Jacob Casleton is a Series 66-registered financial advisor at LPL Financial with two years of industry experience. He has been with LPL Financial since 2023 and concurrently holds outside employment with H-E-B Grocery Store. Previously, he worked with Cornerstone Christian Academy, The Way Church, and Designs of Honor, Inc. 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 portfolios, third-party asset management, and institutional platforms.

Reagan Finney is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. Although new to the industry with less than a year of experience, Finney has prior work history in automotive sales and the restaurant sector. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from the Wells Fargo Investment Institute along with third-party data to guide investment selection and portfolio diversification.

James Killgo is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Holley Hartley is a Series 66 licensed financial advisor with 15 years of industry experience. She currently works at Charles Schwab and previously held roles at Goldman Sachs & Co., Inc. and The Ayco Company, L.P/Mercer Allied. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment program.

Judson Redmond is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding the CFP®, CFA®, and PFS™ designations and possessing 14 years of industry experience. His career includes roles at RBC Global Asset Management, Foreside Fund Services, Swank Capital LLC, and New York Life Investment Management. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and tailors investment strategies using a combination of in-house and third-party managers, with features such as tax management and responsible-investing options.

Jaron Launer is a Planning Consultant currently working at Fidelity Investments. He collaborates with clients to build financial plans by leveraging Fidelity's extensive knowledge and resources. He focuses on integrity, attention to detail, and clear communication to establish trust and provide quality service. Jaron works to evaluate financial plans and assist clients in identifying actionable steps tailored to their evolving family needs. He has held multiple roles within the financial services industry, including positions at Fidelity Investments as Planning Consultant, Investment Solutions Representative, and High Net Worth Service Associate. He also gained experience as a Private Client Investment Associate at J.P. Morgan Chase and has worked in customer service roles at Robinhood and E*Trade from Morgan Stanley. Jaron holds insurance licenses for Arkansas and California. Outside of his professional responsibilities, he enjoys the beach, fitness activities, outdoor adventures, and running.

Angela Burcel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Her background includes roles at Charles Schwab Bank, SSB and USAA Investment Management Company, among others. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Raymond Tucker Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 46 years of industry experience. His prior roles include positions at Citigroup Global Markets and Merrill. He is based in Fort Worth, TX. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Chavez is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. He volunteers as a professor for an adult education program at Tarrant County Community College, teaching a free six-week financial literacy course for older adults. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Candace Ellison is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2017, including roles at Charles Schwab Trust Bank, Premier Bank, and Charles Schwab Bank. Prior to Schwab, she was employed at TD Ameritrade and RBC Capital Markets. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by Schwab’s research and centralized operational structure.

Wade Williams is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been involved in financial advisory roles since 2003, including serving as an Investment Solutions Consultant at Fidelity Investments from 2014 to 2018, and holding various positions at The Ayco Company, A Goldman Sachs Company, from 2003 to 2013. In his professional approach, Wade emphasizes listening carefully to understand his clients' individual goals and uses his knowledge and experience to help them develop financial plans tailored to their futures. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wade has interests in baseball, family activities, football, hiking, music, and soccer.

Spencer Gilland is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Navy Federal Financial Group, Charles Schwab, and TD Waterhouse Investor Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Jay Langley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Charles Schwab since 2018 and previously held positions at Merrill, Banc of America Investment Services, Inc., and MetLife Investment Fund Services LLC. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains an integrated operational structure combining advisory, brokerage, custody, and cash-sweep services.

Karin Mcintosh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and maintains roles at Lighthouse Financial Group, Cambridge Investment Research, Inc., Wymac Insurance Group, Inc., and Aflac. Outside of her advisory work, Mcintosh is a notary public and provides translation services for technical documents from English to Spanish. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to unaffiliated third-party advisers and proprietary model strategies.

William Swoboda is a financial advisor at Edward Jones in Fort Worth, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the owner of JSW Premier Properties, a real estate holdings firm. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors.

Hannah Crane is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes positions at Goldman Sachs and Co and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Ethan Caughey is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and various positions outside the financial sector. 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 combination of non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and alternative investments.

Rajesh Singh is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade from 2014 to 2022. Outside of his advisory role, he has engaged in delivery driving for Amazon Flex and Uber Eats. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a comprehensive wealth advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

Jared Johnson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His work history includes positions at Charles Schwab, OneMain Financial, AutoNation, CarMax, Nationwide, Amazon Pharmacy, and SkyVenture NewHampshire. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized client service infrastructure.

Ramiro Cazares is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2022. His prior experience includes roles at TD Ameritrade and CITT Services LLC. Charles Schwab 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 combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized custody and order-routing services.