Stephen Ray Smith

Ryan Lange is a financial advisor with Orion Financial Group in Ballinger, TX, holding Series 63, 65, and 66 licenses and three years of industry experience. He has worked at firms including LPL Financial and Grove Point Advisors. Outside of advising, Lange serves as a councilman for the City of Ballinger and is involved in the family-owned Lange Funeral Home business. Orion Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and qualified retirement plans. The firm offers discretionary and non-discretionary portfolio management, standalone planning and consulting, and ERISA/pension plan advisory, using a variety of analytic methods to tailor strategies to client objectives.

Tanner Gilbert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, he held positions at Purdue Global and FedEx 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Woodruff Jr. is a financial advisor with Raymond James Financial in Ballinger, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James Financial since 2009 and also leads Woodruff Wealth Management Inc., which operates as an independent branch office. Outside of his advisory role, Woodruff serves as an officer and secretary for multiple business ventures and manages day-to-day operations at Woodruff Wealth Management Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, incorporating advanced analytical tools and advisory programs.

Larry Gilbert is a CFP® with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns and manages an agriculture business focused on sheep in San Angelo, TX. 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 nationwide network of financial advisors and branch offices.