Drake Steers is a financial advisor at Charles Schwab with Series 63 and Series 66 registrations and three years of industry experience. He has worked at Charles Schwab since 2024 and previously at TD Ameritrade from 2022 to 2024. Prior to his financial services career, he held positions in various roles including Firefighter Moving Company and retail. Charles Schwab & Co., Inc. serves a large client base primarily composed of high-net-worth and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides investment guidance using multi-asset model portfolios and due diligence on alternative investments.

Jay Ditty is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Wells Fargo Clearing. Outside of his advisory role, he serves as Senior Pastor at Silver Creek Baptist Church, where he leads weekly worship services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and a formal alternative-investment onboarding process.

James Hamilton Jr. is a financial advisor with Edward Jones in Azle, Texas, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he has income interests related to crop sales and oil royalties from a farm in McLeansboro, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Jamie Crnkovic is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Advisors, and Edward Jones. Outside of his advisory work, he operates a business entity for tax and investment purposes, Jamie Crnkovic, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment solutions including model portfolios, third-party asset management, and institutional platforms.

Geoffrey Browning is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has held roles at Edward Jones since 2021. Prior to joining Edward Jones, he worked in the oil and gas sector and managed mineral investments through several entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Doyle Walters Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked with Securities America Advisors, Inc. and Axa Advisors, LLC. In addition to his advisory role, he operates Walters Financial Services, providing insurance and investment advisory services focused on client needs including growth, income, and protection. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment solutions. The firm employs sophisticated portfolio construction tools and supports both discretionary and non-discretionary account management.

Richard Friend is a CFP® and ChFC® with 39 years of industry experience. He is currently with Osaic and has held prior roles at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory work, he serves as President of the Arapahoe Ridge Homeowners Association, where he participates in managing policies and acts as a spokesperson. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and portfolio management utilizing a variety of investment vehicles and third-party resources.

Timothy Norman is a financial advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. With over 15 years of experience, he offers a tailored approach to help families and individuals achieve their financial goals by creating personalized strategies that reflect their unique perspectives and priorities. Timothy holds a Bachelor's degree from the University of North Texas and professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise encompasses financial strategies, retirement planning, investment management, and estate planning services. Outside of his professional work, Timothy enjoys cooking, fishing, golfing, and spending time with his family.

Jimmy Griffith is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 options, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Roger Williams is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he has served as Vice President of Budget & Finance for the Lake Pointe Elementary PTA, where he was responsible for preparing annual budgets and directing fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Alannah Chartier is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

John Petrach II is a financial advisor at Edward Jones in Weatherford, TX, with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for General Motors Corporation for 31 years. Outside of advising, he is involved with BKV Barrnett, LLC, which holds gas rights in Bridgeport, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Arthur Nicodemus III is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently with LPL Financial, having joined in 2025, and previously worked for Madison Avenue Securities, Inc. for 16 years. Nicodemus also operates as an independent insurance agent. 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 portfolios, third-party asset management, and institutional platforms.

Brian Baker is a financial advisor at Edward Jones with 29 years of industry experience. He previously worked at Fidelity Investments for 18 years before joining Edward Jones in 2025. He holds Series 63 and Series 66 credentials. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and overlay tax-efficient services.

Slaten Gough is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and has experience in the retail sector. He is a partner in Gough Wealth Management LLC, where he manages his wealth management practice. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, with a focus on non-discretionary advisory services supported by advanced analytical tools.

Brent Gough is a financial advisor with Raymond James Financial Services Advisors, Inc. and Gough Wealth Management, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for over two decades. Gough serves on the CFP Advisory Board for the Dr. Sam Pack Business School at Tarleton State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals, while also offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.