Terry M. Castleberry

Pete Pallone is a financial advisor with SPC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and Sigma Planning Corp since 2002. Outside of his advisory work, he owns and operates a cattle ranch and serves as a board member of the Cleburne County Cattlemens Association. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that includes discretionary management and collaboration with third-party managers.

Charles Wheeler is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and has 44 years of industry experience. He has worked at Robert Baird & Co. since 1996 and previously at Merrill Lynch, Pierce, Fenner & Smith. Outside of his advisory role, Wheeler is a passive investor involved in family LLCs that engage in non-investment real estate activities. He is part of the DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed accounts, employing manager-traded and model-traded strategies with ongoing investment monitoring.

Ken Chastain is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions and uses research and analytics to guide investment decisions, supporting a large network of over 14,000 advisors and managing approximately $671 billion in assets.

Kristopher Feeler is a financial advisor with Edward Jones in Fairfield Bay, AR, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Windstream. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Feeler is a financial advisor at Edward Jones with 21 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Outside of his advisory role, he is a limited partner in Honeybee's Smokehouse LLC and part owner of a startup social media company based in Wyoming. 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.

Christine Schlicker is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. She is also president of Integrity Financial, Inc., a firm involved in the sales and service of fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.