Christopher Moyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. Prior to joining LPL Financial in 2024, he worked at PFS Investments, Inc. and Primerica Financial Services. Outside of his advisory role, he is involved as a sales associate with LegalShield. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and various advisory platforms.

Michael Warren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Russell Reynolds Associates for three years and served in the U.S. Army for eight years. Outside of advising, he is an owner and partner in Climb Rockwall, a climbing gym in Rockwall, TX. 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 advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Matthew Gournay is a CFP® professional with 35 years of experience in the financial industry. He has worked at LPL Financial since 2020, following prior roles at Woodbury Financial Services and Osaic Financial Services. Outside of advising, he is involved in non-variable insurance activities on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Patrick Wilker is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Thrivent Investment Management since 2021. He previously worked at U.S. Bancorp Investments, Inc. and Ameriprise Financial Services, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning without including implementation of recommendations. The firm offers combined planning and managed-account services through a consolidated billing option called “WealthPlan” while maintaining these services separately.

Larry Money is a financial advisor with Cetera in Greenville, TX, holding a Series 66 credential and 17 years of industry experience. He has previously worked with Avantax Advisory Services and 1ST Global Capital Corp., and also operates a CPA practice. Outside of advising, he serves as Board Chair and Treasurer for Raffa Clinic, a faith-based pregnancy resource organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

Nicky Sprowls Jr. is a financial advisor at Edward Jones with 34 years of industry experience, having been with the firm since 1992. He holds Series 63 and Series 66 designations. Outside of advisory services, he manages Sprowls Minerals LLC, which distributes mineral income payments to his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of household and organizational types. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nicholas Cason is a CFP®-credentialed financial advisor with 21 years of industry experience, currently working at J.P. Morgan Securities. His prior roles include positions at TD Ameritrade and Scottrade spanning over a decade. 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. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework, serving clients who retain final decision-making authority.

Patricia Gomez is a financial advisor with Ameriprise in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at The American National Bank of Texas, Advisor Resource Council, LPL Financial, and Edward Jones. She serves on the Board of Directors for the Lone Star Desk and Derrick Club of Dallas as Director of Education. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Demond Dawkins is a financial advisor with LPL Financial in Wylie, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at J.P. Morgan Chase from 2013 to 2017 before joining LPL Financial. Dawkins serves as a board member for the Wylie Economic Development Corp and is employed part-time at Macedonia Missionary Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, various portfolio programs, and institutional platforms, employing a range of investment strategies supported by operational research tools.

James Braaten is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Braaten oversees business operations through Braaten Enterprises and serves as a brand ambassador for companies promoting environmental and social benefits. He is also involved in community service as a board member and youth services chairperson for the Rockwall Noon Rotary and participates in managing the endowment fund at Holy Trinity by the Lake Episcopal Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Heidi Jostes is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Merrill, J.P. Morgan Securities, Edward Jones, and other financial institutions. Outside of her advisory work, she provides occasional marketing consulting support for her husband’s business, The Jostes Group, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of topics, while keeping planning and managed-account services separate.

Harry Hughes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, WFG Investments Inc, National Securities Corp, National Asset Management, and B. Riley Wealth Management before joining LPL Financial in 2024. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Christian Jordan is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Axa Advisors and roles in higher education and nutrition before joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to tailored investment models and discretionary managers.

Shonda Young is a financial advisor with Edward Jones in Lavon, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2011. She established an LLC related to real estate investing, though it remains inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages a broad range of investment strategies and operates an SEC-registered advisory program, supported by a large nationwide network of advisors and branches.

Dyne Buckley is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Rockwall, TX, with five years of industry experience. Prior to joining Edward Jones in 2021, Buckley worked at ExxonMobil for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Joshua Panter is a financial advisor at Edward Jones in Rockwall, TX, with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his advisory career, he spent time at Varsity Tutors and Wylie Independent School District. 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, affiliated mutual funds, and tax-efficient services.

Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been serving since 2025. He focuses on helping clients optimize their company benefits and works to build long-term relationships to support both short- and long-term financial goals. Prior to his current role, Joshua held various positions at Fidelity Investments, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate from 2020 through 2025. Before joining Fidelity, he worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua holds a California Insurance License. Outside of his professional responsibilities, he enjoys comedy, family activities, football, parenthood, and spending time with his pets.

Lindsay Campione is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2012, accumulating 14 years of experience. She is based in Sunnyvale, TX, and has two years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse households and corporate entities. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Hosey is a financial advisor with Edward Jones in Rockwall, TX, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, Hosey is involved in aviation and property management through several business interests, including a partnership in TJH Aviation and leadership roles in Greenville Blue Sky Holdings, LP and Hosey Enterprises, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and a securities-based lending option, supported by a nationwide network of financial advisors and branch offices.

Christopher Martin is a financial advisor with LPL Financial in Rockwall, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and third-party asset management, utilizing various investment strategies alongside a broad array of non-advisory financial products and services.