Shane Makary is a financial advisor with Ameriprise in Wichita Falls, TX, holding Series 63 and Series 65 credentials and five years of industry experience. He previously served in the U.S. Marine Corps from 2005 to 2021. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, written recommendations. The firm’s approach includes algorithmic automation and oversight committees to support its retirement-income consulting team.

Ethan Alread is a financial advisor with Morgan Stanley in Wichita Falls, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Corlett Probst & Boyd PLLC, First Bank, and Welch Sanders and Associates, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Christopher Bybee is a CFP®-certified financial advisor with 28 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2010. He is based in Wichita Falls, TX. Outside of his advisory role, he assists with administrative tasks for family-owned investment property entities. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment strategy methodology to provide capital market analysis and asset allocation guidance.

Jefferson Jameson Jr. is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is associated with 4 J Group, an LLC formed for potential real estate acquisition. 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 national network of financial advisors and branch offices.

Gregory Smithson is a financial advisor with Morgan Stanley in Wichita Falls, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and previously worked at Morgan Stanley Smith Barney LLC starting in 2014. Outside of his advisory role, he is a registered respiratory therapist at Texas Specialty Hospital. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to assist clients in developing tailored financial plans.

Brady Moore is a financial advisor at Edward Jones in Wichita Falls, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. 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 various discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Casey Barry is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He joined the firm in 1994 and specializes in wealth organization for individuals, corporations, and non-profit institutions. Casey holds a Bachelor of Science degree in Economics from Tarleton State University, graduating Magna Cum Laude with supporting fields in government and finance. He maintains the Personal Investment Advisor (PIA) designation. In addition to his professional work, Casey is actively involved in his local community through his volunteer work as a pilot with Angel Flight. He is married to Janie, and they have a daughter who attends Texas State University.

Keaton Dolan is a financial advisor with Edward Jones in Wichita Falls, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Arizona State University and the Arizona Interscholastic Association. Outside of his advisory role, Dolan is involved in community activities including coaching volleyball and serving as treasurer for The Arc of Wichita County. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a broad advisor network and offers a range of investment advisory programs and affiliated financial products.

John Lankford is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Woodbury Financial Services and Wichita Falls ISD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary research and third-party strategies.

Brandon Billing is a financial advisor with Morgan Stanley in Wichita Falls, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and is currently associated with Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Laura Breidenbach is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Bank of America. Outside of her advisory role, she is co-owner of Bread Box Builds, a retail business in Wichita Falls, Texas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with significant investable assets and Ameriprise-managed accounts.

Abby Smith is a financial advisor with Merrill in Wichita Falls, TX, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2016 and is also affiliated with Herbalife International as an independent distributor and health coach on a minimal, part-time basis. Additionally, she serves as an executor for a family estate. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Stephen Cox is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He previously worked at Morgan Stanley and Union Square Credit Union. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Steven Robinson is a financial advisor with Ameriprise in Wichita Falls, TX, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Cetera Advisor Networks and VOYA Financial Advisors. Outside of his advisory role, Robinson is an attorney and operates a legal practice through Steven R. Robinson Attorney at Law, PLLC, and he co-owns a storage business, Big Parking Spot. He also serves as secretary on the board of Cotton Electric Services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

William Warnock is a financial advisor with Cetera, holding a Series 66 credential and over 25 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of GIWA Holdings LLC, where he is a passive investor. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Raymond Lopez is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Remberto Lopez MD. He has been with Edward Jones since 2020. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Justin Pestel is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Woodbury Financial Services Inc. for six years and served with the Bellevue Police Department for 21 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by research and technology tools.

Tyler James is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cody Moody is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Ameriprise since 2023. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc from 2012 to 2023. Moody is also Vice Chair of the Board of Elders at Our Redeemer Lutheran Church in Wichita Falls, TX. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written recommendation reports combining research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors like Moody.

Courtney Forsythe is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Forsythe worked for 15 years at Darrel Walker State Farm and has also been involved with Defining Moments Dance Studio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.