Eric Jones is a Series 66-licensed financial advisor with six years of industry experience, currently with Cambridge Investment Research Advisors since 2021. His prior work history includes roles at Tdecu and ownership of the SIG/Jones Insurance Agency. He serves as a volunteer committee member for the City of Bremond, TX. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple platform arrangements and a mix of proprietary and third-party strategies.

Bradley Ely is a financial advisor with Edward Jones in Hearne, Texas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Ely helps manage a family ranching and farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Gerald Giesenschlag is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Hearne, Texas. Outside of his advisory role, he is a limited partner in a family property holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

Bart Reider is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Cetera, and Regions Bank. Outside of his advisory role, he is a partner in a real estate development venture. Fidelity, through Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and provides model portfolios to intermediary platforms.