Cole Parks is a financial advisor at Southwestern Advisory Group LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Southwestern Advisory Group since 2016, previously spending three years at Purshe Kaplan Sterling Investments. Outside of his advisory role, Parks serves on the board of the Stephenville Economic Development Foundation, participates in the Texas Association of School Boards Legislative Advisory Council, and is a member of the Ancient Free & Accepted Masons. Southwestern Advisory Group LLC serves individuals, trustees, small businesses, non-profits, corporations, and retirement plans with a range of advisory services, including a proprietary Consulting, Advice, Leadership, and Coaching (CALC) program and portfolio management. The firm’s investment approach combines fundamental and technical analysis and may utilize various trading techniques, including options and derivatives, tailored to each client’s financial goals.

Michael Tucker is a financial advisor with Simplicity Wealth, holding Series 63, 65, and 66 credentials and 22 years of industry experience. His career includes roles at IPA Financial Services, Inc., Tucker Financial Services, LLC, and The Leaders Group. Outside of financial advising, he manages Tucker Ranch, where he raises and sells horses for cutting competitions. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a model-driven, fund-of-funds investment approach and provides technology and operations solutions, including a managed account platform and asset management software for advisers.

Cary Strohmeyer is a financial advisor at Momentum Independent Network Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers and Cetera Financial Specialists from 2008 to 2022. Outside of his advisory role, he serves as Vice-President of the Stephenville Optimist Club. Momentum Independent Network serves a broad client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and provides a range of investment advisory programs, managed accounts, and financial planning solutions.

Savanna Hankins is a financial advisor at CWM, LLC with a Series 65 credential and several years of experience at multiple firms, including BMY Wealth Management Group and First Financial Bank. She has held roles in both financial services and other industries, including entrepreneurial work with Gypsy Wild Style. CWM serves a diverse client base that includes individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and utilizes a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Kestra in 2021, he spent five years with Wells Fargo Advisors. Outside of his advisory role, he is a member of The Paluxy Ponderosa LLC, where he is involved in general maintenance and a coin collection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

James Sullivan is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently with CWM, LLC and BMY Wealth Management, having previously worked at PlainsCapital Bank, Bank of America, N.A., and Merrill. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Sarah Billings is a financial advisor with CWM, LLC, holding a Series 65 designation and over four years of industry experience. Her prior roles include positions at Cetera Advisor Networks and BMY Financial Securities, Inc., along with workforce-related roles at the Texas Workforce Commission and Equus Workforce Solutions. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Bland Harper is a financial advisor at Edward Jones in Stephenville, TX, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Bradley Horry is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at FarmOp Capital, Lone Star Ag Credit, and InterBank. Outside of his advisory role, he owns a farm operation involving recreational performance horses and roping cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Matthew Miller is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Based in Stephenville, TX, Miller has spent his entire advisory career at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Steven Williams is a financial advisor with Raymond James Financial in Stephenville, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 1995 and operates SRW Capital Management LLC, which exists solely for operational and tax purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and asset-allocation analysis to tailor recommendations.

Caleb Allen is a CFP®-certified financial advisor with 20 years of industry experience, currently with Cambridge Investment Research Advisors since 2009. He holds the Series 66 designation and operates out of Stephenville, TX. Outside of his advisory role, Allen is involved in several business ventures including ownership of a CPA services firm, a title insurance company, and a position as a board member at Farmers & Merchants Bank. Cambridge Investment Research Advisors serves a diverse clientele of individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Lauren Jackson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She co-owns Jackson Cattle Company, a cattle ranching business based in Walnut Springs, Texas, which conducts online sales nationwide. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jennifer Williams is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Raymond James Financial Services Advisors Inc. since 2016 and has been associated with SRW Capital Management LLC since 2001, where she provides operational support. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Stephen Fambrough is a financial advisor at Edward Jones with 25 years of industry experience. He has held his current position at Edward Jones since 2002 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Altebaumer Jr. is a financial advisor with Edward Jones in Stephenville, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as a board member of the Middle Trinity Groundwater Conservation District, which focuses on conserving water resources across a four-county area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Ty Andrew is a financial advisor at Edward Jones in Stephenville, TX, holding a Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 2016. Outside of his advisory role, he works as an auctioneer for Duncan Auctioneers in Llano, TX, conducting sales approximately every six weeks and additional events several times a year. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.