Alyssa Dotson is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Christine Carrillo is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, as well as its advisory role to multiple registered investment companies.

Shawn Malley is a financial advisor with Ameriprise in Mansfield, TX, holding a Series 66 designation and 18 years of industry experience. He worked at Edward Jones for 15 years before joining Ameriprise in 2023. Outside of advisory services, he owns a business related to real estate management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Grayson Tennison Jr. is a CFP®-certified financial advisor with Edward Jones in Mansfield, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he manages a real estate entity that owns the commercial building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Stephanie Woehr is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2019. She has six years of industry experience, including prior roles at Regions Bank and a 15-year involvement with Madeline's Interiors. Outside of her advisory work, she serves as a volunteer on the Financial Advisory Council for St. Vincent de Paul Catholic Church in Arlington, TX, assisting with the church’s financial oversight. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Daniel Woodard is a financial advisor with LPL Financial in Burleson, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior work includes roles at Securities America Advisors, Securities America, Inc., and Eecu Credit Union. 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 a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

John Hardin is a financial advisor with Edward Jones in Cleburne, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is associated with energy partnerships based in Irving, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and other investment services.

Matthew Dollins is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 credential with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brandy Monasco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with J.P. Morgan entities since 2015. Outside of her advisory role, Monasco manages social media channels focused on animal and DIY project videos. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative manager research to deliver asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Mark Simmons is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 designation and two years of industry experience. Prior to his financial advisory role, he served for 18 years as a worship minister at Burleson Church of Christ, a position he continues part-time alongside his advisory duties. 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 a range of financial planning and asset management solutions supported by a large network of advisors and integrates both technology and traditional investment approaches.

Randel Rix is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at D.R. Horton for six years and GM Financial for three years. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a large national network of advisors and branch offices.

David Layman is a financial advisor with Edward Jones in Joshua, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience, all with Edward Jones. Outside of advising, he holds a gas royalty interest with Chesapeake Energy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Christopher Ison is a CFP® professional with 19 years of experience in the financial industry, all spent at Edward Jones since 2007. He holds a Series 66 designation and is based in Mansfield, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Frank Bugh is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 1995. 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, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized advisory programs such as municipal finance and SIMPLE IRA Employer Advisory services.

Tris Fitz Gibbon is a Series 66 registered financial advisor with Edward Jones in Burleson, TX, where he has worked since 2008. He has 18 years of experience in the industry. Outside of his advisory role, he holds positions as Vice President and Secretary at Fitz Enterprise TX, a consulting dry cleaning business. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds while operating under a fiduciary standard.

Nathan Harsh is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with LPL Financial since 2022. Prior to this, he spent six years with Wells Fargo Clearing. Outside of his advisory role, he is involved with several private business ventures, including co-ownership in entities such as Aspen Custom Homes, LLC and Keen Capital Holdings, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of advisory services and investment strategies supported by extensive research and technology tools, operating one of the largest networks of investment adviser representatives in the industry.

Karen Freeman is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has operated her own CPA firm, Karen S. Freeman CPA PLLC, since 2007, providing tax preparation and accounting services. Freeman is also involved in other business activities, including managing John Clark Ranch and serving fiduciary roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Jeremy Walker is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Kestra Investment Services, Advisor Resource Council, LPL Financial, and Ameriprise. Outside of his advisory work, he is involved in multiple entrepreneurial ventures including owning a firearms business and serving as president of an agricultural company. Cambridge Investment Research Advisors serves a diverse clientele including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Andrew Dixon is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation. He has one year of industry experience with prior roles at Fidelity Investments, Thrivent Financial, and Thrivent Investment Management Inc. Before entering the financial industry, he worked in education with Mansfield ISD and Ft Worth ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.