Loren Dean Mims is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously served in the US Navy for 11 years. His prior work experience includes a role at Global Dimensions LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Ramon Gaytan is a financial advisor with J.P. Morgan Securities in Mesquite, TX, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Bank of America, Merrill, and multiple tenures at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm integrates quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Jackson Walker is a financial advisor at Merrill with a Series 66 designation and has been with the firm since 2026. Prior to joining Merrill, he worked in various educational roles from 2016 to 2026, including positions at Houston Christian University and multiple community colleges. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Phillip Smith is a financial advisor with Edward Jones in Mesquite, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013 and also operates Smith & Co. Appraisals, Inc., a business he has been involved with since 1999. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Crenshaw is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He operates a hobby farm in Ferris, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors that supports more than four million clients across individual and institutional segments. 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.

Nick Lamb is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in selling non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm emphasizes third-party asset manager selection and oversight, utilizing BNY Mellon Advisors for model implementation and custody services.

Michael Danter is a financial advisor with OSAIC based in Sunnyvale, Texas, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His work history includes tenures at Royal Alliance Associates and First Independent Advisory Services, along with operating as a sole proprietor since 2006. Outside of advisory roles, he is involved in insurance sales focused on life and health. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various strategies including Unified Managed Accounts and third-party manager programs.

Richard Smith Jr. is a CFP® professional with 31 years of industry experience, currently advising at Cetera. He has held various roles at Cetera and Avantax, and owns Smith Financial & Associates PC, where he provides tax preparation and financial services. Outside of his advisory work, he coaches nonprofit youth baseball and manages related nonprofit activities. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management, financial planning, and retirement services.

Wesley Oliver is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is involved as an owner in a property and real estate management business in Rockwall, TX, and has consulted for Scout and Cellar through a partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Kyle Roehrig is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent three years at Edward Jones. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Bryan Webb is a financial advisor with Edward Jones in Mesquite, TX. He holds the Series 66 designation and has 12 years of industry experience, all of which has been with Edward Jones since 2014. Prior to his advisory career, he operated an LLC as a real estate agent but has not been active in that role for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kelly Ha is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various affiliates of JPMorgan Chase since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Christian Calderon is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at multiple financial firms, including USAA Investment Services and J.P. Morgan Securities, with current tenure at JPMorgan Chase Bank since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Fay Keane Headley is a CFP® professional with 20 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2006. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she manages MIJAH Texas LLC, involved in purchasing and wholesaling real estate properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, supported by a large national network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Lisa Allen is a financial advisor with LPL Financial in Mesquite, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Neighborhood Credit Union and LPL Financial in multiple periods since 2006 and has held roles at Aflac, MassMutual, and MML Investors Services. Outside of advisory work, she has been employed as a delivery driver for DoorDash. 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, utilizing both discretionary and non-discretionary investment strategies.

Pamela Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She previously worked at Prudential Equity Group, LLC for eight years before joining Wells Fargo in 2016. Outside of her advisory role, she is involved in a jewelry making and sales business operated jointly with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines large-scale assets under management with brokerage and advisory solutions supported by research and analytics.

Jordan Webb is a financial advisor at Edward Jones in Mesquite, TX, holding a Series 66 designation. Webb began working at Edward Jones in 2026 and has prior experience in various roles including positions at Forney Independent School District and Triumph Logistics. 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, supported by a large nationwide network of financial advisors and branch offices.

James Wade is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, alongside operating Jim Wade Enterprises Inc. Since 1977, he has also maintained a tax practice and serves as an election judge in Dallas County. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Brian Shepherd is a CFP®-designated financial advisor with Edward Jones, based in Garland, TX, and has 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Shepherd serves as Immediate Past President of the Exchange Club of Garland and is a trustee at Gatewood Baptist Church. He also receives book royalties from The Old Paths Publications. 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 with a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Clarence Goforth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of C & D GoForth, Inc., a business formed for Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure.