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.

Stephen Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James since 2009 and is also associated with Texas Country Financial Services and The First National Bank of Ballinger. Outside of his advisory role, he serves as a trustee for the Texas Country Bancshares ESOP Plan. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

James Woodruff Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Raymond James Financial since 2009 and also leads Woodruff Wealth Management Inc. since 2007. Outside of advising, he serves as president of Woodruff Wealth Management Inc., overseeing its daily operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations.

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.