Jonathon Mcadams is a financial advisor at Fifth Third Securities, Inc. based in Austin, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. His previous roles include positions at Linscomb & Williams, The Bank of San Antonio Wealth Advisors, Mariner Wealth Advisors, and BOK Financial Private Wealth, among others. Fifth Third Securities serves a broad client base including individuals, high-net-worth clients, and institutional investors through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating advisor-directed models, SMA strategies, and tax-efficient solutions.

Caleb Stephens is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at Edward Jones and three years at LPL Financial LLC. He serves as a board member of the Christian Civic League of Maine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Stacey Vincent Flores is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Martin Capital Advisors, LPL Financial LLC, Frost Brokerage Services, Stifel Nicolaus, and JP Morgan Securities. Outside of her advisory role, she is an investor in a Dubai-based LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Trent Connor is a CFP® professional with two years of industry experience. He is currently with CWM, LLC and has previously worked at Wise Counsel Wealth Management. Prior to his financial advisory roles, he spent time in education with positions at Southwestern University and Langham Creek High School. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, foundations, and institutional clients through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan services and operational transparency.

Gregory Sanfacon is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has previously worked at Sun Life Financial Distributors, Inc. and currently holds a position with Agia involving non-securities insurance products. Outside of his advisory work, he drives for Uber on weekends around Houston airports. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to manage extensive client assets.

Wendy Coleman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. Her career includes 16 years at Centaurus Financial, Inc., followed by roles at LPL Financial and Private Advisor Group since 2025. Outside of her advisory work, she is involved with The Benefit Group, LLC, focusing on non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates on a fiduciary-based advisory model, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers.

Richard Jackson is a financial advisor at CWM, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Charles Schwab, Park Avenue Securities, and Guardian Life Insurance Company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, employing a discretionary investment approach that combines fundamental and technical analysis, third-party sub-advisors, and customized tools.

Charles Dial is a financial advisor at AE Wealth Management, LLC in Round Rock, TX. He holds a Series 65 designation and has been working in the industry since 2023. His prior experience includes roles at Alto Financial Group, Smarter With Money LLC, and Concordia University Texas. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes a platform approach, managing approximately $49.8 billion through standardized model and direct asset management programs.

Dayna Chettouh is a financial advisor with Edward Jones in Pflugerville, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has been with Edward Jones since 2003. Outside of advising, she is a co-owner of a family business, Recro Inc. dba Fibrenew of Central Texas, which provides repair 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mickel is a Series 66 licensed financial advisor with three years of industry experience, currently affiliated with J.P. Morgan Securities. His prior roles include positions at Bank of America/Merrill Lynch, LPL/Oak Bridge Financial LLC, and Raymond James. Mickel has also been involved with Become a Better Trader / WealthCharts over multiple periods. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in recommending strategies. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors within the broader J.P. Morgan organization.

Jeffrey Brecht is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at SagePoint Financial, Inc. and OSAIC Services, Inc. for over a decade each. Outside of his advisory role, he serves as a regional director for the Lincoln and Continental Owners Club, overseeing social activities and board meetings. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs firm-provided asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Gary Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and joined JPMorgan Chase Bank, N.A. in 2024. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Smith Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Sii, and MassMutual. He owns a sole proprietorship that provides life insurance quotes and strategies to clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services supported by various asset-allocation tools, third-party money managers, and unified managed accounts.

William Fox is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at First Allied Advisory Services and First Allied Securities, Inc. Outside of his advisory work, he is the managing partner of The Fox Alliance Tax Advisors, LLC, which provides tax preparation and accounting services, and also offers mortgage brokerage services through Fox Mortgage Services. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from LPL Research and third-party subadvisors.

Aaron Adams is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Georgetown, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of investment strategies, managed accounts, and affiliated funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Darrick McGill is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. His career includes roles at American Airlines and over two decades of service in the US Army Reserve. He is also involved in business activities related to the sale of home security and automation products through Primerica client services affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Janae Sowards is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Prior to her current role, she worked at Lexington Financial and Commonwealth Financial Network. In addition to her advisory work, she is an owner and president of Lexington Financial and assists with accounting for her husband's insurance business. 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 offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Marjorie Graff is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Shawn Parsons is a CFP® professional with 15 years of experience in the financial industry, all of which have been with Edward Jones since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Parsons is involved in managing a real estate business through S&K Main Street LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Amy Norris is a CFP® and holds a Series 66 designation with Edward Jones, where she has worked for 10 years. Based in Round Rock, TX, she is involved as secretary for the Professional Women of Williamson County. 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 large nationwide network of financial advisors and branch offices.