Toby Bane is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for twelve years with Mansfield Independent School District. He also tutors students in science in Grand Prairie, TX. 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 nationwide network of over 23,700 financial advisors and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Darryl Fenton is a financial advisor with Edward Jones in Cedar Hill, TX, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 advisors.

Benjiman Cubbage is a Series 66 licensed financial advisor with four years of industry experience, currently working at Edward Jones in Pantego, TX. His prior experience includes roles at Northwestern Mutual and several positions in the food service industry. He has also been involved with North Texas Soccer and Camp Chateaugay. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Derek Histen is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shirley Conditt is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 1992. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence, combining quantitative and qualitative research to build model asset allocations aligned with an ESG eligibility framework.

Joseph James III is a CFP® professional with 29 years of experience in financial advisory. He currently works with LPL Financial in Arlington, TX and has held roles at Greater Texas Federal Credit Union, MML Investors Services, and MassMutual Life Insurance Company. He also serves as Vice President and Investment Services Program Manager at Greater Texas | Aggieland Credit Union. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Ronald Newlin is a financial advisor with LPL Financial in Lancaster, Texas, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2017 and has been with LPL Financial and Neighborhood Credit Union since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Teresa Pena Moreno is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with both Merrill and Bank of America since 2016. Outside of her advisory work, she is a co-owner of a family-run rental property business and is involved in a trucking business that is currently inactive. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alex Permenter is a financial advisor with Edward Jones in Pantego, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Shawn Bates is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a young adult pastor at Hill City Church, a position he has held since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisor program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative screening and qualitative research, including an ESG eligibility framework, supported by a centralized manager solutions team.

Gerardo Simion is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved as an owner and occasional operator of Casa Quinceanera Boutique LLC, a retail store specializing in Quinceanera dresses and accessories. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies developed by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of portfolio implementation options.

Jonathan Tamayo is a financial advisor at Edward Jones in Mansfield, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked for Mansfield ISD for eleven years. Outside of his advisory role, he owns and manages a real estate business focused on rental office buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of investment strategies and advisory services through a large network of financial advisors and branch offices across the United States.

Ly Nguyen is a Series 66-licensed financial advisor with J.P. Morgan Securities in Arlington, TX, with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, Nguyen worked at Bank of America and Merrill from 2017 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process incorporates systematic due diligence and a combination of quantitative and qualitative research to build model asset allocations.

Erin Lucik is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. She also has a concurrent affiliation with Bank of America, N.A. since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Waymon Little Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 51 years of industry experience. He has been with MML Investors Services, Inc. since 1996. Outside of his advisory role, he receives gas royalties from a lease on his long-term personal residence. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured planning engagements.

Alan Reese is a Series 66-licensed financial advisor with Edward Jones in Midlothian, TX, where he has worked since 2009. He has 16 years of industry experience. Reese holds leadership roles as President of The Reese Corp. and Vice President of Stunc, Inc., both based in Palmer, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Andrew Frascone is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and experience outside finance with Arcis Golf and educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Wayne Lambert is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, using model-delivery strategies developed by third-party asset managers.

Sterling Hartley is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, also serving with JPMORGAN Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with implementation supported by affiliated investment management entities.

Paul Conley is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His background includes service in the United States Navy for 20 years and roles at the Texas Department of Transportation and YMCA. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing.