Kostas Luecker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at LPL Financial and Wells Fargo Clearing. He serves as Treasurer on the board of Trinity Christian Academy. 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 tailored, non-discretionary planning and supports institutional consulting and portfolio management across a broad network.

Nick Shepherd is a financial advisor with Charles Schwab in Abilene, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2013. Outside of advisory work, he owns Shepherd Operations, a financial services business, and is involved in product development and inventory management with Everyday Armor LLC as well as raising and selling beef cattle through Shepherd Cattle Co., LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management options using multi-asset model portfolios and maintains an integrated structure with centralized custody and order-routing services.

Elliott Gilbert is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at Western Valuation and Consulting. Outside of his advisory role, he serves on the Golf Committee for Abilene YoungLife, assisting with planning and fundraising for their annual tournament. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.

James Fellhauer is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following six years at Bank of America. Outside of his advisory role, he serves as secretary for White River Youth Camp, a youth church camp in Spur, Texas. Stifel serves a broad range of individual and institutional clients and provides brokerage and investment advisory services, including fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Julia Copeland is a financial advisor with Charles Schwab in Abilene, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to Schwab, she worked at Citizens Bank and has provided marketing consulting services through MDF Design and Consulting, LLC, which supports a nonprofit law firm focused on low-income housing projects. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of investment options.

John Wright is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley in various roles. Outside of his advisory work, he co-owns a production company that supports his daughter's performing arts career. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm uses proprietary investment analysis and probabilistic modeling to support client decisions, providing a range of financial planning and advisory solutions.

Jason Weltzin is a financial advisor at Edward Jones in Abilene, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he owns and manages a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Matthew Miller is a financial advisor at Edward Jones in Abilene, TX, holding a Series 66 designation with 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and proprietary money market funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Mark Miller is a financial advisor with Edward Jones in Abilene, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a diverse range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices and its range of affiliated capabilities beyond traditional advisory services.

Dale Johnson Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member of the Abilene Philharmonic Association and is president and part-owner of Abilene Archives & Security. Stifel serves a broad range of clients, including individuals and institutional investors, and offers brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Malissa Elliott is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1984, including a concurrent tenure at Bank of America since 2015. Outside of her advisory role, she owns a rental property in Abilene, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Hays Sipe is a financial advisor with Raymond James Financial in Abilene, TX. He holds a Series 66 designation and has recently begun his career in the industry, joining Raymond James in 2025 after prior experience in education. Outside of his advisory role, he is associated with a non-investment related business, Sipe Legacy Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Trenton Carothers is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to his advisory role, he is a mortgage loan originator and an insurance broker specializing in individual life, disability, property and casualty, long-term care insurance, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Mark Kappel is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2020. Prior to that, he spent five years with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member overseeing the foundation of the Abilene Philharmonic. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Wood is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Primerica Advisors since 2005 and previously worked at PSNS and IMF from 2019 to 2021. Outside of advisory services, Wood is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Carl Peterson is a financial advisor with Morgan Stanley based in Abilene, TX, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models developed by its Global Investment Committee.

Matthew Preston is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he volunteers as a junior high golf coach for Wylie ISD in Abilene, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment and advisory solutions. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Lindi Bruning is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in mid-2021. She brings nearly 19 years of experience in the financial industry, including 15 years in management at Bank of America. Her client focus includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services, among other areas. Lindi earned a Bachelor of Science in Economics with a minor in Business from Texas A&M University in 2004. She holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Beyond her professional work, Lindi is actively involved in community organizations such as the Junior League of Abilene, Abilene A&M Club, Junior Achievement of Abilene, Love & Care Ministries, and Meals on Wheels of Abilene. She balances her career with family life alongside her husband Bryan and their three children.

Chutima Keeragool is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her work history includes roles at Bank of America, N.A., Merrill, and The Estée Lauder Companies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Beckham is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at Crew Training International and Abilene Independent School District. In addition to his advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.