Julian Tahimik is a financial advisor with PNC Wealth Management, holding a Series 66 designation and five years of industry experience. Prior to joining PNC Investments in 2025, he worked at First Command Insurance Services and related entities from 2019 to 2025 and has served as a Budget Control Officer in the Texas Army National Guard since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses approved model investments managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Steven Loos is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. He has a background that includes nearly three decades in the U.S. Army and tenure at First Command-affiliated firms since 2018. Loos serves as a board member for the Knights of Columbus in Temple, TX. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by centralized teams using model portfolios and approved third-party managers.

Jacklyn Lackey is a Series 66 credentialed financial advisor with 15 years of industry experience. She is currently with Goldman Sachs Wealth Services, where she has worked since 2014 in two separate periods, and has prior experience at The Ayco Company, L.P./Mercer Allied and Wells Fargo Clearing. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate participants, executives, and institutional clients. The firm combines financial planning and portfolio management with specialized programs and access to alternative investments, utilizing strategic allocation models and both discretionary and non-discretionary implementations tailored to client objectives.

Thomas Howell Jr. is a Certified Financial Planner® with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

John Connolly is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds a Series 63 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Donny Hyden Jr. is a financial advisor at Edward Jones in Temple, TX, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, while operating under a fiduciary standard.

Eric Prall is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a comprehensive range of advisory, brokerage, and insurance solutions through its large institutional platform.

Douglas Weisbruch is a financial advisor at Edward Jones in Temple, Texas, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Weisbruch is involved in his community as a music leader for Saint Luke Catholic Church and serves on the church’s finance council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Christine Kianes is a financial advisor with Edward Jones in Temple, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she serves as a board member for Destiny Preparatory Academy, a charter school startup in the Waco, TX area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and supports a large network of advisors and branch offices nationwide.

Brittney Harper is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked previously at Agia, Valic Financial Advisors, Bell County Tax Appraisal District, and Edward Jones. Harper serves on the Board of Directors and acts as Treasurer for the Rogers ISD Theater Booster Club. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers recommendations through a centralized consulting team and integrates algorithmic tools alongside advisor oversight.

Amanda Cruz is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked in real estate and flooring businesses, as well as in education roles within local school districts. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Cody Fenoglio is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. He is based in Temple, TX, and holds the Series 66 designation. Outside of his advisory role, he is the owner of a rental business in the Temple area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including tax-efficient services and a fiduciary standard.

John Holmes Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of his advisory role, he has experience managing a contracting business and boat rentals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary advice and supports its clients with advanced analytical tools and institutional consulting capabilities.

Arthur Mcburnett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, he worked at the US Census Bureau and in real estate with Mike Marshall & Associates. Outside of financial advising, he owns Energy 1 Texas, a commercial and residential electricity consulting business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Stephen Ash is a financial advisor at Primerica Advisors with 6 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. since 2020. Outside of his advisory role, he is a part-time consultant for Arbonne International, a nutrition and health products company. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing.

Deanna Willson is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is employed as a registered sales assistant at Holmes Wealth Management and serves as an agent at Oak Crest Advisors. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public finance through its unique municipal advisor affiliation.

Darrell Glaser is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2022 and Cambridge Investment Research, Inc. since 2015. Outside of his advisory work, Glaser manages a cattle ranch and serves on the boards of a church and an agricultural marketing group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment platforms and strategies tailored to client objectives.

Trevor Glaser is a financial advisor at Cambridge Investment Research Advisors with Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Ashley and Company and has a background that includes time at Texas A&M. Outside of his advisory work, he is involved in agribusiness through Bar G Ranch in Rogers, Texas. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, by offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Jennifer Anderson is a financial advisor at Raymond James Financial with 14 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and PNC Investments. Outside of her advisory work, she is involved with National Championship Sports. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools like risk profiling and probability modeling, supporting implementation through its advisory programs and strategic partnerships.

Johnathan Taylor is a Series 66 licensed financial advisor with Edward Jones in Temple, TX, where he has worked since 2019. He has six years of industry experience and also serves in the United States Army. Outside of his advisory role, he is a co-owner of two short-term rental property businesses in Belton, TX. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of over 23,700 financial advisors.