Caira White is a CFP® certificant and holds a Series 66 license with five years of industry experience. She currently works at Osaic Wealth and has prior experience at firms including Farther Finance Advisors and ELS Vision Wealth Management. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Sarah Fogle is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at LPL Financial since 2007. She is also affiliated with Texas Trust Credit Union, where she has been involved since 2006. 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.

Adam Woldt is a Series 66-licensed financial advisor with Edward Jones in Red Oak, TX, and has two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Gilchrist Automotive, Woldt Logistics, Uber, and Farmhouse Furnishings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.