Michael Grimm is a CFP® professional with seven years of industry experience. He is currently with Intentional Living FP, where he has worked since 2024. His prior experience includes roles at Charles Schwab & Co., Empower Retirement, GWFS Equities, Adventist Health System/Texas, and Fidelity Investments. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management alongside comprehensive financial planning. The firm emphasizes a primarily passive, asset-allocation approach while incorporating various analytical methods and offers educational seminars and speaking engagements separate from product sales.

Kimberly Gonzalez is a financial advisor at Domestique Capital LLC with nine years of industry experience. She has been with Domestique Capital since 2016 and previously worked at Thomas, Edwards Group from 2011 to 2017. Gonzalez holds a Series 65 designation and is licensed to sell auto, homeowners, and commercial insurance on a limited basis. Domestique Capital is a state-registered advisory firm serving individual and high-net-worth clients with personalized investment management and comprehensive financial planning. The firm employs a passive, asset-class investment approach enhanced by a dual-momentum overlay and offers additional services such as payroll processing and tax return preparation.

Damon Gonzalez is a financial advisor at Domestique Capital LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Domestique Capital since 2016. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Domestique Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm offers a range of services including portfolio management, payroll preparation, and tax return filing, utilizing a tailored investment process that emphasizes low-cost passive instruments and a dual-momentum strategy.

Travis Wall is a Series 65-licensed financial advisor at Fidelis Wealth Advisors with two years of industry experience. Prior to joining Fidelis Wealth Advisors in 2023, he spent nine years with the Federal Bureau of Investigation. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension and employer-sponsored retirement plans, trusts, charitable organizations, and corporations. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, retirement-plan advisory and consulting, and customized consulting services, using a tailored asset allocation approach supported by modern portfolio theory and various analytical tools.

Bryan Clemmons is a financial advisor with Dominion Portfolio Management, Inc. in Athens, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and Dominion Investor Services, Inc., and he currently operates a separate investment-related business under the name Clemmons Investments. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management tailored to client goals, time horizons, and risk tolerance through a combination of fundamental, technical, and economic analysis.

William Bone is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Oasis Advisors in 2025, he worked at Terra Wealth Management and PrimAmerica Financial Services. Before his financial career, he practiced dentistry for over four decades. Bone is also involved in insurance sales, dedicating about 10% of his time to this activity. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term portfolios and offers ongoing portfolio management, financial planning, and pension consulting.

Tom French Jr. is a financial advisor with Grimes & Company in Frankston, TX, holding a Series 66 designation and over 21 years of industry experience. His prior work includes roles at TD Ameritrade and A. G. Edwards & Sons, Inc. before joining Grimes & Company in 2017. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individual and institutional investors. The firm employs customized investment strategies supported by proprietary research, allocating across various asset classes and offering services such as estate planning through the Vanilla platform.

Adam Piper is a financial advisor with Edward Jones in Athens, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he serves as president of MLP Holdings LLC, an office lease business he established. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Ray is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at LPL Financial since 2012, with prior experience at Morgan Keegan & Company, LLC and Investment Professionals, Inc. Outside of his advisory work, he owns Casa Del Ray Cattle Co., a non-investment related business. 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, supported by a large network of investment adviser representatives.

Gavin Hardin is a financial advisor at Edward Jones in Athens, TX, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at First State Bank for two years and has experience in virtual communication. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of approximately 23,700 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colin Barrett is a CFP® with 18 years of industry experience, currently serving at Edward Jones since 2008. Based in Athens, TX, he also operates a sole proprietorship, Barrett Development, LLC, which owns a building housing a law firm office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Johnny Roberts is a financial advisor with LPL Financial in Athens, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2017, he worked for Investment Centers of America, Inc. from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,000 advisors.

Anthony Kalawe is a financial advisor with Edward Jones in Athens, Texas, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2005. Outside of his advisory role, he is the managing member of A D Kalawe Investments LLC, a real estate business exploring the potential purchase of property for a branch office. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Ethan Jackson is a financial advisor with Edward Jones in Athens, TX, holding a Series 66 designation and one year of industry experience. He previously worked at VeraBank for 16 years. Outside of his advisory role, he manages a rental home leased to family due to a temporary housing need. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services supported by a large nationwide network of advisors and branch offices.

Cecil Staples is a financial advisor with Cetera who holds a PFS™ designation along with Series 63 and Series 66 licenses and has 32 years of industry experience. He manages Staples Wealth Management LLC and has a long-standing background in accounting as the owner of Staples & Associates, PC, CPAs. His professional activities also include operating in real estate through several entities alongside his advisory work. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients across a broad range of portfolio management and financial planning services. The firm supports a large network of advisors offering access to affiliated and third-party investment managers with a variety of program options and custodial arrangements.

Richard Wilson is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes roles at Avantax Investment Services, Wilson Money Management, and 1st Global Advisors. In addition to his advisory work, he operates a CPA and tax preparation business. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Hayden Shaddox is a financial advisor with LPL Financial in Athens, TX, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked at Financial Resources Group and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs, supported by proprietary research and third-party subadvisors.

Todd Green is a financial advisor with LPL Financial in Athens, TX, holding CFP®, Series 63, and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. for over two decades. 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 solutions, including model portfolios, third-party asset management, and institutional platforms.

William Bass is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Edward Jones since 2010. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kenneth Lyons is a Series 66-licensed advisor with Edward Jones in Chandler, TX, where he has worked since 2017. He has eight years of industry experience, including prior roles at Brookdale Senior Living Community and L&B Therapeutics. He is also a partner in a newly established family real estate business managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm has over 23,700 advisors nationwide and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and trust services.

Tiffany Elmer is a Series 66 licensed financial advisor with Edward Jones in Chandler, TX, and has four years of experience at the firm. Prior to joining Edward Jones, she worked for Humble ISD and Clear Creek ISD, gaining three and four years of experience respectively. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Bloom is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he oversees a business entity that manages commercial real estate used to support financial planning practices. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.