Walter Newmann Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1998. Outside of his advisory work, he is an author focusing on spiritual and societal topics through books and articles. Raymond James & Associates is a large, nationally recognized broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services through various programs and employs multiple portfolio management styles supported by affiliated research and sub-advisers.

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.

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.

Jennifer Shannon is a financial advisor at Edward Jones in Granbury, TX, holding Series 66 and Series 63 licenses with three years of industry experience. She has been with Edward Jones since 2016 and previously worked in education at Keller ISD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jill Valdez is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Outside of her advisory role, she has an ownership interest in an oil and gas royalty entity based in Fort Worth, Texas. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Tris Fitz Gibbon is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Fitz Gibbon serves as Vice President and Secretary of Fitz Enterprise TX, a consulting firm specializing in dry cleaning services. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Nathan Harsh is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following six years at Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory work, he is involved in several business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting while providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeremy Walker is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Investment Services LLC, Advisor Resource Council, and LPL Financial. Outside of his advisory role, he is involved in several business ventures, including leadership positions in Maverick Wealth Management, JJ Walker Investments, and a firearms company, JJ Walker Arms, as well as volunteer service on the State Bar of Texas Grievance Committee. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of portfolio management options and emphasizes both proprietary and third-party investment strategies tailored to client objectives.