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 at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. 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 authority.

Janel Fahey is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 credential. She has been with Raymond James since 2008 and is also involved with AdvoCare since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services, with a variety of portfolio management styles and municipal advisory capabilities.

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.

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.

Timothy Venters is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups providing opinions on financial topics. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

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 who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His previous roles include positions at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and Securities America Advisors. He operates a related business, Onyeuku Wealth Strategies, which supports his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and 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.

Michael Allen 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 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ethan Harter is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate 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 and investment solutions under a fiduciary standard.

Alondra Fuentes is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Merrill and Bank of America for ten years. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Richard Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the designations ChFC® and PFS™ and bringing 30 years of industry experience. He has worked at Raymond James since 2013 and has also served as CEO of R. Barry Johnson & Company PC, an accounting and CPA firm, since 1990. In addition to his advisory role, he manages client relations and service at his accounting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Esmeralda Limon is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is currently based in Dallas, TX. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Mendoza is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and possessing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Mendoza is also the author of "Skinny People Don't Understand" and manages Mendoza & Mendoza, LLC, which is related to his investment business. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a discretionary wrap-fee asset management program. The firm offers advisory services predominantly via model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.