James Leavell is a CFP® professional with five years of industry experience. He has been with Team Financial Strategies in Abilene, TX since 2019 and previously worked at Abilene ISD from 2015 to 2019. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in client assets. The firm serves individuals, high-net-worth households, and institutional clients, offering financial planning, portfolio management, and institutional consulting services.

David McCaghren is a financial advisor at Gradient Securities, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Securities since 2017. Prior to that, he was with Sagepoint Financial, Inc. for 12 years and has been a general partner at Mills, McCaghren & Associates since 1992. Outside of his advisory work, he serves as a lieutenant governor for the Kiwanis Club of Greater Abilene, overseeing growth and support for five local clubs. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, trusts, and business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis while using third-party managers and offering commissionable securities and insurance products.

Craig Foreman is a financial advisor at &Partners with 12 years of industry experience. He previously worked at Edward Jones for 10 years before joining &Partners in 2024. Outside of his advisory role, he serves as an elder and board member at Odessa Bible Church, where he participates in governance and occasional ministry activities. &Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of strategies combining fundamental, technical, and quantitative analysis, and provides services through both discretionary and non-discretionary account management.

Sean Morgan is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of industry experience, including roles at several First Command entities since 2019. In addition to his firm work, he owns and operates Sean Morgan Financial LLC, where he serves as a financial advisor and insurance agent. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Hussein Jaber is a financial advisor with Empower Advisory Group in East Norriton, PA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at GWFS Equities, Inc., Nest Investments BD LLC, Nest Egg, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services focus on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Tamara Pizzeck is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 designations and previously worked with Wylie ISD. Outside of her advisory role, she serves as Treasurer for the Dyess Spouses Club, a nonprofit supporting military families. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs with discretionary portfolio management conducted by a centralized Investment Management Team.

Taylor Grant is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has previous experience at Graymark Insurance and Carroll ISD. He is also involved as an associate at Big Country Asset Management in Abilene, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory capabilities.

Harold Sipe is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 25 years of industry experience. He worked at Edward Jones from 2001 to 2025 before joining Raymond James in 2025. He serves as a trustee for a church camp for children, overseeing event planning and role assignments. 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 promotes implementation through its advisory programs, with specialized services for municipal clients and employer SIMPLE IRA plans.

Conner Nichols is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at AbbVie, FDLIC, and Lonestar Truck Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Robertson is a financial advisor with Mass Mutual Investors Services in Abilene, TX. He holds Series 63 and Series 65 credentials and has 20 years of industry experience, including prior roles at MML Investors Services Inc and MassMutual Life Insurance Co. Outside of his advisory work, he owns and operates ranching businesses involved in cattle, hunting, and wind turbine activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Haywood Harris III is an advisor at Edward Jones in Abilene, TX, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his current role, he spent 18 years at Cisco College and five years at Hardin-Simmons University. 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 investment strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Joshua Fleming is a CFP®-certified financial advisor with LPL Financial, based in Abilene, TX. He has 18 years of industry experience, all spent with LPL Financial since 2008. Fleming also operates a DBA under the name Prosperity Financial Services. 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 broad range of financial planning and advisory services delivered through a large network of investment adviser representatives.

Robert Johnson is a financial advisor at Stifel in Abilene, TX, holding a Series 66 designation and beginning his advisory career in 2023. Prior to his role at Stifel, he has experience working at Hardin-Simmons University and Abilene High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services based on proprietary investment methodologies developed by its Investment Strategy Group.

Jeremiah Presley is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Raymond James Financial Services Inc. and has a background that includes coaching roles at Abilene Christian School and owning a local business focused on coaching support. He is also involved with Presley Wealth Stewards, where he handles financial planning and client management. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a range of advisory programs and institutional consulting capabilities.

Jared Shelton is a financial advisor at OSAIC with 15 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC in 2023. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he is president of Jared Shelton CFP LLC, an S Corporation that handles payroll and tax matters. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

James H. Newcomb is the Senior Resident Director and Wealth Management Advisor at Merrill, serving the Abilene area. He leads the Abilene Merrill Office and focuses on developing personalized wealth management strategies tailored to clients’ specific financial goals. His client expertise includes family wealth management, legacy planning, managing new wealth, services for endowments, foundations and non-profits, personal retirement planning, portfolio management, and advising women and wealth. Jim joined Merrill in 1994 after six years in commercial banking. He holds a Bachelor of Business Administration degree in Finance from Hardin Simmons University (1986) and a Master of Business Administration from Texas Tech University (1990). He maintains FINRA registrations Series 7, 63, 65, 9, and 10, and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since 2004, he has served as the Resident Director of Merrill’s Abilene office and attained the title of Senior Resident Director. Outside of his professional role, Jim is active in the community, having served on various non-profit boards and coaching youth sports. He currently serves as Texas Wildlife Association Region 2 Director, and sits on the boards of Hardin Simmons University School of Business Advisory and Ben Richey Boys Ranch. Jim enjoys antiquing, fishing, golfing, music, reading, and spending time with his wife Michele and their two children.

Dwayne Dacus is a financial advisor with Edward Jones in Abilene, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the Advisory Board for the Cisco College School of Respiratory Care and owns small construction and property management businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fees and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets across a large national network of advisors and offices.

Judson Powell is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and maintains a business office in Abilene, Texas. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Dan Davis is a financial advisor at Edward Jones in Abilene, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones, he worked at the Texas General Land Office from 2014 to 2018. He is also the owner and manager of Texas Big Country Services LLC, a company involved in real estate valuation and notary public services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Neil Shultz is a financial advisor with Edward Jones in Clyde, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of financial advising, Shultz is president and co-owner of Outlaw Cleaners Inc., a dry cleaning and laundry business in Clyde, TX. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.