Marissa Waldron is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Fisher Investments and Global Financial Private Capital, LLC before joining Carlson Financial, where she has been since 2017. Carlson Financial serves pre-retirees, retirees, and various individual and institutional clients by providing comprehensive financial planning and portfolio management. The firm uses a cash-flow-based planning process to guide discretionary investment strategies focused on equities and ETFs, with an independent insurance licensing structure for certain product recommendations.

Evan Byrne is a CFP® with 10 years of industry experience, currently advising at Facet Wealth since 2020. He previously worked at Fidelity Brokerage Services, LLC, and Fidelity Investments from 2015 to 2020. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs a technology-driven, model-based investment approach focused on ETFs and offers various tax-sensitive strategies alongside comprehensive financial planning services.

William Marney is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Mass Mutual Life Insurance Company, MML Investors Services LLC, and TD Ameritrade. Outside of his advisory role, he has business responsibilities managing client communications for a retail sales venture in the car wash industry. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with expertise in educator retirement programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Chad Froust is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fidelity Investments, Primerica Advisors, and Nationstar Mortgages. He is currently based in Lakeside, TX. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Brendon Winkler is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Moneta Group Investment Advisors and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to construct portfolios across various asset classes.

Rhonda Foster is a CFP® and ChFC® with 23 years of industry experience. She has been with GWN Securities Inc. since 2014. Outside of her advisory role, she is the owner of RB Wealth Management, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs including traditional and active investment strategies.

Brittney Derrick is a Series 66 licensed financial advisor with LPL Financial, based in Springtown, TX. She has one year of industry experience and has been with LPL Financial since 2024. In addition to her advisory role, Brittney has worked at Estrella Mountain Community College since 2019. 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 services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by advanced research and operational tools.

Myranda Crawford is a financial advisor at Edward Jones with one year of industry experience. She previously worked for ten years at Mason Joseph LLC. Outside of her advisory role, she owns Crawford Creek Quails, an agricultural business that raises and sells bobwhite quail to ranches and hunting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

Adam Driggers is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property managed by a third party. 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 solutions, supported by a large nationwide network of financial advisors and branches.

Kade Sanders is a financial advisor at Edward Jones in Springtown, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at South Plains Implement and Double Barrell Inc. 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 advisory services, supported by a large network of financial advisors and branch offices nationwide.

Matthew Ruppe Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2012 and previously held positions at BMO Harris Financial Advisors and Uvest Financial Services Group. 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 financial planning, model portfolios, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Carolyn Rocha is a CFP® and holds a Series 66 license with 15 years of industry experience. She 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 and offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Stephanie Crago is a financial advisor with Edward Jones in Springtown, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked at Morgan Stanley DW, Inc. from 2005 to 2024 before joining Edward Jones. Outside of her advisory role, she is involved in a woodworking business, Cragos Creations, which she plans to formalize as an LLC. 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 presence. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kris Morris is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America/Merrill Lynch, Charles Schwab & Co, and JPMorgan Chase Bank, N.A. Prior to his financial services career, he held roles in logistics and retail. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Jake Crawford is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he worked in real estate with Marsha Hardin Real Estate and has experience in education from 2007 to 2016. Outside of financial advisory, he owns Coddiwomple Habit, LLC, an agricultural business involved in livestock production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Tod Siedell is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc for 13 years. Siedell also serves as a councilman for Reno, Texas, where he participates in city budget meetings. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management solutions, including access to affiliated and third-party managers, and oversees more than $256 billion in assets across over 10,000 advisors.

Wesley Gillette is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials. Gillette has been affiliated with various Fidelity divisions since 2012, including Fidelity Personal and Workplace Advisors since 2018. Additionally, he has served at Tarrant County College since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm operates with algorithmic portfolio construction, oversight controls, and serves multiple registered investment companies and fund-of-funds.

James Hamilton Jr. is a financial advisor with Edward Jones in Azle, Texas, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he has income interests related to crop sales and oil royalties from a farm in McLeansboro, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Roger Williams is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he has served as Vice President of Budget & Finance for the Lake Pointe Elementary PTA, where he was responsible for preparing annual budgets and directing fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices.

Zebulah Houston is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephanie Giger is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has held various roles within Fidelity since 2012. Outside of her advisory work, she is also a registered massage therapist operating independently. She works with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Bart Jusinski is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2007, progressing through roles including Vice President Executive Planning Consultant, Vice President Regional Planning Consultant, Financial Consultant, Investment Representative, Fixed Income Representative, Investment Services Representative, and Financial Service Representative. Prior to joining Fidelity, Bart worked at Wells Fargo Bank as a Personal Banker and Business Banking Specialist. Bart holds insurance licenses in Arkansas and California. His approach to client service emphasizes understanding clients' goals and prioritizing their needs through a thorough and honest process. Outside of his professional life, Bart values his family and church, sharing a 21-year marriage with his wife and raising two daughters. He enjoys traveling, camping, theater, golf, beach activities, and spending time with family.