Cary Dover is a financial advisor with Edward Jones in Grand Prairie, Texas, holding a Series 66 designation and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Dover is an ordained minister who occasionally officiates weddings and funerals. 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 solutions supported by a large nationwide network of advisors and branch offices.

David Plumberg Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for nine years before joining Edward Jones. 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, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Desiree Ebhert is a financial advisor at Cetera with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including T. Rowe Price Investment Services and Avantax Investment Services. Outside of advisory roles, she has worked with Amazon Flex. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Bryan Rigg is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Founders Financial Securities, Cantella & Co., and Credit Suisse Securities. Outside of advising, he is involved with a publishing house focused on lectures and writing, and serves on the board for the Fort Worth Christian Financial school endowment. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its network of over 22,800 advisors with various investment platforms, model portfolios, and operational tools.

Carl Ritchlin is a financial advisor with LPL Financial in Duncanville, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2009 and was a registered financial officer at Neighborhood Credit Union from 2005 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a network of investment adviser representatives using a range of investment strategies.

Michael Dunn is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked with both AISD and Mansfield ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Jack Webb is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Webb broadcasts various sporting events for Haltom High School Sports. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Roberts is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Charles Schwab, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Janel Fahey is a Series 66-licensed financial advisor with Raymond James & Associates, based in Duncanville, TX, and has 11 years of industry experience. She has been associated with Raymond James since 2008 and is also involved with AdvoCare since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Regina Partida is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at State National Insurance Company and Nolan Catholic High School. Outside of her advisory work, she serves as a bookkeeper for a manufacturing company and an interior design business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Jason Freeman is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. His career includes six years at Avantax and ongoing work with Karen S Freeman, CPA, PLLC. Outside of advisory services, he is involved with Atlet Sports and manages Jason Freeman Baseball/Softball, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options supported by technology and research tools, alongside a broad array of non-advisory financial services.

Latrice Londow is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ernst and Young, and Scottrade. 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 blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large integrated operational structure.

Michael Mounce is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008, and also operates M2M Consulting Associates. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliates of his primary firms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and supports account custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Shawn Mechler is a CFP® and ChFC® with 33 years of experience in financial advisory. He is currently affiliated with Cetera and also serves as the owner and managing member of Positive Planning Wealth Advisors LLC, a firm established to manage his Strategic Partners Program relationships. Mechler has held positions at multiple firms, including Avantax and 1st Global Advisors, with a career spanning various roles since 2000. Outside of advisory work, he serves as trustee for an irrevocable trust funded with a second-to-die insurance policy. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporations, nonprofits, and institutions. The firm offers a multi-manager platform with various investment strategies, including discretionary and non-discretionary management, model portfolios, and access to third-party money managers.

Timothy Venters is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked in various Fidelity divisions since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and engages in advisory work for multiple registered investment companies.

David Daly is a financial advisor at Edward Jones in Arlington, TX, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining the firm, he was co-owner of Triangle Payment Systems, a merchant services business, from 2006 until its closure in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Saul Onyeuku is a financial advisor with LPL Financial in Red Oak, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and Securities America Advisors. He also operates Onyeuku Wealth Strategies, a business associated with his LPL 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 broad range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Suryakant Desai is a CFP® professional with 36 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2025, including Cetera Wealth Services, LLC. His background also includes roles at Avantax Investment Services and entrepreneurial activity as a CPA through S.T. Desai, CPA. He has been involved with Cedar Valley College for several decades. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Casey Carlisle is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at QuikTrip Corp for eight years. Casey holds the Series 66 designation. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Debra Freiheit is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns a tax preparation business, co-owns a consulting company, and serves on the boards of Theatre Arlington and Lucky Tax Solutions Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.