Rhonda Russell is the principal of Rhonda L Russell, an independent financial advisory firm. She holds Series 63 and 65 licenses and has 22 years of experience in the industry. Prior to founding her own firm, she worked at Doshier Pickens & Francis, P.C. for 37 years. Her practice includes tax accounting and planning, which informs her tax-aware investment recommendations. Rhonda L Russell provides financial planning, retirement planning, tax-planning strategies, and investment consultation to individuals and business clients, including pension and profit-sharing plans. The firm emphasizes tax efficiency and offers advisory services through hourly engagements, focusing on asset allocation and a mix of active and passive investment strategies without discretionary portfolio management.

Richard Schaufert is a financial advisor with LexAurum Advisors, holding the Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at multiple firms, including The Kirkwood Group, Inc. since 2003, and has been with LexAurum Advisors since 2019. Outside of finance, Schaufert serves as Firefighter EMT and Chief for the Fairfield Volunteer Fire Department and is active in the Fairfield Lodge 103 AF&AM fraternity. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutions. The firm employs a multi-advisor team and emphasizes diversified portfolios aligned with modern portfolio theory, offering both discretionary and non-discretionary management through standardized model allocations implemented mainly with low-cost ETFs.

Michael Hill is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with SagePoint Financial, Hill & Associates Wealth Management Advisors, and Wealth Advisory Council. Outside of advising, he is a part owner of a restaurant and wine tasting room, Union 28 Taphouse, where he contributes to major decisions. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services alongside access to third-party money managers and unified managed accounts. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jefferey Taylor is a financial advisor with Edward Jones in Fairfield, TX, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as an administrative chairman at 1st United Methodist Church. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national footprint with over 23,700 financial advisors and offers additional services such as trust and securities-based lending options.

Brian Bagley is a financial advisor at Edward Jones in Fairfield, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he served for nine years at StoneWater Church. He also preaches on an interim basis at various churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Eli Pratt is a financial advisor at Edward Jones in Fairfield, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Incommons Bank for six years and Farmers State Bank for four years. Outside of his advisory role, he co-owns Simpson Fireworks, a seasonal retail business, and operates a small cattle ranch through Pratt Cattle Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.