level finance students at the University of Mary Hardin Baylor. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Daryl Riegel is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.