Christine Norton is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she held various roles in healthcare-related organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options with a nationwide network of over 23,000 advisors.

Brett Maikowski is a financial professional at Cetera with nine years of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2017. Outside of his advisory role, Maikowski serves as president of the Downtown Rockwall Association, a nonprofit organization focused on supporting and promoting downtown Rockwall. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Christopher Craig is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies that align with their unique financial goals. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, and tax minimization. Mr. Craig holds a Bachelor's Degree from the University of Oklahoma and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He provides ongoing advice to clients, adapting their portfolios as their situations change to help them pursue their financial objectives. Outside of his professional work, Christopher Craig is involved with the Juvenile Diabetes Research Foundation (JDRF) in Oklahoma. His personal interests include cooking, football, golfing, pickleball, spending time with his family, and watching movies.

Allison Wilson is a CFP® with six years of industry experience currently with Raymond James Financial Services Advisors, Inc. She previously worked at Allen Independent School District for 12 years. Outside of her advisory role, she serves on the finance committee of The Cross Church in Wylie, TX. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Deonna Osborn is a financial advisor with LPL Financial in Garland, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her career includes roles at Cetera, Summit Brokerage Services, and managing Fulfer and Associates, Inc., where she has also been involved in tax preparation and accounting services. Additionally, she owns a business named Writing the Dream. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios, research, and various portfolio management technologies.

Blake Fisher is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Dallas, TX. He has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2021 and previously spent seven years at Fidelity Brokerage Services and Fidelity Investments. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Potts is a financial advisor at OSAIC with 49 years of industry experience. He holds the CFP® and Series 63 designations and has worked previously at SagePoint Financial and Signature Planning Inc, where he serves as president. Signature Planning Inc operates as a tax entity and covers some of his business expenses. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services through a broad network of advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Seth Panter is a financial advisor at Edward Jones in Rockwall, TX, with one year of industry experience. He holds a Series 66 designation and previously worked at GMR Protection Resources and L3 Technologies. Outside of his advisory role, he is the owner and operator of OneWay Woodworks LLC, a woodworking 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 investment advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.

Jaxon Malaby is a financial advisor at Equitable Advisors in Dallas, TX, with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo and within academic roles at the Spears School of Business and Oklahoma State University. Outside of finance, he has been involved in entrepreneurial activities through SubPar Disc Golf, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a significant portion of assets managed non-discretionarily.

Christopher Moyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 16 years of industry experience. Prior to joining LPL Financial in 2024, he was with PFS Investments, Inc. for 14 years and Primerica Financial Services for 15 years. He is also a sales associate with LegalShield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Fred Chandler is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in the financial services industry. Beginning his career as a trader with Fidelity Investments, Fred joined Merrill Lynch in 2001, working alongside his father, a financial advisor with 38 years of experience. This mentorship has deeply influenced Fred's approach to wealth management, where he focuses on strategies tailored to family wealth management, legacy planning, liquidity management, retirement income, and portfolio management services. Fred holds a Bachelor's Degree in Business Administration from the University of Arkansas and is a member of the Kappa Sigma fraternity. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Fred emphasizes a client-centered philosophy, aiming to provide personalized wealth management strategies aligned with clients’ goals and market conditions. Outside of his professional role, he is involved in community volunteer activities and enjoys fishing, golfing, hunting, and tennis. Fred resides in Dallas, Texas, with his wife and two daughters.

David Evans is a CFP® with 39 years of industry experience, currently serving at Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He holds a Series 63 registration and operates out of Dallas, TX. In addition to his advisory work, he sells life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform serving over 10,000 advisors and roughly 800,000 clients.

Michael Charne is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America and Merrill from 2010 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s offerings include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

John Sweeden is a financial advisor with Cetera in Richardson, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Avantax and its affiliates from 1987 to 2025 and has been involved with Five Star Partners and Five Star Advisor Partners since 2004. In addition to his advisory work, he owns and manages Five Star Partners, providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and program structures.

Jason Besly is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the US Census Bureau and held roles in various companies including Novel Therapy LLC and Nexeo Solutions LLC. He is a managing member of Novel Therapy LLC, a mental health business, which is operated by his wife under a family trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 advisors.

Erick Carlos is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo, and VisionPoint Advisory Group. Outside of his advisory work, he serves as CEO of NEC Capital, LLC and is the owner of Texas Private Wealth Insurance Group, which provides various insurance services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofits. The firm provides tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

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.

Mark Jenison is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, he participates in the Business Alliance Round Table leadership group and serves as a trustee of a living trust for his parents. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid advisory and brokerage model, tailoring services to client goals and risk tolerance while offering both discretionary and non-discretionary investment management options.

Andrew Mc Clure is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC for four years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Jereme Lancaster is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.