Bryan Webb is a financial advisor with Edward Jones in Mesquite, TX. He holds the Series 66 designation and has 12 years of industry experience, all of which has been with Edward Jones since 2014. Prior to his advisory career, he operated an LLC as a real estate agent but has not been active in that role for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brandon Baker is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Thrivent Financial. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary advisory model.

Kelly Ha is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012, including roles within JPMorgan Chase Bank. Kelly was also involved with THBG Logistics, LLC from 2024 to 2025. 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 institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis.

Christian Calderon is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at USAA Investment Services Company and USAA Financial Advisors, Inc. Calderon is based in Garland, TX. 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 recommendations on a non-discretionary basis while clients retain final decision-making authority.

Fay Keane Headley is a CFP® professional with 20 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2006. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she manages MIJAH Texas LLC, involved in purchasing and wholesaling real estate properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, supported by a large national network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Lisa Allen is a financial advisor with LPL Financial in Mesquite, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Neighborhood Credit Union and LPL Financial in multiple periods since 2006 and has held roles at Aflac, MassMutual, and MML Investors Services. Outside of advisory work, she has been employed as a delivery driver for DoorDash. 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, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

Giovanny Olvera is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2019 and has prior experience at Texas Tech University and Autozone. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jordan Webb is a financial advisor at Edward Jones in Mesquite, TX, holding a Series 66 designation. Webb began working at Edward Jones in 2026 and has prior experience in various roles including positions at Forney Independent School District and Triumph Logistics. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

James Wade is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, alongside operating Jim Wade Enterprises Inc. Since 1977, he has also maintained a tax practice and serves as an election judge in Dallas County. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Brian Shepherd is a CFP®-designated financial advisor with Edward Jones, based in Garland, TX, and has 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Shepherd serves as Immediate Past President of the Exchange Club of Garland and is a trustee at Gatewood Baptist Church. He also receives book royalties from The Old Paths Publications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Jacob Lazorko is a financial advisor at Edward Jones in Rockwall, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with Belfour Spirits and was involved with Lazorko Enterprises and the Major League Baseball Players Alumni Association for over a decade. 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 strategies supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Clarence Goforth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of C & D GoForth, Inc., a business formed for Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure.

Shawna Lazorko is a Series 66 licensed financial advisor with Edward Jones in Rockwall, TX, where she has worked since 2018. She has seven years of industry experience and previously worked at Rockwall High School and Younique. Outside of her advisory role, she is affiliated with a family-owned printing press business and is a distributor for a health products company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Kristopher Freberia is a financial advisor at Edward Jones in Kaufman, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he is involved in real estate through ownership and management of personal rental properties and participation in Specter Ventures LLC, an entity managing rental and investment real estate. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Enrique Salazar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Wells Fargo, Allstate Financial Services, and Home Depot. Outside of finance, he owns a home esthetics subcontracting business focused on landscaping design and home remodeling projects. 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 non-discretionary advisory model.

Michael Taysom is a financial advisor at Edward Jones in Sunnyvale, TX, with 26 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Terry Peterman is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Tyler Junior College, Lone Star College, and Navarro College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Craig Power is a financial advisor with Edward Jones in Rockwall, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and has concurrently been involved with Classic SleepCare since 2013. Edward Jones is a full-service wealth management firm serving individuals and institutions, offering a broad range of advisory programs and investment options supported by a large national network of advisors and branches.

Skyler Marchand is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Milliman for ten years. He holds a Series 66 designation. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brad Sewell is a CFP®-designated financial advisor with Edward Jones in Rockwall, TX, bringing 38 years of industry experience. He has been with Edward Jones since 1987. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.