Jay Cawthon is a financial advisor with Edward Jones in Weatherford, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 national network of advisors and branch offices.

Stephen Coffee is a financial advisor at Cetera with one year of industry experience. He holds the PFS™ designation and has prior experience at Avantax Advisory Services and Snow Garrett Williams Certified Public Accountants. Alongside his advisory role, he is a member of Coffee CPA Services LLC, which provides tax, accounting, and business consulting services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account supervision.

Philip Lapp IV is a financial advisor with Ameriprise in Weatherford, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership through PRP Holdings, LLC, which owns the building housing his Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

Mary Naumann is a financial advisor with Thrivent Investment Management in Weatherford, TX, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of advising, she serves as a board member of The Perry's Foundation, a private family foundation focused on community sustainability, and is co-owner of a commercial real estate business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Chuck Blanton is a Series 66-credentialed financial advisor with LPL Financial, where he has worked since 2011 and has 15 years of industry experience. He also operates a CPA firm focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, institutions, and banks, utilizing various portfolio strategies and technology tools.

Eder Frias is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Prior to that, he worked at Lone Star Valet from 2016 to 2018. Fidelity Strategic Advisers LLC, the firm associated with his work, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of model portfolios and serving as an advisor to multiple registered investment companies.

Robby Rogers is a financial advisor with UBS Financial Services in Weatherford, TX, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Kevin Rojas is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services and Primerica Advisors since the early 1990s. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Brendan Betsill is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. He previously worked at Cox Financial Group, HistoryMaker Homes, and Hooks Lincoln. At Cox Financial Group, he serves as a financial advisor, conducting client reviews and developing tailored financial plans. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and multiple advisory platforms to deliver comprehensive investment solutions.

Nathan Thomas is a Series 66 licensed financial advisor with J.P. Morgan Securities, where he has worked since 2017. He has 19 years of industry experience, including prior roles at Bokf, Na and BOSC, Inc. Outside of his advisory work, Nathan occasionally supports a family-owned eatery, Cowboy Ice & More LLC, as an employee. 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 advisory services alongside affiliated brokerage and investment management capabilities, operating with both broker-dealer and investment adviser registrations.

Kris Morris is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America/Merrill Lynch, Charles Schwab & Co, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he held roles in logistics and retail. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Bryan Smith is a CFA® charterholder with six years of industry experience. He is currently affiliated with LPL Financial and has previous experience at Woodbury Financial Services Inc, Charles Schwab, and OSAIC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Emily Villavicencio is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. Her prior work includes positions at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, Merrill, and Korn Ferry Futurestep. She was also involved with the Lubbock Symphony Orchestra and served at Texas Tech University and Retrospection earlier in her career. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Dana Perry is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Guess is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at FSC Securities Corporation, LPL Financial, and CX Institutional. Outside of his advisory work, he owns and operates Circle G Agriculture, an LLC involved in farm management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes a range of tools and third-party services to construct diversified portfolios across various asset classes.

Carrol Knight Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Michael Pacheco is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Thrivent and held healthcare roles at Providence Portland Hospital, JPS Hospital, and Texas Health Resources. Outside of advising, he is involved in patient chart auditing for Texas Health Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Tod Siedell is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc for 13 years. Siedell also serves as a councilman for Reno, Texas, where he participates in city budget meetings. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management solutions, including access to affiliated and third-party managers, and oversees more than $256 billion in assets across over 10,000 advisors.

Erik Severson is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and its affiliates since 2017. He also spent time at Weatherford College in 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across retirement, tax, estate, and other areas, with options to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Brad Payton is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Bank, NA, U.S. Bank, Bb&T Bank, BBVA Compass Bank, and Southside Bank. 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, operating under a fiduciary standard.