Melissa Gray is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and 10 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Wade Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Wells Fargo Advisors and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet diverse client needs.

Jeffrey Mark is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Jeffrey Mark Motorsports, an Indy race car ownership venture. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with advisory services integrated alongside other financial products and referral channels.

Denise Barrows is a CFP® professional with 31 years of experience in financial advisory and wealth management. She is currently affiliated with Cetera and BSV CPAs and Wealth Advisors LLC, and previously worked at Avantax and 1st Global Advisors. Barrows serves on the Board of Directors of the Financial Services Institute, which advocates for independent financial advisors and their clients. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients.

Daniel Foutch is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. for 36 years. Outside of his advisory role, he is involved in managing a family farm through Foutch Farms, LLC. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and complex investment strategies.

Joshua Bauer is a financial advisor with Cetera, holding a Series 66 credential and 21 years of industry experience. His previous roles include positions at VOYA Financial Advisors and Cantrell Financial Services. Outside of finance, he assists with administrative tasks for a horsemanship business operated by his wife and serves as an assistant cross country coach and bus driver at a local academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Stephen Russell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Russell has worked with Raymond James since 2005 and is also a partner in an excavating business and a real estate development venture, in addition to managing a small hobby farm with beef cows and honey bees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandon Harris is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2022, with prior experience at Wilson Bank & Trust, American Eagle, Volunteer State Community College, and Citizens Bank of Carthage. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Charles Sewell is a CFP® credentialed financial advisor with 41 years of industry experience. He joined OSAIC in 2024 after more than 30 years across several firms including Compass Advisory Partners and FSC Securities Corporation. Outside of his advisory work, he operates Journey Financial Planning as a sole proprietor and serves as a consultant for Trep Advisors Succession Solutions. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm utilizes firm-provided asset-allocation tools and third-party platforms to deliver integrated brokerage and advisory services, financial planning, and managed account solutions.