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.

Joel Risenhoover is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes eight years at Kestra Advisory and Kestra Investment Services, as well as 14 years at Neighborhood Credit Union. 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Lane Harrington is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Micro Technologies and held various positions in the agriculture and food sectors, including roles at Preferred Beef Group, Munson Cattle Company, Tyson Fresh Meats, Rowdy Reeds, and Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Lynn Bates Jr. is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,000 branch offices.

Brianna Wilson is a financial advisor at Edward Jones with four years of industry experience. Prior to her current role, she served six years with the Arlington Police Department and seven years in the United States Navy Reserve. Outside of finance, she hosts a podcast focused on missing persons cases in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches.

Devin Fitzgibbon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in automotive sales and service management roles in Burleson, TX, including positions at Family Volkswagen, Family Toyota, and Burleson Honda. Outside of advising, he serves as a service director at a Toyota dealership. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Brandon Hamil is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 30 years of industry experience. His prior roles include positions at Girard Securities, VSR Financial Services, Summit Brokerage Services, First Allied Securities, and several other firms. He is based in Mansfield, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options and accessibility to third-party money managers, overseeing over $256 billion in assets.

Jared Ford is a CFP® with 19 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services, Purshe Kaplan Sterling Investments, and First Command Financial Planning. Outside of his advisory work, he is involved as a member of Disability Dental Holdings LLC and Cedar Resort Management LLC, managing physical assets and real estate operations. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse investment program options, combining affiliated and third-party managed portfolios with discretionary and non-discretionary services.

Jeffrey Rasco is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Cetera since 2025 and also operates several business ventures including a tax preparation and accounting firm, as well as serving on the board of directors for a local nonprofit that supports charitable causes. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program options and custodial relationships.

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.

Eugene Loh is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2011, including roles with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a partner in TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Thomas Hubbell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and bringing 25 years of industry experience. He has previously worked at Kestra Advisory Services LLC, Advisor Resource Council, LPL Financial, and Maverick Wealth Management. Hubbell operates Maverick Wealth Management as an individual advisory business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through a network of independent financial professionals, utilizing proprietary and third-party model strategies with flexible custody and platform options.

Ronnie Rushing is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2015. He is based in Mansfield, TX. Outside of his advisory role, he is involved in forming and managing real estate investment entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Daniel Francis 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 for twelve years at Midlothian ISD in education, where he served as a substitute bus driver and scoreboard operator. 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, supported by a network of over 23,700 financial advisors and 15,000 branch offices.

Steven Ard is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Chapman King is a financial advisor at Cetera with a Series 66 designation and just over one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including roles at Oak Point Recreation Center and Prince of Peace Catholic School. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

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 15 years of industry experience. She holds Series 63 and Series 66 designations. Carrillo has been associated with Fidelity Investments since 2008 and has worked with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.