Andrew Johnson is a financial advisor with First Command Advisory Services in San Angelo, Texas. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Loyal Source, several First Command entities, and the United States Army. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios built from mutual funds, ETFs, and third-party managed accounts, with investment decisions made by a centralized team.

Keith Mortimore is a financial advisor with Ameriprise in San Angelo, TX, holding a Series 63 designation and bringing 29 years of industry experience. He has held roles at Ameriprise since 2021 and previously operated Mortimore Wealth Strategies, LLC, a business entity he co-owns. Mortimore serves as chairman of the Massey Fender Endowment Fund board of directors. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Luke Taylor is a financial advisor with Ameriprise in Paint Rock, TX. He holds a Series 66 designation and has been with Ameriprise since 2022. Prior to joining Ameriprise, he worked at Olive's Nursery for one year. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Davis Woodfin is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked for nearly a decade with Eden Emergency Medical Services and the San Angelo Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices, as well as its integrated capabilities beyond advisory services.

Jonathan Hughes is a financial advisor at Edward Jones in San Angelo, TX, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at NextEra Energy. 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, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

James Woodruff is a financial advisor at Raymond James Financial in San Angelo, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Southern Glazers and has a background connected to Texas A&M University. Additionally, Woodruff is an associate at Woodruff Wealth Management, Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and advisory services utilizing risk profiling and analytical modeling, and supports a diverse advisory network with specialized municipal and employer consulting programs.

Erika Lara is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and Edward Jones. She is also a Certified Divorce Financial Analyst with Divorce Resource TX LLC, where she provides specialized financial consulting related to divorce. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning using analytical and risk-profiling tools and supports a broad network of advisors and affiliated firms.

Daniel Ruiz is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with Wells Fargo Clearing since 2018 and has a longer tenure with Wells Fargo Bank, NA dating back to 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Dee Jay Wilde is a Series 66 licensed financial advisor with 12 years of industry experience, currently with UBS Financial Services since 2015. He serves on the board of the Fort Concho Foundation, where he is involved in educational and preservation efforts related to the historic Fort Concho in San Angelo, Texas, and has held roles with local community organizations including the San Angelo Downtown Kiwanis Club and the Parks & Recreation Advisory Board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Colin Mortimore is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to his current role, he held positions at Compass Group, Vail Resorts, Holland Land Services, Maverick Natural Resources, and Southwestern Energy Company. Mortimore serves as president of the Texas Tech Alumni Association San Angelo Chapter. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Barnes is a financial advisor with UBS Financial Services in San Angelo, TX, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2010. Barnes serves on the board and audit committee of West Texas Guidance and Counseling, a nonprofit providing mental health counseling regardless of clients’ ability to pay. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.

Michael Jones is a financial advisor with Ameriprise in San Angelo, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he works as a ranch laborer at Wilde Farm and Ranch. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, supported by a large institutional platform that provides a broad range of advisory, brokerage, and insurance solutions.

Sharon Deiterman is a financial advisor with Ameriprise in San Angelo, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory work, she is involved in a business partnership called Mother Goose and Moose, which manages expenses related to acquiring a retiring advisor’s book of business. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies, operating as a large institutional financial services provider.

James Freeman is a Series 66-licensed financial advisor with Edward Jones in San Angelo, Texas, and has 16 years of industry experience. He has been with Edward Jones since 2009. Freeman serves as a board member of the American Heart Association, contributing to education, fundraising, and event support. 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 solutions, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Miles Duncan is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms including First Legacy Wealth Management and Tim Smith State Farm. 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 advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.

Lisa Eady is a CFP® with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. She has also worked with Investment Centers of America, Inc. since 1992. Outside of her advisory role, Eady is active in her community, holding leadership positions such as director of United Way and finance chair at Southland Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Janell Eckert is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has previously worked with Avantax and Tactical Wealth Management and currently provides financial services through her own sole practice. Outside of advising, she is an instructor and professional speaker offering continuing education courses for CPAs and volunteers as a board member for the Concho Valley Republican Women. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a nationwide network of advisors and provides access to various managed account options and third-party managers.

Cassandra Fillingim is a financial advisor with LPL Financial based in San Angelo, TX, holding a Series 66 credential and 27 years of industry experience. She has worked at a number of firms including Avantax Advisory Services and 1st Global Advisors. She is a principal at Green, Fillingim & Nieto, PLLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes and account types.

Jamie Mitchell is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He is also involved with MPM Property Group LLC, an entrepreneurial venture. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Mason Heflin is a financial advisor at Edward Jones in San Angelo, TX, holding the CFP® designation along with Series 66 and Series 65 licenses. He has two years of industry experience, including prior work at Amicus Financial Advisers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.