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.

Monica Cooper is a financial advisor at Edward Jones in Wylie, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2015. 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 network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ha Ellender is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JP Morgan Chase Bank since 2018. Outside of her advisory role, she is an owner and partner of Tommy Real Estate LLC, where she manages residential rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

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.

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.

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 seven years of industry experience. He has held his current position since 2018 and previously 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 through a large network of financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Erin Williams is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, she worked at Edward Jones from 2016 to 2021. She is also a CPA and has been involved in tax preparation and accounting through her own firm, Erin Z. Williams, CPA, P.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

Dee Morgan is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 registrations and 18 years of industry experience. Dee has worked at Thrivent since 2025, with prior roles at Cambridge Investment Research, First Command Financial, LPL Financial, and Securities America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan offering while maintaining separate delivery of these services.

Joseph Killgore is a CFP®-certified financial advisor with Charles Schwab in Greenville, TX, where he has worked for 10 years. He has 13 years of industry experience and holds the Series 66 designation. Killgore is also the owner and president of Killgore & Associates, Inc., a financial services business that operates exclusively in connection with Schwab. Charles Schwab & Co., Inc. serves primarily 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 mix of non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Mark Brooks is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with various divisions of Fidelity since 2013, including Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies with established governance practices.

Juan Mejia is a Financial Consultant currently working at Fidelity Investments. He has held various roles at Fidelity since 2019, including Financial Representative, Investment Management Consultant I and II, before assuming his current position in 2026. Prior to joining Fidelity, Juan worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Juan has focused on helping clients make informed decisions regarding their financial futures. He collaborates with clients to develop personalized financial plans that align with their goals, emphasizing effective cash management, protection of key assets, and long-term wealth building.

Matthew Spicer is a financial advisor with Edward Jones in Wylie, TX. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his career in financial advising, he worked in education with Wylie ISD and Frenship ISD for a combined 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Jason Stern is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at Merrill, Bank of America, AXA Advisors, and JPMorgan Chase Bank. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis with an in-house manager solutions team and centralized due diligence.

Joseph Lake is a financial advisor at Edward Jones in Greenville, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Apex Clearing Corporation. Lake serves as Secretary on the Board of Directors for Cottonwood Estates in Rockwall, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kristin Hall is a Certified Financial Planner® with 15 years of experience at Edward Jones, where she has worked since 2009. She has also been affiliated with Lindenwood University since 2010. Outside of her advisory role, she is the owner of Premier Homes USA, LLC, a business involved in purchasing, rehabilitating, and selling properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in client assets through a large network of financial advisors and branches nationwide.

Eric Manskey is a CFP® and holds a Series 66 license, with 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he manages Leroy Ventures, LLC, a rental holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.