Victoria Ward is a CFP® with eight years of industry experience, operating as the sole advisor at Financial Lifestyle Management in Greenville, TX. She has been with FLM Financial Lifestyle Management LLC since 2003. Financial Lifestyle Management is an independent, fee-only firm serving individuals, families, trusts, estates, business entities, and charitable organizations. The firm provides fiduciary financial planning and discretionary portfolio management, combining active and passive strategies with an emphasis on tax-aware implementation and support for charitable distributions.

Trey Turner is a financial advisor at Hackberry Capital Management with eight years of industry experience. He holds a Series 65 designation and maintains full-time employment as a design engineer at L3 Technologies. Hackberry Capital Management provides discretionary portfolio management primarily to individual investors, including high-net-worth individuals, as well as corporations and other businesses. The firm employs a concentrated global value investing approach, focusing on long-term appreciation without using leverage.

Richard Fertig is a Series 66-licensed financial advisor at Blue Monarch Financial Inc. with seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and multiple brokerage firms. Outside of his advisory career, he has been involved with the Fairfield YMCA since 2023. Blue Monarch Financial Inc. is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management, retirement income planning, tax and estate planning, and insurance planning. The firm employs a combination of asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading strategies to manage accounts, often utilizing third-party sub-advisers for portfolio execution and support.

Brian Megenity is a financial advisor at Blue Monarch Financial Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple firms including Whitestone Wealth Advisors and ARC Group Securities. Outside of advisory roles, he owns B/D Consulting Associates, Inc., providing consulting services to broker-dealers. Blue Monarch Financial Inc. is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management, retirement income planning, and related advisory services. The firm employs a combination of asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, often utilizing third-party sub-advisers and wrap-fee programs to manage client portfolios.

Kathryn Ridge is a financial advisor with First Advisors National, LLC in Greenville, TX, holding a Series 65 designation and eight years of industry experience. She has worked at Ridgeway Insurance since 2016. Outside of advisory work, she is involved with 401katy, LLC. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and supplements its approach with fundamental analysis of individual securities.

John Pullen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2012. Outside of his advisory role, he manages a cattle ranch and operates the Clay Pullen Cattle and Honey Bee Company, where he raises beef cattle and manages honey bees. J.P. Morgan Securities 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, distribution, and investment management capabilities.

Andrew Garner is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Moore Supply Company from 2015 to 2017. He holds the Series 66 license and is based in Greenville, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Maria Hagaman is a financial advisor with Edward Jones in Commerce, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Built with Principle and Shaw Contract Group. Outside of advising, she owns and operates Whispering Oaks Farm and Ranch LLC, which involves horse and livestock care and hay cultivation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and has a large network of financial advisors and branch offices across the United States.

Larry Money is a financial advisor with Cetera in Greenville, TX, holding a Series 66 credential and 17 years of industry experience. He has previously worked with Avantax Advisory Services and 1ST Global Capital Corp., and also operates a CPA practice. Outside of advising, he serves as Board Chair and Treasurer for Raffa Clinic, a faith-based pregnancy resource organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

Nicky Sprowls Jr. is a financial advisor at Edward Jones with 34 years of industry experience, having been with the firm since 1992. He holds Series 63 and Series 66 designations. Outside of advisory services, he manages Sprowls Minerals LLC, which distributes mineral income payments to his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of household and organizational types. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sandra Bailey is a financial advisor with Charles Schwab in Greenville, TX, holding a Series 66 designation and 19 years of industry experience. Prior to joining Schwab, she worked at Le-Vel Brands, LLC, and operated her own advisory practice from 2013 to 2016. Outside of her advisory work, she creates content for The Euro Pats, a YouTube channel and Patreon platform focused on travel and retirement in Europe. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by multi-asset model portfolios and due diligence on alternative investments.

Christian Jordan is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Axa Advisors and roles in higher education and nutrition before joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to tailored investment models and discretionary managers.

Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been serving since 2025. He focuses on helping clients optimize their company benefits and works to build long-term relationships to support both short- and long-term financial goals. Prior to his current role, Joshua held various positions at Fidelity Investments, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate from 2020 through 2025. Before joining Fidelity, he worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua holds a California Insurance License. Outside of his professional responsibilities, he enjoys comedy, family activities, football, parenthood, and spending time with his pets.

Paul Kelley is a financial advisor with Cambridge Investment Research Advisors. He holds Series 65 and Series 66 designations and has 23 years of industry experience. His prior work includes roles at Fortune Financial Services Inc., Allstate Insurance Co., and ownership of Friendly Insurance Agency, Inc., where he remains active as president. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options with multiple custody arrangements and incorporates proprietary and third-party strategies.

Aleah Powell is a Series 66 licensed financial advisor with Edward Jones, based in Royse City, TX. She has one year of experience in the financial industry, joining Edward Jones in 2024 after previous roles in the medical supplies sector. Outside of advisory work, she is involved with Fork Paradise LLC, an RV park business in Yantis, TX. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Matthew Jones is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Apex Fintech Solutions and Hardin Enterprises prior to joining Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. as part of their Independent Branch Services. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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, combining centralized custody and brokerage services with multi-asset model portfolios and access to alternative investments.

Leslie Killgore is a financial advisor with Charles Schwab in Greenville, TX, holding Series 63 and Series 66 designations and 38 years of industry experience. Leslie has been with Charles Schwab since 2016 and has operated Killgore & Associates, Inc. since 1996. Leslie serves as a board member for the Hunt Memorial Hospital District, participating in monthly meetings and a special committee focused on reviewing hospital financial statements. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

John Armstrong Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he is a member of a six-piece Dixieland band and owns and flies classic jets at air shows across the USA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad suite of non-advisory financial products.

David Rex is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He has been with Cambridge Investment Research firms since 2008 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing multiple custody platforms and a combination of proprietary and third-party investment strategies.

Dustin Smith is a financial advisor with Edward Jones in Greenville, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jeremiah Hipo is a financial advisor at Edward Jones, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community Life Church and spent eleven years with Rockwall ISD. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Dylan Allensworth is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he owned and operated ALL-SERVE Spray Foam Insulation, LLC, managing operations including sales, inventory, and business administration. Dylan’s background also includes roles in the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies alongside affiliated funds and other financial services.

Susan Lennon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with LPL Financial since 2013. Outside of finance, she is involved in jewelry design and co-owns a cattle farm, serving as secretary and treasurer of the family business. 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 portfolio programs and institutional platforms.

Calvin Drummonds is a financial advisor with Edward Jones in Farmersville, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

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.

Shannon Gillis is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Victory Capital Services, Eagle Strategies, and J.P. Morgan Securities. 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 financial planning and investment management services through an extensive network of advisors utilizing diverse strategies and advanced technology tools.