Louis Hughes is a CFP® professional with 28 years of industry experience. He has worked with Dovetail Wealth Management, LLC since 2018 and previously spent 20 years at Investment Centers of America, Inc. Hughes serves as a board member of both the Temple College at Taylor Foundation and City National Bank. Dovetail Wealth Management serves individual, trust, retirement plan, and business clients with portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-driven approach combining fundamental and technical analysis, asset allocation, and third-party manager selections to manage approximately $333 million for about 857 clients.

Mary Yi is a financial advisor at Dovetail Wealth Management, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and SHB&C, LLC. Yi also serves as a wealth manager in non-variable insurance activities on a limited basis. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities through portfolio management, financial planning, and retirement-plan consulting. The firm uses a process that combines client discovery with model-driven strategies and third-party manager selections, employing asset allocation, fundamental and technical analysis, and periodic rebalancing.

Michael De Rosa is a financial advisor at Dovetail Wealth Management, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including SII Investments, Inc. and My Legacy Advisors, LLC. In addition to his advisory work, he is a certified public notary. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities through portfolio management, financial planning, and retirement-plan consulting. The firm uses a process centered on client discovery and employs model-driven strategies, third-party manager selections, and a combination of fundamental and technical analysis.

John Rowden is a financial advisor with Forthright Capital, holding Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at Equis Financial, Verity Asset Management, Teacher's Pension, and Dell Technologies. Outside of advisory work, he is an independent agent soliciting life insurance and annuity business. Forthright Capital Advisory manages approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also utilizes outside managers when appropriate, with regular quarterly account reviews conducted by firm oversight and adviser representatives.

Delmar Mckinney II is a financial advisor at Concorde Asset Management, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Concorde since 2016. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms while offering ERISA retirement-plan advisory services and participant advice.

Rebecca Irey is an Investment Advisor Representative at Gradient Advisors, LLC with Series 63 and Series 65 credentials. She has been with Gradient Advisors since 2025 and also owns Blue Skye Financial, a financial planning firm based in Hutto, TX. Prior to her advisory roles, she has operated RI Transcription Solutions since 1995 and participates in the Federal Employee Advocate Program. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio strategies.

Tamara Friar is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and invests via approved model strategies involving mutual funds and ETFs.

Bobby Gomez is a financial advisor with RBC Rochdale, LLC in Hutto, TX. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Kestra Investment Management, United Capital Financial Advisers, JPMorgan Securities, and American Beacon Advisors. RBC Rochdale serves a broad client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment approach combining quantitative analysis and fundamental research, utilizing proprietary tools to tailor portfolios across various asset classes.

James Smith Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Sii, and MassMutual. He owns a sole proprietorship that provides life insurance quotes and strategies to clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services supported by various asset-allocation tools, third-party money managers, and unified managed accounts.

Marjorie Graff is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Melissa Gauna is a financial advisor with Edward Jones in Hutto, TX, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following prior roles at Glemco and Entegris. Outside of her advisory work, she is a consultant for Rodan and Fields, a skin care company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and securities-based lending.

Peter Bryan is a financial advisor with Osaic Wealth, Inc. in Taylor, Texas, holding a Series 63 designation and bringing 43 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining Osaic in 2025. In addition to his advisory role, he acts as an insurance agent offering accident and health insurance, disability, fixed annuities, and traditional life insurance. Osaic Wealth serves a broad client base including retail and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset allocation tools and supports discretionary and non-discretionary portfolio management, offering access to third-party money managers and wrap programs.

Carissa Mc Clintock is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015 and currently works at Charles Schwab Bank, SSB. 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, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Barry Doering is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Kaspar is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Farmers Insurance Group for five years. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nicholas Morton is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, he worked at MI Incorporated for 21 years and has been affiliated with H-E-B Grocery Company for 20 years, where he works one night a week stocking shelves. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Joel Bravo is a financial advisor at Edward Jones in Taylor, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for the City of Bryan for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Humphreys is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, she worked at firms including Yondr, Manhattan Beach Post, TOCA Football, Live Nation, and IMG College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Brown is a financial advisor at Cetera with the PFS™ and Series 66 designations and two years of industry experience. She is also the president of Jennifer L Brown CPA PLLC, a tax preparation firm offering federal and state tax return services. Brown serves as an oversight council member for the Texas Society of CPAs Austin chapter and holds a part-time controller position at Hunter Concrete Pumping LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Marvin Clement is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has been the owner of Marvin R Clement CPA since 2001, providing tax planning, preparation, attestation services, and small business consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.

Dalton Darrow is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 credential and has worked at Fidelity Investments since 2023, with prior experience at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2016 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI in research, and advisory roles to multiple registered investment companies.

Kacie Edmonds is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she has engaged in grocery delivery through Instacart in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Deborah Lawyer is a financial advisor at OSAIC Wealth, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at OSAIC since 2023, with prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. She is president of Jerry Lawyer & Associates, Inc., a brokerage wholesaling fixed insurance products to producers. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services that include financial planning, retirement consulting, and access to third-party money managers. The firm uses various asset-allocation tools and supports discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Mark Thompson is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he manages Dos Double Eagle LLC, a farming business, and M&M Investments, an investment management LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Denver Childs is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes roles at J.P. Morgan Securities, BBVA Wealth Solutions, Ameriprise Financial Services, and Regions Bank. He also serves as a financial advisor for Comerica Financial Advisors powered by Ameriprise Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.