Andrea Kelly is a financial advisor at Edward Jones with 27 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she serves as a co-trustee for a trust in Houston, TX, where she helps validate the need of funds for beneficiary care and support. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Leah Parent is a Series 66 licensed financial advisor with eight years of experience at Edward Jones in Cleburne, TX. She has been with Edward Jones since 2011, spanning a total of eight years in her current role. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Michael Forrester is a Series 66-licensed financial advisor at Edward Jones in Mansfield, TX, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Halliburton from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Valek is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has been with Edward Jones since 2012. 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 investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Joseph Toye is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Before joining LPL Financial in 2024, he worked for Enhabit Home Health and was self-employed. He continues to maintain an affiliation with Enhabit Home Health and Hospice outside of his advisory role. 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.

Vijeran Zrile is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple J.P. Morgan entities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a program that emphasizes centralized due diligence and incorporates ESG criteria.

James Pappas is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with J.P. Morgan Securities in Crowley, TX. His prior experience includes roles at JPMorgan Chase, Thrivent Financial, and Baylor University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a manager solutions team.

Richard Kelly II is a financial advisor with Edward Jones in Mansfield, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a partner in a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

James Logan is a financial advisor with Edward Jones in Cleburne, TX, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been with Edward Jones since 1993. Logan serves as a board member of the Johnson County Family Crisis Center, providing oversight and counsel to the organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate 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.

Barry Rose is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, LPL Financial, Edward Jones, and Eecu Credit Union. Outside of his advisory role, he is a partner in two family LLCs holding inherited property and mineral rights. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary investment models.

David Sykes is a financial advisor at Edward Jones in Alvarado, TX, holding a Series 66 designation with 12 years of industry experience, all at Edward Jones since 2014. Outside of his advisory role, he coaches the varsity basketball team at The Canterbury Episcopal School and owns Sykes SWAG, a sports consulting business focused on event organization and youth sports coaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, maintaining over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Lane Harrington is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Micro Technologies and held various positions in the agriculture and food sectors, including roles at Preferred Beef Group, Munson Cattle Company, Tyson Fresh Meats, Rowdy Reeds, and Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Lynn Bates Jr. is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,000 branch offices.

Brianna Wilson is a financial advisor at Edward Jones with four years of industry experience. Prior to her current role, she served six years with the Arlington Police Department and seven years in the United States Navy Reserve. Outside of finance, she hosts a podcast focused on missing persons cases in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches.

Devin Fitzgibbon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in automotive sales and service management roles in Burleson, TX, including positions at Family Volkswagen, Family Toyota, and Burleson Honda. Outside of advising, he serves as a service director at a Toyota dealership. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Brandon Hamil is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at firms such as Girard Securities, Summit Brokerage Services, First Allied Securities, and RBC Capital Markets. He is based in Mansfield, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of customizable investment strategies.

Jeffrey Rasco is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Cetera since 2025 and also operates several business ventures including a tax preparation and accounting firm, as well as serving on the board of directors for a local nonprofit that supports charitable causes. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program options and custodial relationships.

Eugene Loh is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its affiliates since 2011. Outside of his advisory work, he is a partner at TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also supports model portfolio delivery and serves multiple registered investment companies, with distinctive involvement in commodity pool operations and advisory roles uncommon among large institutional peers.

Thomas Hubbell is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Kestra Advisory Services, Advisor Resource Council, LPL Financial, Ameriprise, and Edward Jones. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals.

Chapman King is a financial advisor at Cetera with a Series 66 designation and just over one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including roles at Oak Point Recreation Center and Prince of Peace Catholic School. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.