Tanner Fedell is a financial advisor at One Wealth Planning LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including North Star Consultants, Inc and Cetera Investment Advisers LLC. Outside of advising, he owns and operates a farm where animals are raised. One Wealth Planning LLC provides investment management and comprehensive financial planning primarily for individual clients, managing about $40.4 million in discretionary assets. The firm uses an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, buy-and-hold strategies with passive funds and ETFs, supplemented by third-party sub-advisers for portfolio management and planning.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with seven years of industry experience. He has been with Legacy Wealth Advisors since 2016. Outside of his advisory role, he operates a seasonal business installing Christmas lights. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental and technical analysis to implement a range of investment strategies tailored to client objectives.

John Landrum is a financial advisor with Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a PFS™ designation and Series 63 license, and has 26 years of industry experience. His career includes roles at Landrum and Evans, P.C. and extensive experience as a CPA. Legacy Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing comprehensive financial planning and discretionary asset management. The firm employs fundamental and technical analysis and offers a range of investment strategies tailored to client objectives.

John Hale is a financial advisor at Worth Asset Management with 14 years of industry experience. He holds Series 65 and Series 66 designations and has been with Worth Asset Management for 12 years. In addition to his advisory role, Hale is an attorney and owner of The Hale Law Firm, P.C., where he manages legal practice responsibilities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis, uses outside managers and turnkey asset management solutions, and offers tailored portfolios with regular account reviews.

Marcus Snodgress is a financial advisor at Semmax Financial Advisors, Inc. with six years of industry experience. He has been associated with Elder Planning Services, Inc. since 2005, where he serves as an owner and insurance agent providing insurance recommendations. Semmax Financial Advisors, Inc. offers discretionary and non-discretionary investment advisory and portfolio management services to individual clients, business entities, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis in managing portfolios across various asset classes, and incorporates tax and estate considerations into its planning and investment processes.

Steven Shaw is a CFP® with 10 years of industry experience and is currently affiliated with Foundations Investment Advisors LLC. He has previously worked at Ae Wealth Management LLC and Strategic Estate Planning Services. Outside of his advisory role, Shaw owns and operates S & S Insurance Group, Inc., where he conducts educational seminars on Medicare and insurance products, and he serves as a member and instructor for the nonprofit Council of Financial Educators, teaching free public classes on personal finance. He also manages Lifebeyond60.com, a platform for public speaking and financial education. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes model portfolios with asymmetric rebalancing.

Dan Sklar is a financial advisor at FourStar Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for eight years and Cetera Investment Advisers and Cetera Advisor Networks. Outside of his advisory work, he is the owner and inventor of ICLEANME, a hand sanitizer product developed during the COVID pandemic that has resulted in two patents. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to tailor portfolios primarily managed on a discretionary basis according to clients’ risk tolerance and time horizon.

David Martinez is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Facet. His prior experience includes roles at Edward Jones, Charles Schwab, USAA, TIAA-CREF, Fidelity, and Valic Financial Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management services to individual clients across the wealth spectrum, utilizing technology-driven processes and a flat subscription fee model rather than traditional asset-based fees. The firm’s approach includes model-based asset allocations with ETFs and a range of tax-optimized and income strategies for qualified investors.

Cynthia Luna is a financial advisor with Kestra Advisory in Waxahachie, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for 10 years before joining Kestra Advisory and Kestra Investment Services in 2024. Luna serves on the boards of the Exit Planning Institute Dallas Chapter and Hope Health, where she participates in finance committee leadership and strategic planning. She also owns Moonshot Value Advising, a consulting practice focused on value growth analysis for business owners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Shawn Holbrook is a financial advisor with PNC Wealth Management in Waxahachie, TX, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Compass Insurance Agency, Compass Bank, and BBVA Securities from 2016 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees, which uses algorithmic risk assessments and portfolios managed by PNC or third-party strategists.

Matthew West is a financial advisor at Edward Jones in Waxahachie, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the education sector at Midlothian ISD and Mansfield ISD for a combined total of ten years. 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 supported by a nationwide network of roughly 23,701 financial advisors.

