Jill Slayton is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Woodbury Financial Services Inc. for eight years. Outside of her advisory role, Ms. Slayton owns and manages a cattle business and engages in insurance services related to life, health, and long-term care products. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm combines brokerage and advisory services with sophisticated asset-allocation tools and offers access to third-party managers and wrap programs.

Gabriel Klawa is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked as an intern at Financial & Insurance Services of Texas while attending college. His background also includes a year in carpentry and several years as a full-time student. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services using advanced portfolio construction tools and a variety of investment options, supporting both discretionary and non-discretionary management approaches.

Steven Combest is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. since 2023. He previously worked at FSC Securities Corp. and Capital Financial Services, Inc. In addition to his advisory role, Combest is co-owner and property manager of a family-owned shopping center and operates Combest Wealth Management, LLC, providing financial planning and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs sophisticated portfolio construction tools and supports multiple advisory platforms and legacy programs.

Tanner Seabourn is a CFP® and ChFC®-credentialed financial advisor with five years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at firms including AGIA, VALIC Financial Advisors, Inc., and PFS Investments Inc. Outside his advisory role, he is also engaged in non-securities insurance product activities. 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, and institutional entities. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Justin Dollins is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Edward Jones and Crux Wealth Advisor. Outside of his advisory work, he is CEO of two support companies, 3:23 Advisors and JD Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad advisor network with tools that include risk profiling and probability modeling.

Marcia Hackett is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include positions at USAA Financial Advisors, USAA Investment Management Company, and a period as a self-employed advisor. Outside of advising, she is an owner of a real estate investment property used for short-term vacation rentals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure to serve a large client base.

Minh Doan is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2005. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ricardo De La Torre is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Hilltop Securities and Horace Mann Investors Inc. His current tenure at Raymond James & Associates spans five years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Tasha Cunningham is a Series 66-licensed financial advisor with Edward Jones, based in Forney, TX, with one year of industry experience. Prior to joining Edward Jones in 2024, she worked for Farmers Insurance Group for twelve years. Outside of her advisory role, she operates a home bakery called Sweet T's Treats as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Joseph Alfinito is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Summit Financial Group. Alfinito is also a CPA with longstanding involvement in tax preparation and accounting through his own practice. 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.

Kelly Connel is a financial advisor at Edward Jones in Rockwall, TX, holding the CFP® and Series 66 designations with 10 years of industry experience. Connel has worked exclusively with Edward Jones since 2016. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Guerra is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2015 and has worked at JPMorgan Chase Bank during part of that time. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ryan Adams is a CFP® with 10 years of industry experience and currently serves as a financial advisor at OSAIC in Mesquite, TX. He previously worked at Signator Investors, Inc. for two years and has been involved in insurance support and administration through his sole proprietorship, Financial & Insurance Services of Texas. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth individuals and various organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced asset-allocation tools and a range of investment products across discretionary and non-discretionary accounts.

Thomas Turner is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has worked with multiple firms including Avantax and 1st Global Advisors, and he remains involved with Turner & Vedrenne Financial Services, LLC. In addition to financial advising, he participates in tax preparation, research, and consulting through Turner, Vedrenne & Howard. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using diverse program structures and access to third-party money managers.

Samuth Ean is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at EP Wealth Advisors and Ballou Plum Wealth Advisors, as well as an earlier tenure at LPL Financial. Outside of his advisory work, he serves as Chief Financial Officer at Hometown Capital. 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, supported by a broad network of over 22,800 advisors.

Sarah Gaona is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 registrations and one year of industry experience. Prior to her current role, she held positions at Wells Fargo Bank, nA, and worked in healthcare and personal care services. She also assists with home living tasks and hygiene as a home health aide for a family member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

James Williams IV is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services since 2011. Outside of his advisory role, Williams is also active as a vocalist and actor on a part-time basis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized programs for municipal advising and SIMPLE IRA consulting.

Tiffani Davis is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation. She has one year of industry experience and previously worked at Estee Lauder Companies and Henri Bendel. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing technology and a large network of over 22,800 advisors.

Loren Dean Mims is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously served in the US Navy for 11 years. His prior work experience includes a role at Global Dimensions LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Ramon Gaytan is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank. Outside of his advisory role, he owns and manages a rental property. J.P. Morgan Securities 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 recommendations on a non-discretionary basis while clients retain final decision-making authority.