Matthew Barr is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds a Series 66 credential and has worked at firms including United Health Group and The Boon Group. Outside of his advisory role, he operates Barr Tax & Bookkeeping Services LLC and is involved with New England Animal Action. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

James Rye is a Series 66-credentialed financial advisor with Edward Jones in Georgetown, TX, holding two years of industry experience. Prior to joining Edward Jones in 2023, he served in the United States Army from 2009 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Woodward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan Chase and J.P. Morgan Securities since 2011 and 2012, respectively. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Mccolm is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valic Financial Advisors, Bank of America, Merrill, Jackson National Life Distributors LLC, and UBS. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its Financial Advisors and Estate Planning Strategies Group.

Rachel Wirth is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thermo Fisher Scientific for eleven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management for institutional clients. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Andrew Sheehy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2006 and joined J.P. Morgan Securities in 2022. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Tyler Ware is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Woodmen Financial Services, Inc. and Texas State University. Outside of his advisory role, he is also an insurance agent with Oak Crest Insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

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.

Michael Truss is a Series 66 licensed financial advisor with Edward Jones, based in Cedar Park, TX, and has one year of industry experience. Before joining Edward Jones, he worked at Laurie's Cafe and was involved with Milwood Baptist Church and Christ Chapel Bible Church. Edward Jones is a full-service 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 national network of advisors and branches.

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.

John Horton is a CFP® professional with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2011. 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.

Denava Horn is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. She has been with LPL Financial since 2014. Outside of advising, she is involved with consignment sales through Just Between Friends. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified and alternative investment strategies.

Chad Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and based in Cedar Park, TX. He has one year of industry experience and previously worked at Robert Half for 13 years. Miller has also been involved with Life Abundant Leadership and Business Networking International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, estate, and tax without implementing recommendations. The firm combines holistic, goal-based analyses with its managed-account program while maintaining separate planning and management services.

Srinath Desilva is a financial advisor with LPL Financial in Cedar Park, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP for nine years and University Federal Credit Union for three years. Outside of advisory work, he is involved in a direct sales business through ACLAND Apparel, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio options.

Cyler Clifton is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. His work history includes roles at Lion Street Advisors, Heaton Bennett Insurance, and MML Investors Services among others. 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 applying an ESG eligibility framework in its recommendations.

Meaghan Medley is a Series 66-licensed financial advisor with Edward Jones, based in Liberty Hill, TX, and has seven years of industry experience. She has held various roles within Edward Jones since 2017 and previously worked in healthcare and fund distribution. Outside of her advisory work, she has been employed part-time as a bartender. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Chad Martin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he held positions at several country clubs and worked at Robo Austin LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and emphasizes fiduciary standards and tax-efficient services.

Robert Pender is a financial advisor with Osaic Wealth, Inc. based in Leander, Texas. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Osaic in 2023, he worked at Royal Alliance Associates and Signator Investors. Outside of his advisory role, he is president and CEO of Estate Preservation Network, LLC, a company providing discounted legal services through a network of attorneys. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a variety of investment portfolios on both discretionary and non-discretionary bases.