Cary Cates is a CFP® and Series 66-registered financial advisor with over 11 years of industry experience. He leads Cates FP and Cates Tax Advisory in Gainesville, TX, where he focuses on both financial planning and tax advisory services. He also serves as an adjunct professor at the University of North Texas. Cates FP provides investment management and comprehensive financial planning to individuals and high-net-worth clients, managing approximately $48 million in discretionary assets. The firm emphasizes a passive investment approach with diversified portfolios and integrates credentialed tax services, including tax return preparation and IRS representation, within its advisory offerings.

Alesia Cronkhite is a financial advisor with Cronkhite Wealth Strategies in Gainesville, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, she is involved in producing firearm-related videos on YouTube. Cronkhite Wealth Strategies is an independent advisory firm serving individuals, corporations, and retirement plans with non-discretionary asset management, financial planning, and ERISA 3(21) plan advisory services. The firm’s investment approach focuses on asset allocation and periodic rebalancing, combining modern portfolio theory with fundamental and technical analysis, and frequently collaborates with third-party managers for discretionary trading.

Jeremy David is a CFP® with 25 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC. His prior work includes roles at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. He is also involved as an elder at Midway Church in Aubrey, TX. Complete Wealth Management provides advisory services to individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm utilizes Modern Portfolio Theory and offers custom portfolio construction through the Betterment platform, combining automated wrap services with traditional financial planning and ERISA consulting.

William Brinson is a financial advisor with Taylor Stephens, Inc. He holds a Series 63 designation and has 50 years of industry experience. Prior to joining Taylor Stephens in 1990, he was the President and Owner of A. Cole Stephens & Associates, Inc. since 1977 and has been a self-employed insurance agent since 1969. Taylor Stephens provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to pension and profit-sharing plans. The firm focuses on strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside services such as cash flow and tax planning, retirement and education funding, and estate-planning analysis.

Matthew Saller is a CFP® professional with 17 years of industry experience. He has worked at Fidelity Investments from 2008 to 2018 and has been with Complete Wealth Management, LLC since 2019. Outside of his advisory work, he is the co-owner of D&L Farm and Home, a retail store specializing in agricultural, pet, and home care products. Complete Wealth Management, LLC serves individuals, small businesses, charities, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs Modern Portfolio Theory and manages custom portfolios through the Betterment platform, combining digital wrap services with traditional financial planning and ERISA consulting.

Jacob Gates is a financial advisor at Complete Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at DATCU Credit Union and Chick-Fil-A. Complete Wealth Management provides advisory services to individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm applies Modern Portfolio Theory to construct custom portfolios on the Betterment platform and offers asset management, financial planning, and retirement plan consulting services.

Steven Collier is a financial advisor with Independent Wealth Network, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. In addition to his work as an advisor, Collier serves as a firefighter and EMT with the Fort Worth Fire Department. Independent Wealth Network advises individuals, trusts, pension plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm oversees approximately $518 million in client assets and employs a range of investment strategies, including third-party models and managers.

Connor Rigg is a Series 65-licensed advisor at Independent Wealth Network, Inc. based in Sanger, TX, with no prior industry experience. He has worked as a mechanical engineer specializing in hydraulics at Lockheed Martin since 2018. Outside of his advisory role, Rigg serves as president and owner of Blue Bird Holdings LLC. Independent Wealth Network, Inc. provides wealth management and financial planning services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party managers and models to oversee approximately $518 million in client assets.

David Rigg is a Series 66-licensed advisor with Independent Wealth Network, Inc., bringing 10 years of industry experience. He has worked at KFA Financial and Independent Wealth Network since 2018 and holds a long-term role as Chief Pilot Network Operations Center at Southwest Airlines. Outside of financial advising, he teaches leadership courses through Tribe & Trust Leadership. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers tailored investment strategies using fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Michael Chrustawka is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ruggiero Wealth Management, LLC and operating as a sole proprietor. Outside of financial advising, he is involved in horse breeding, training, and sales through a personal business in Gainesville, TX. 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 corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Gary Bilyeu is a financial advisor at Independent Wealth Network, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Investment Advisors Corp and Broker Dealer Financial Services Corp. Outside of his advisory role, Bilyeu serves as a councilman on the Sanger City Council, is a member of the Sanger Education Foundation administrative committee, instructs leadership classes through Tribe & Trust Leadership, and serves on the board of Cowtown Warriors, a nonprofit supporting veterans. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, ongoing financial planning, access to third-party managers, and advisory support for held-away accounts, tailoring strategies to client goals with a range of investment approaches and ongoing portfolio oversight.

Jan Warzecha is a Series 65 licensed advisor with nine years of industry experience. She has worked at Private Advisor Group, LLC since 2021 and previously held positions at Level Four Advisory Services and Peter Marshall and Company. In addition to her advisory role, she provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies supported by technology platforms.

Thomas Schalk is a financial advisor at SPC with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Sigma Planning Corporation since 2015. Outside of his advisory role, he serves as Vice President and board member for both the Fairview Cemetery Association and the GISD Education Foundation in Gainesville, TX, assisting with leadership and meeting coordination. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, offering both discretionary and nondiscretionary management options.

Ken Walbridge is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously operated Ken Walbridge Financial Planning, LLC. In addition to his advisory work, he has over two decades of experience as a life insurance agent. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers a range of investment strategies through a turnkey asset management platform.

William Morgan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for ten years at the Denton County Sheriff's Office. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Blake Wallace is a financial advisor with Edward Jones in Gainesville, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Brent Reed is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at DFPG Investments and Regal Advisory, among others. Outside of his advisory work, he is involved in mortgage and real estate services through Lake Kiowa Premiere Real Estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, combining traditional advisory solutions with technology tools and extensive non-advisory financial services.

Nicole Smith is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked as an independent travel agent and was involved in entertainment event staffing. She also has experience in education through roles in multiple school districts. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers various investment strategies and affiliated services, managing over $1 trillion in assets through a large national network of advisors and branch offices.

La Donna Fleitman is a Series 66-credentialed financial advisor at Edward Jones with 12 years of industry experience. Her prior roles include positions at State Farm and Jim Goldsworthy Insurance Agency, as well as a period as a homemaker. She has been with Edward Jones since 2019. 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 strategies supported by a nationwide network of more than 23,000 financial advisors.

Bradley Strickland is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Sherman ISD, Charles Schwab & Co., Thrivent Financial, Tredco Logistics, and Tioga ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Benjamin Jackson is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Outside of his financial advisory role, he owns and operates a cow/calf ranching business in Bowie, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Rebekah Frank is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked previously at firms including Merrill Lynch, The Prudential Insurance Company of America, and Bank of America. Outside of her advisory role, she is involved as a life coach with The Aspen Collective. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David George is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial Services since 1999. Outside of his advisory role, he is involved in agriculture, raising horses and cattle. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with services that include municipal advisory and specialized retirement plan consulting.

Dale Schniederjan is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has worked at several firms including DATCU Wealth Management, First State Bank, and Mass Mutual / Canopy Capital Strategies. Schniederjan is involved in investment-related activities outside of his advisory role through associations with multiple insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and non-advisory financial products.

John Friday is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 advisors and 15,100 branch offices.

Morgan Henderson is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2015 and previously worked at Norwex from 2014 to 2017. Henderson holds a Series 66 designation. 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 manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Earl Russell IV is a financial advisor at Edward Jones in Gainesville, TX, with 26 years of industry experience. He has held his position at Edward Jones since 1999 and holds Series 63 and Series 66 designations. 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, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.