Vijay Duraipalam is a financial advisor at Auri with a Series 65 designation and experience beginning in 2025. Prior to joining Auri, he worked at Charles Schwab and several other companies across various industries. Auri is a Texas-registered investment adviser serving individual investors and small businesses with model portfolios mainly composed of ETFs and mutual funds. The firm emphasizes long-term strategic asset allocation and passive, diversified exposure, offering both discretionary and non-discretionary management alongside digital tools and financial planning support.

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

John Mckenzie is a financial advisor with Lazarus Wealth Management LLC in Alvord, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Raymond James & Associates, Inc. for nine years and LPL Financial LLC for four years before founding Lazarus Wealth Management LLC in 2022. Lazarus Wealth Management LLC provides discretionary portfolio management and wrap-fee advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, and cyclical analysis, employing strategies from long-term investing to short-term trading across mutual funds, equities, ETFs, and fixed income, with accounts managed on a discretionary basis.

Thomas Barber is a financial advisor at Relic Wealth Management LLC in Ponder, TX, holding a Series 65 designation with no prior industry experience. His background includes clinical pharmacy roles at Denton State Supported Living Center and Trusted Medical, where he provided drug regimen reviews for patients. Relic Wealth Management LLC offers asset management, financial planning, and retirement plan consulting to individual investors, trusts, corporations, and employee benefit plans. The firm employs a range of analytical methods and investment strategies, including discretionary portfolio management and performance-based fee arrangements for qualified clients.

Ross Richmond is a financial advisor at Relic Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Edward Jones, and RVPP LLC. Outside of finance, Richmond is the owner of Oceanside Cleaning LLC, a family-held service and maintenance business. Relic Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employee benefit plans. The firm employs diverse analytical methods and offers discretionary portfolio management including alternative investments, alongside financial planning services, and may enter performance-based fee arrangements with qualified clients while also serving institutional pensions under ERISA fiduciary responsibilities.

Raul Rodriguez Jr. is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Compound Planning, Capital Advisors, Robinhood Financial, and J.P. Morgan Securities, as well as service in the U.S. Marine Corps. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment adviser clients. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, managing over $1.3 billion in discretionary assets through a team of ten advisors.

Kenneth Kirkeby is a financial advisor at Lombard Advisers Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thornhill Securities, Inc. and Private Client Services. Outside of his advisory work, he raises and trains horses and has authored articles related to hunting and fishing for outdoor magazines. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs and employs a combination of fundamental, technical, and cyclical analysis in portfolio construction, with many clients retaining final trading authority.

Dallas Ballou is a financial advisor at Edward Jones in Decatur, TX, holding a Series 66 license. He began his tenure at Edward Jones in 2026 and has prior work experience with BKV Corporation and Devon Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Taylor Cope is a Series 66–registered financial advisor with Edward Jones, based in Bridgeport, TX, and has three years of industry experience. Prior to joining Edward Jones in 2023, Cope worked at Cook McDonald & Company and Finley Resources. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Samuel Bowker is a financial advisor at Edward Jones in Decatur, TX, holding CFP®, ChFC®, and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Linscomb & Williams and Carter Advisory Services, and worked with Texas A&M University’s Center for Infrastructure Renewal. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm offers various advisory strategies and investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Brady Mann is a financial advisor with Primerica Advisors in Decatur, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, Mann is a partner in Mann Endeavors, LLC, a real estate investment business, and Mann Auto Group LLC, an automotive enterprise. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan management.

John Mc Shan is a financial advisor with Ameriprise in Decatur, TX, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2018, following four years at Investment Professionals Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice, with a focus on assets managed within Ameriprise accounts.

Jason Hagemann is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at several firms, including Fidelity Brokerage Services LLC, Resolute Investment Services, and Avantax Advisory Services. In addition to his role at Cetera, he is also involved with PK Financial Strategies, LLC, where he provides fee-based asset management and financial advice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.

Stephanie Newbury is a financial advisor at Edward Jones in Decatur, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has seven years of industry experience, including prior roles at MWA Financial Services Inc, Modern Woodmen of America, and National Ropers Supply. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Eric Vincent is a financial advisor with LPL Financial in Decatur, TX, holding a Series 63 license and with 33 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998. Vincent is also involved in outside sales of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Rebecca Prince is a financial advisor at Edward Jones in Bridgeport, TX, with 17 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she owns a small business selling homemade jam and jelly at a local farmer's market. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Julie Woods is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has prior work experience at HomeTown Lenders, Cardinal Financial Company, Vertex Aerospace, and Med-Trans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated investment products through a nationwide network of financial advisors and branch offices.

John Hakanson is a CFP®-certified financial advisor with Edward Jones in Decatur, TX, where he has worked since 2015. He has 10 years of industry experience and holds the Series 66 designation. Outside of his advisory role, he serves as a football official and umpire, and he is involved in community organizations including the Decatur Education Foundation, the Rotary Club of Decatur, and CASA, where he holds a board position. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Jeremy House is a financial advisor with Edward Jones in Decatur, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2002. 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, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adrian Craddock is a financial advisor at Edward Jones with 27 years of industry experience, all spent at the firm since 1999. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a partner in an oil and gas royalties business in Bridgeport, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Austin Riebe is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans that reflect their values, priorities, and long-term financial goals. He began his career at Fidelity in 2015 and has held multiple roles including Benefits & Planning Consultant, Workplace Planning Consultant III, Retirement Solutions Representative, and Workplace Planning and Guidance Consultant before assuming his current position in 2024. Throughout his tenure at Fidelity Investments, Austin has gained experience in various aspects of financial planning and benefits consultation. He holds insurance licenses in Arkansas and California. No additional information regarding his education or personal interests is provided.

Deborah Rolland is a financial advisor with Ameriprise in Decatur, TX, holding a Series 66 designation and 28 years of industry experience. She has worked at Ameriprise since 2018 and previously held roles at Bonvenu Investment Services and Investment Professionals, Inc. Outside of advisory work, she is involved in independent insurance brokering, including activities with Blue Cross Blue Shield. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Casey Radke is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked with various Cetera entities since 2024, prior to which he was with Avantax Investment Services for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary account management across multiple program structures and custodians.

Yadira Wright is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2018, including a five-year tenure at Charles Schwab Bank, SSB. Prior to joining Schwab, she was employed at 1st National Bank Texas and Randolph-Brooks Federal Credit Union. 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, delivering multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Edgar Zuleta Pantoja is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2017. Prior to that, he was associated with Midwestern State University. 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 separately managed accounts and offers a comprehensive operational structure including custody, brokerage, and cash-sweep services.

Michael Parkin is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He is currently an investment committee member for the Pi Kappa Alpha Foundation and serves as a certified expedition leader for Choice Humanitarian, leading service expeditions internationally. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory solutions.

Audrey Campbell is a Series 66-credentialed financial advisor with Edward Jones in Decatur, TX, with three years of industry experience. She has been with Edward Jones since 2012, including her current role starting in 2023. Outside of her advisory work, she is a co-owner of Anchor Point Productions, a graphic design and signage business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets across a nationwide network of advisors and branches.

Kellsie Simons is a financial advisor with Edward Jones in Decatur, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked for Northwest ISD for six years. Outside of her advisory role, she owns a digital teaching resources business and a small in-home bakery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large national network of advisors and branch offices.

Nathan Mccray is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior experience at Froggie 5-0 and Texas Christian University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs advanced methodologies including AI in its investment process.