Joshua Benson is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. Joshua has been with Fidelity Investments since 2019, progressing through roles including Client Services Representative, Investment Solutions Representative, Investment Management Consultant, and currently serving as a Benefits & Planning Consultant. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Advisors from 2020 to 2021.

Terri Dirba is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Edward Jones since 1999. She holds a Series 63 license and is based in Grand Prairie, TX. Outside of her advisory role, Dirba has worked seasonally as floor staff for TNT Fireworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Ra Shad Adkison is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked in various roles within J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. prior to his current position. Outside of his advisory work, he also works as an Amazon Flex delivery contractor. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Joel Risenhoover is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial in two separate periods totaling nine years, and previously spent eight years with Kestra Advisory and Kestra Investment Services. He also has a background at Neighborhood Credit Union spanning 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions tailored to individuals, retirement plans, banks, trust companies, and other institutions.

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.

Jody Madding is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and 13 years of industry experience. Madding has been with Edward Jones since 2012. Outside of advisory work, Madding is a financial contributor to Beaver Bash LLC, a local business based in Fort Worth, TX. 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 services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Jared Ford is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® and Series 63 designations. His prior work includes roles at Avantax Advisory Services, Purshe Kaplan Sterling Investments, and First Command Financial Planning. Outside of advisory services, he owns a sole proprietorship under the name Ford Innovative Wealth Strategies. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.

Larry Robinson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with various divisions of JPMorgan Chase since 2005. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Collins is a financial advisor at Edward Jones with 13 years of industry experience. Prior to joining Edward Jones in 2022, he worked at First State Bank of Rice from 2015 to 2021. He serves as a board member of the Ennis Education Foundation, a volunteer role supporting local schools. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jorge Delgado is a Financial Advisor at Merrill Lynch Wealth Management. He leads a wealth management practice focused on portfolio strategy, retirement planning, and tax efficiency. Jorge works closely with clients to understand their priorities and develop plans tailored to their goals. His areas of expertise include equity compensation services, legacy planning, personal retirement planning, individual and corporate investment strategy, and tax minimization. Jorge provides dynamic and ongoing advice and guidance to meet clients' changing needs. He holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Trinity High School. Fluent in both English and Spanish, Jorge is actively involved in his community through organizations such as Cedar Hill Rotary, Hill City Church, and the Lewisville Badminton Center. Outside of work, he enjoys badminton, golfing, music, pickleball, skiing, spending time with family, watching movies, and woodworking.

Thomas Hawbaker is a financial advisor at Cetera with credentials including PFS™ and Series 63, and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency, LLC, and operates Thomas Hawbaker CPA PLLC, a licensed CPA firm providing tax planning and preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management strategies and access to third-party money managers.

Jonah Segovia is a financial advisor with Edward Jones in Midlothian, TX, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked at The Fort and was involved in entrepreneurial ventures including Too Many Snakes Ranch and Taylor Feed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Tony Seery is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He owns and operates a chiropractic franchise business, having acquired three HealthSource Chiropractic locations, with an operator hired to manage day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining one of the largest financial advisor and branch networks in the industry. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Francis is a financial advisor at Edward Jones in Midlothian, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 12 years with Midlothian ISD, where he also serves as a substitute bus driver and scoreboard operator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets across a large network of advisors and offices.

Robyn Kirby is a financial advisor with Edward Jones in Grand Prairie, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. Kirby has been with Edward Jones since 1999. Outside of advising, Kirby purchases essential oil products from Young Living but does not actively solicit sales. 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 strategies. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated capabilities beyond advisory services.

Jared Levy is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Peak American Investment Advisors and The Westwood Group. Outside of his advisory role, he conducts economic and market-related interviews with media outlets such as Fox News and Fox Business through his LLC, Delancey Strategies. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Evan Esselman is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors.

Jesus Gamez is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christina Clemmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. She has previously worked at Merrill from 2019 to 2026 and Bank of America from 1995 to 2019. Clemmons is based in Cedar Hill, TX. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Paul Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Box serves as treasurer for Grace Community Church and has authored written works. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.