Matt Addington is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Farther and previously worked at Constitution Wealth and Worthpointe. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, using a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, executed through proprietary model portfolios and algorithmic rebalancing, employing a range of assets including ETFs, mutual funds, equities, and fixed income.

Seth Mc Carty is a financial advisor with Eagle Strategies (NY Life) based in Weatherford, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, Mr. Mc Carty worked with NYLIFE Securities LLC and Wes Young & Associates, and he has experience in both academic and entrepreneurial roles. He is also involved as an investor with Money Metals Exchanges focusing on self-directed IRAs. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across a variety of program types, including fee-based advice and retirement plan consulting, with a significant portion of assets managed on a non-discretionary basis.

Brendon Winkler is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Moneta Group Investment Advisors, TD Ameritrade, and Doctors without Quarters. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and various organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, discretionary and non-discretionary portfolio management, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

John Leithner is a financial advisor with Commonwealth Financial Network in Weatherford, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Kms Financial Services, Inc. from 2008 to 2020 and has owned Leithner Financial Group, LLC since 2020, which facilitates securities, advisory, and insurance business. Leithner also conducts fixed insurance sales as part of his activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance services, enabling advisors to offer customized portfolio solutions and third-party asset manager access.

Rhonda Foster is a CFP® and ChFC® with 23 years of industry experience. She has been with GWN Securities Inc. since 2014. Outside of her advisory role, she is the owner of RB Wealth Management, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs including traditional and active investment strategies.

Christina Beninati is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Commonwealth Financial Network and previously worked at Barron Wealth Strategies and Raymond James Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody and clearing services.

Jarrod Nunn is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at UBS Financial Services and Merrill. He is also involved in managing a personal brand under Palmer Nunn Wealth Management and acts as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, from individual investors to institutional accounts. The firm features a limited-partnership ownership structure with over 350 advisors and primarily manages assets on a non-discretionary basis.

Randy Cox is a CFP® professional with 31 years of experience in the financial services industry. He is currently affiliated with OSAIC and has operated his own practice, Cox Financial Group, since 2011. His career also includes nearly three decades with FSC Securities Corporation. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to multiple investment platforms and third-party managers.

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.

Jamie Yanez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining J.P. Morgan Securities in 2020, Yanez worked at BBVA Securities Inc. and Compass 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

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.

Thomas Wilson is a Series 66 credentialed financial advisor with Edward Jones in Benbrook, TX. He has 10 years of industry experience, all with Edward Jones since 2016. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

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 with LPL Financial based in Weatherford, TX, holding Series 63, 65, and 66 licenses and possessing 40 years of industry experience. His prior roles include positions at Income Advisors, LLC, R & D Assets, LLC, Dan Wakin Allstate, and Broyhill Asset Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives.

Jeremy Pullin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. and was employed by Texas Rangers Baseball, LLC for ten years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers customized performance reporting through a non-discretionary advisory program.

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.

Myranda Crawford is a financial advisor at Edward Jones with one year of industry experience. She previously worked for ten years at Mason Joseph LLC. Outside of her advisory role, she owns Crawford Creek Quails, an agricultural business that raises and sells bobwhite quail to ranches and hunting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

Cody Hambrick is a financial advisor at Edward Jones in Fort Worth, TX, with 12 years of industry experience. He holds the Series 66 designation and 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.