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.

James Fazio is a financial advisor at LPL Financial with Series 66 and Series 63 credentials and four years of industry experience. He has been with LPL Financial and Beronio Wealth Planning since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from in-house and third-party sources.

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.

Kyle Jeter is a Series 66-credentialed financial advisor with Edward Jones in Killeen, TX, where he has worked since 2009. He has 16 years of industry experience. 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 and investment strategies through a large nationwide network of financial advisors and branch offices.

Pauline Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and third-party research to provide discretionary and non-discretionary management options.

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.

Fremont Hodson III is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Prior to joining LPL Financial in 2018, he spent 16 years at SII Investments, Inc. He also has experience as an independent insurance agent since 1991. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

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.

Norman Mitchell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors since 2001 and has worked with Primerica Financial Services since 2000. Outside of advisory services, he is involved in the sale of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

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.

David Mitchell is a financial advisor with Thrivent Investment Management in Harker Heights, TX, holding Series 65 and Series 63 credentials and bringing four years of industry experience. His prior roles include positions at Bankers Life and Bankers Life Advisory Services. He serves as a board member for his local Kiwanis Club, participating in planning and service activities focused on youth in the community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing arrangement.

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.