Peter Tilton is a financial advisor at Edward Jones in Argyle, TX, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at Eagle Railcar Services and Trinity Railcar Maintenance Services Inc. He serves as a board member for Canyon Falls Municipal Utility District #1 in Dallas, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated products. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary standard and diversified capabilities beyond traditional advisory services.

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Kevin Sorensen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior work includes roles at Charles Schwab, Robinhood, Altruist Financial, and First Command Financial Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting primarily through non-discretionary relationships, supported by a broad range of portfolio management styles and affiliated research.

Scott Robinson is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at RFG Wealth Advisory and INVEST Financial Corporation. Robinson also operates Scott L Robinson Advisors LLC, a business entity established for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Grant Garrett is a CFP® professional with 14 years of industry experience, currently advising at Fidelity. He has worked with various Fidelity entities since 2011 and serves as an adjunct faculty member at the University of North Texas, where he teaches a course on life insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach.

Scott Strange is a financial advisor with LPL Financial in Lewisville, TX, holding Series 63 and Series 66 licenses and totaling 29 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2001. Outside of his advisory role, he is involved in several family-related business interests including partnerships in biotech research firms, commercial real estate, and a CPA firm. 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 financial planning and investment management services through a large network of advisors, using model portfolios, third-party subadvisors, and customized strategies supported by research and operational tools.

Sebastian Silen is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on client relationships through communication and transparency, working closely with clients to understand their priorities and develop plans that align with their goals. Prior to this, he served as President and CEO of Vibrant Wealth Strategies, LLC from 2016 to 2019. His professional experience also includes roles as a Registered Investment Adviser with New York Life, NYLife Securities LLC, and Eagle Strategies LLC between 2015 and 2019, as well as Managing Partner at Modern Woodmen of America from 2010 to 2015. Sebastian holds insurance licenses in Arkansas and California. Outside of his professional work, Sebastian's personal interests include beach activities, family activities, golf, outdoor adventures, skiing, and traveling.

Jared Ottmers is a CFP® professional with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. He has been affiliated with Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, Jared is the owner of Primary Wealth Group, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Payton Mccubbin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, Payton worked at FuturesOne and Farmers Cooperative. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Wilson is a financial advisor at Edward Jones in Denton, TX, holding Series 66 and Series 63 credentials with nine years of industry experience. Prior to joining Edward Jones in 2018, he worked at Fidelity Brokerage Services, Lyft, and Lantana Communications. Outside of his advisory role, he rents a spare room in his home through Airbnb for supplemental income. Edward Jones is a wealth management firm serving individual and institutional clients with a wide 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 a large network of advisors and branches across the United States.

Nicole Smith is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked as an independent travel agent and was involved in entertainment event staffing. She also has experience in education through roles in multiple school districts. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers various investment strategies and affiliated services, managing over $1 trillion in assets through a large national network of advisors and branch offices.

Kelly Daugherty is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including JP Morgan Securities LLC, Fidelity Personal and Workplace Advisors, and Morgan Stanley. Daugherty also served in the US Army from 2014 to 2022. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

David Robinson is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 16 years of industry experience. His prior experience includes roles with RFG Wealth Advisory and INVEST Financial Corporation. Outside of advisory work, he is also active as an independent insurance agent specializing in life, accident, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Tracie Guyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services. Guyer is also a notary and operates a business entity for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Moore is a financial advisor with LPL Financial, holding a Series 66 registration and bringing six years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group and BKM P.C. He has also been involved with organizations such as the Eugene Emeralds and Northwest Collegiate Ministries. Moore owns RL Moore Enterprises, LLC, an entrepreneurial venture based in Eugene, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by extensive advisor resources and technology.

Andrew Butler is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Next Financial Group, Inc. for 16 years and has been involved with Texas American Insurers since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions including model portfolios, third-party management, and institutional platforms.

Constance Breathitt is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory work, she is involved in a family joint venture managing cattle and horses on their farm in Krum, TX. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors. The firm is notable for its extensive retail advisor and branch footprint and provides various discretionary and non-discretionary wrap fee strategies alongside affiliated mutual funds and other services.

Kyle Nayfa is a financial advisor at Edward Jones with 21 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, Kyle is involved as a director of JKAT Holdings, a drafts house style bar in Tyler, TX, and is an investor with a minority stake in Od Town Craft LLC, a bar in Lewisville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Andrea Deeley is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in holistic wealth planning. She works closely with successful families, business owners, executives, CFOs, and retirees to develop personalized financial strategies that align with their long-term goals. Her areas of focus include retirement planning, family wealth management, legacy planning, business transition strategies, college education planning, philanthropic planning, tax minimization, and portfolio management services. Andrea holds professional designations as a Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an accredited certificate program at The American College of Financial Services and attended Liberty University. Andrea collaborates with her clients and their trusted advisors to ensure comprehensive coordination of their financial lives. Beyond her professional role, Andrea is committed to community involvement and volunteers with local organizations. Her personal interests include baseball, fishing, traveling, and spending time with her family. She is married with three children, including two young adult daughters and a teenage son.

Laura Gentry is a financial advisor with LPL Financial in Denton, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with LPL Financial since 2005. In addition to her advisory role, she serves as secretary and treasurer of her husband's business and is the sole owner of Warren-Gentry Enterprises, Inc. 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 portfolio programs, third-party asset management, and institutional platforms.