Karl Rundgren is a CFP® professional with 12 years of experience in financial advisory services. He is currently associated with Raymond James Financial and has held roles at VIP Partners and the Van Pearcy Wealth Services Team. Rundgren is also involved with Van Pearcy Financial Services, LP, where he participates in securities trading and client account management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using various analytical tools and supports a broad network of advisors with specialized programs including municipal and public-finance advisory services.

Richey Rogers is a CFP® professional with 31 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial and University Federal Credit Union among other firms. Rogers is involved with Van Pearcy's Wealth Services Team in a financial advisor and planner role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.

Van Pearcy is a financial advisor with Raymond James Financial in Midland, TX, holding a Series 63 designation and over 38 years of industry experience. He has been with Raymond James Financial and affiliated entities since 2001. Outside of advising, Pearcy is involved in agricultural enterprises as CEO of Pearcy Angus Ranch, a registered Black Angus cattle producer, and serves as President of PAR Cattle Management Co., which markets registered Angus beef. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized offerings in municipal finance and retirement plan advisory services.

Hunter Ingram is a financial advisor at Raymond James Financial with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Atlas Credit Partners and involvement with the Van Pearcy Wealth Services Team. He also has experience in education, having worked at Texas Tech University and Midland High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Mary Grigsby is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has six years of industry experience. Her prior experience includes roles at Frost Investment Services, UBS Financial Services, Janus Management Holdings, and Charles Schwab. She serves as a board member and assistant treasurer for the executive committee of the Midland Children’s Rehabilitation Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through a large advisor network and various advisory programs.