John Berry

Gelasia Steed is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Steed Investments, LLC since 2007. She holds a Series 66 designation and operates from Graford, TX. Outside of her advisory work, she is involved in oil and gas consulting and owns and operates a hospitality resort. Steed Investments, LLC provides investment advisory services, financial planning, and consulting on an hourly or project basis to individuals, trusts, and business entities. The firm uses both fundamental and technical analysis to make non-discretionary recommendations across a range of securities, with clients retaining custody and selecting their own brokers.

Michael Babbin is a CFP® professional with 26 years of experience in financial advising. He is the principal at Western Reserve Wealth Management LLC, where he has worked since 2021. Prior to that, he spent a decade with LPL Financial LLC and Redwood Financial Network. He is also a licensed insurance agent. Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $35 million across about 30 client relationships, employing asset-allocation-based ETF strategies and combining fundamental, quantitative, and technical analysis with modern portfolio theory.

Joshua Scott is an advisor at Fortress Financial Solutions, LLC with a Series 65 designation and has been in the industry since 2023. Prior to joining Fortress, he worked at Federal Employee Benefit Advisors and Tucson Valley Investments. Outside of his advisory role, he is involved with Federal Employee Benefits Advisors, offering life insurance and fixed annuity products. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving high-net-worth individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a combination of charting, fundamental, and technical analysis through an in-house Investment Committee to construct model portfolios, offering both discretionary and non-discretionary services.

Jodie Barnes is a financial advisor with LPL Financial in Millsap, TX, holding Series 63 and Series 65 licenses and with 25 years of industry experience. Prior to joining LPL Financial in 2017, she spent 20 years at Investment Centers Of America, Inc. Barnes is also involved in non-variable insurance sales through several related entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance and lending products through its large network of investment adviser representatives.

Kelsey Cates is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Kelsey worked at Calvary Chapel Ruidoso and Big Bear Home Inspections, Ltd Co., and has a background that includes roles in both business and community organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets.

James Walker is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63, Series 65, and Series 66 designations and bringing 38 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Walker serves as a board member for Elmwood Cemetery Inc. and Palo Pinto Water Corporation, and owns a livestock ranch where he manages cattle and a hunting lease. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.