Richard Cepak is a CFP® with 39 years of industry experience, currently affiliated with Cetera. He has spent the majority of his career with Avantax-related firms from 1987 to 2025 before joining Cetera in 2025. Outside of advising, Cepak is involved in tax preparation and insurance sales through his own business activities. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors.

Angela Wood is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has worked at Cetera and its affiliated entities since 2021 and previously with Voya Financial Advisors. Outside of her advisory role, she is the owner and artist at Cat's Eye Studio, where she designs and creates various works of art. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers, with programs designed to accommodate diverse client needs.

Matthew Williams is a financial advisor with MassMutual Investors Services in Ennis, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with MassMutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and was previously with Axa Advisors from 2014 to 2016. In addition to his advisory role, he serves as a financial planner involved in group health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships using firm-approved analytical tools and provides a range of planning programs, including recent additions like Divorce Planning.

Kelly Dlabaj is a financial advisor with Edward Jones in Waxahachie, TX. She holds a Series 66 designation and began her financial advisory career in 2025 after 11 years at IBM. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branches.

Barry Moore is a CFP® certificant with 28 years of experience in the financial industry. He has been with Edward Jones since 2013. Outside of his advisory work, he is the owner of a rental property in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Jennifer Wartsbaugh is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones for 10 years. Outside of her advisory role, she serves on the governing board of the Ennis Public Theatre and acts as Ex-Officio Chairman for the Ennis Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and offers affiliated mutual funds, trust services, and securities-based lending options.

Lance Gary is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for the Forney Independent School District from 2012 to 2017. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as president of the Waxahachie Letter Jacket Group, which supports local students by providing funds for their letterman jackets, and he coaches a tennis team. 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 investment strategies, supported by a nationwide network of financial advisors and branch offices, and provides additional capabilities such as affiliated mutual funds and securities-based lending.

Paul Colwell is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is based in Waxahachie, TX, and serves as a financial advisor at the firm. Outside of his advisory role, Colwell is the managing member of Bluebonnet BBQ Texas LLC and serves on the board of directors for the Historical Society of West Point; he has also held leadership roles with the West Point/Tri Rivers Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Jody Madding is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and 13 years of industry experience. Madding has been with Edward Jones since 2012. Outside of advisory work, Madding is a financial contributor to Beaver Bash LLC, a local business based in Fort Worth, TX. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Brian Wartsbaugh is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Boom Boom INC and BWF ENT Inc. He holds the Series 66 designation. 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, including discretionary and non-discretionary strategies, with a nationwide network of approximately 23,701 financial advisors.

Melanie Mitchell is a CFP® professional at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Hadley Law, PLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Evan Esselman is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors.

Jeffrey Irish is a financial advisor with Edward Jones in Ennis, TX, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He has been with Edward Jones since 2006. 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 investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Paul Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Box serves as treasurer for Grace Community Church and has authored written works. 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 approximately $1.01 trillion in assets and offers a broad range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Angeline Juenemann is a financial advisor at Edward Jones with 40 years of industry experience. She has been with Edward Jones since 2005 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as President of the Board for the Ennis Public Theatre and is a board member at Ennis Regional Medical Center. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a nationwide network of financial advisors.

Jeffery Buttgen is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Russell Clark is a financial advisor with Edward Jones in Waxahachie, TX, holding the Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wess Winn is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in law enforcement for over 17 years with the Waxahachie Police Department and Ellis County Sheriff's Office. Winn also operated a Christmas light installation business for nearly two decades. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

John Reagan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Western International Securities, Wells Fargo Clearing Services, and Citigroup Global Markets. Reagan also operates Reagan Wealth Management as a side business. 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 a range of advisory and brokerage services, utilizing various model portfolios and customized strategies supported by advanced research and operational tools.

Jaime Holland is a CFP® and ChFC® with 23 years of experience in financial advising and has been with Edward Jones since 2002. Based in Waxahachie, TX, Holland holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, 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.

Joseph Seoane Sr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at Prudential Insurance Company of America since 1996 and was associated with Pruco Securities, LLC from 1995 to 2024. Outside of his advisory role, he volunteers at First Baptist Church in Waxahachie, Texas, teaching Sunday school and greeting attendees. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm typically uses model-driven portfolios and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.