William Holmes III is a financial advisor with LPL Financial in San Angelo, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Next Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Holmes is a board member of the Concho Valley Workforce Development Board and serves with Community Hills Christian Church. 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 variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Stella Doyle is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. Her work history includes roles at Mercer Global Advisors Inc., Hawsgoodwin Wealth, and The Bank and Trust. Outside of her advisory duties, she is involved with Westex Investment Services in a non-owner capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm employs tailored, non-discretionary planning and analytical tools to help clients achieve their goals and supports a broad range of advisory programs and institutional consulting services.

Robert Zesch is a financial advisor with Equitable Advisors in San Angelo, TX, holding Series 63 and Series 65 credentials and having 48 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory work, he is involved in insurance agency operations and family ranching activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations, utilizing a range of proprietary and third-party investment programs.

Stephen Sherrod is a financial advisor with Raymond James Financial in San Angelo, Texas, holding a Series 63 designation and with 47 years of industry experience. He has been associated with Raymond James Financial and related entities since 1990 and is also involved in nonprofit leadership as the president of a local organization. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools to model potential outcomes and supports various advisory programs and institutional consulting.

Ashley Paloutzian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing two years of industry experience. Prior to joining LPL Financial in 2023, she worked at Quility Insurance and spent over a decade at Brighton Collectibles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory services including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Barton Gamble is a financial advisor at Edward Jones in San Angelo, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Edward Jones since 2003. 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, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Whitney Pyle is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Whitney served in roles including children's director at Christoval Baptist Church, where she organizes volunteers, programs, and events for children. Whitney has also been involved with Cornerstone Christian School and Baptist Bible Fellowship International. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Walter Reed is a financial advisor with LPL Financial in San Angelo, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ExxonMobil and the University of Houston. Outside of his advisory work, he serves as a preacher for churches on special occasions. 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 through a large network of representatives, utilizing various investment strategies and operational tools.

Gregory Stephens is a Series 66-licensed financial advisor with 17 years of industry experience, currently with LPL Financial since 2024. He previously worked at Momentum Independent Network Inc. for 12 years and Wells Fargo Clearing for 4 years. Outside of advising, he holds a vice president position at Pioneer Abstract and is involved with the Bundrant Family Farm. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Lance Modawell is a financial advisor with LPL Financial in San Angelo, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior experience includes roles at Edward Jones and various entities affiliated with Avantax. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Ward is a financial advisor with Raymond James Financial in San Angelo, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Raymond James Financial and its affiliates since 2006 and also serves as a financial advisor at The Bank & Trust. Additionally, he is involved with Westex Investment Services in a non-investment role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports a broad network of advisors and affiliated firms.

Samye O'neill is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a one-third ownership interest in a family land lease for hunting in Mason County, Texas. 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 approach is IPS-driven and incorporates modern portfolio theory, with a broader financial product offering that includes insurance-related vehicles and bank deposit sweep options.

Sterling Marschall is a financial advisor at Ameriprise in San Angelo, TX, holding a Series 66 designation with six years of industry experience. He has been with Ameriprise since 2019 and also owns Marschall Mowing, a business he has operated since 2015. Marschall serves on the boards of Sonrisis, West Texas Boys Ranch, and its foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kaylyn Alexander is a financial advisor at UBS Financial Services in San Angelo, TX, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, she worked at Priority1 and has a background that includes time as a homemaker and studies at Texas A&M University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans to client goals. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Lloyd Woodfin Jr. is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as treasurer and check-signing authority for LifePoint Baptist Church. 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.

Laqueta Shelburne is a financial advisor with Cetera, holding a Series 63 designation and over 30 years of industry experience. She has worked with several firms including Avantax and Primerica, and maintains a longstanding CPA practice. Outside of financial advising, she leads community groups such as the Beta Sigma Phi organization, which engages in charitable activities in the San Angelo area. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through discretionary and non-discretionary programs, with over 10,000 advisors managing more than $256 billion in assets.

Robert Allcorn is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He participates on the finance committee of Rio Concho Retirement Communities, where he oversees and approves the use and investment of designated trust funds. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with principles of diversification and modern portfolio theory to evaluate investment options.

Chad Currie is a CFP® professional at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Miles ISD for five years. Outside of his advisory role, Currie is co-owner of an interior design retail business and two land-related investment and construction ventures in San Angelo, TX. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jordan Hohensee is a financial advisor at Ameriprise in San Angelo, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2020, he worked at Angelo State University from 2016 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, using a centralized team that collaborates with advisors and draws on proprietary research and third-party data.

William Woodruff is a CFP® with nine years of industry experience. He currently works at Raymond James Financial Services Advisors, where he has been since 2022, following five years at Edward Jones. Woodruff also has a background in academia, having worked at Texas A&M University from 2015 to 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.