Michael William Babbin

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.

Joshua Scott is an advisor at Fortress Financial Solutions, LLC with a Series 65 credential and one year of industry experience. He has held roles at Scott Financial Group, Federal Employee Benefit Advisors, One Nine Enterprises, Tucson Valley Investments, and Tucson RV Storage. Outside of his advisory work, Mr. Scott is involved with Federal Employee Benefit Advisors, LLC, a firm offering life insurance and fixed annuity products. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm’s investment process is guided by an in-house Investment Committee that employs multiple analysis methods to construct diversified portfolios across risk profiles and offers options including impact/ESG investing and selective margin use.

Cecil Hight is a CFP® with 21 years of experience in the financial industry, currently serving at Advisor Share Wealth Management, LLC. His career includes roles at UBS Financial Services and multiple entrepreneurial ventures, including Stewardship Legacy Coaching, where he has been involved in teaching and coaching. He also holds leadership positions in healthcare-related companies outside the investment industry. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes a range of third-party sub-advisers and model portfolios and offers alternative and private investment options, operating alongside affiliated entities that provide comprehensive platform and referral services.

Jodie Barnes is a financial advisor with LPL Financial in Millsap, Texas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She worked for Investment Centers of America, Inc. from 1997 to 2017 before joining LPL Financial in 2017. 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, including financial planning and model portfolio programs, supported by advanced operational tools and a broad platform of non-advisory financial services.

Kelsey Cates is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, Cates worked in home inspections and held roles at Calvary Chapel Ruidoso and local churches. 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.

James Walker is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63, Series 65, and Series 66 licenses. He has 39 years of industry experience, including 26 years at Edward Jones. Outside of his advisory role, he serves as a board member for Elmwood Cemetery Inc. and Palo Pinto Water Corporation, and owns a livestock ranch in Mineral Wells. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm supports over four million clients through a large nationwide network of advisors and branch offices.