Leslie Killgore is a financial advisor with Charles Schwab in Greenville, TX, holding Series 63 and Series 66 designations and 38 years of industry experience. Leslie has been with Charles Schwab since 2016 and has operated Killgore & Associates, Inc. since 1996. Leslie serves as a board member for the Hunt Memorial Hospital District, participating in monthly meetings and a special committee focused on reviewing hospital financial statements. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

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.

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.

Joseph Alfinito is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Summit Financial Group. He is also a CPA and has operated his own accounting and tax preparation business since 1990. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 supported by proprietary and third-party research and model portfolios.

Steven Kalmus is a CFP® with 17 years of experience in financial advising, currently with Ameriprise since 2020. He previously worked at USAA in various advisory and financial planning roles from 2008 to 2020. Kalmus is also the owner of Glide Path Partners LLC, through which he manages his advisory business. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions.

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.

Bryan Brokaw is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and is based in Wylie, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Samuth Ean is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and bringing 21 years of industry experience. He previously worked at EP Wealth Advisors, Inc. from 2016 to 2019. Outside of his advisory role, he serves as Chief Financial Officer of Hometown Capital. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Rezaul Kazi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America, as well as a brief tenure at Amazon.com. His current roles include positions at both J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher White is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities and Champ Sports/Footlocker. White has been with Edward Jones since 2018, with a brief gap before rejoining the firm in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a large national network of advisors and branch offices.

Todd Hooper is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 credential and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the managing member of FIVE3025 LLC, a real estate entity related to his office condominium. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nick Crimi is a Benefits & Planning Consultant with Fidelity Investments, serving in the Executive Services division since 2024. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity from 2022 to 2024. He focuses on helping clients utilize Fidelity's financial tools and resources to develop tailored financial strategies that support their short-term objectives and long-term goals. Nick's approach centers on aligning financial planning with each client's unique aspirations. Outside of his professional work, he has personal interests that include board games, comedy, fitness, food, social events with friends, and traveling.

Dustin Smith is a financial advisor with Edward Jones in Greenville, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a partner in a partnership called LMC Properties. 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 options, supported by a nationwide network of over 23,000 financial advisors.

Roger Behymer is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 registrations and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various technology-driven strategies.

Obioma Iwueke is a financial advisor at Edward Jones with credentials including the Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Obioma worked at Willis Towers Watson and Moneybarn Ltd, and spent nine years at Zenith Bank Plc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jerome Davis is a financial advisor at Thrivent Investment Management with nine years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Wells Fargo Clearing, and Raymond James & Associates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Jeremiah Hipo is a financial advisor at Edward Jones, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community Life Church and spent eleven years with Rockwall ISD. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Starla Howell is a CFP®-certified financial advisor with Edward Jones in Rockwall, TX, and has 10 years of industry experience. She has been with Edward Jones since 2015. Her other business activities include client education and retirement planning. 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 offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.