Terra Penner is a Series 65 credentialed advisor at Disciplined Investors, L.L.C. in Waco, TX, with two years of industry experience. Prior to joining Disciplined Investors in 2023, Terra worked with Discover Durham and Visit Anchorage and spent time in homemaking. Disciplined Investors, L.L.C. provides investment management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, municipalities, and corporations. The firm manages approximately $941.6 million in client assets and emphasizes diversification, long-term perspectives, and customized portfolios tailored to target asset allocations.

Angelo Ochoa is a financial advisor at Disciplined Investors, L.L.C. in Waco, TX, holding a Series 65 designation with five years of industry experience. Prior to his advisory role, he worked for nine years at University High School within Waco ISD. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach with customized portfolios based on fundamental and cyclical analysis, managing approximately $702 million in client assets as a seven-advisor team.

Alexandra Kazanas is a financial advisor at Disciplined Investors, L.L.C. in Waco, Texas, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at Community Bank & Trust and Texas Tech University. Disciplined Investors, L.L.C. provides investment management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, municipalities, and corporations. The firm emphasizes customized portfolios, diversification, and long-term investment strategies, managing approximately $941.6 million in client assets.

Paris Hookham is a financial advisor with Disciplined Investors, L.L.C. in Waco, Texas. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Disciplined Investors, Hookham was affiliated with the University of Oklahoma and the University of Texas at Austin. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach with customized portfolios based on fundamental and cyclical analysis, managing approximately $702 million in client assets as a seven-advisor team.

Reid Higgins is a financial advisor at Disciplined Investors, L.L.C. in Waco, TX, holding a Series 65 designation. He has one year of industry experience, including prior roles at Baylor University, PepsiCo, and Knight Office Solutions. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and offers a comprehensive range of services including 401(k) plan advisory.

Sabrina Moore is a financial advisor at Disciplined Investors, L.L.C. in Waco, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Disciplined Investors since 2015, working as part of a seven-advisor team. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach centered on fundamental and cyclical analysis, managing approximately $702 million in client assets without imposing account minimums.

Todd Stoner is a financial advisor with Disciplined Investors, L.L.C. in Waco, Texas, where he has worked since 1998, totaling 28 years of industry experience. He also manages Direct Leased Properties, LLC, a private placement investing in triple-net lease commercial real estate. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach customized to client asset allocations and manages approximately $702 million in client assets with a seven-advisor team.

Russell Livesay is a Series 65-licensed advisor with Disciplined Investors, L.L.C. in Waco, Texas, where he has worked since 2007, accumulating 18 years of industry experience. He is also president of Southern Media Specialists, LLC, a print media consulting and travel magazine publishing business. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold approach with portfolios customized around target asset allocations and monitored regularly, managing approximately $702 million in client assets as part of a seven-advisor team.