Jon Bennett is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. 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, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Geoffrey Gilbert is a financial advisor at Stifel with 41 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gilbert serves as a board member on the Volunteer Services Committee, assisting handicapped residents, and is involved with PAPA Missions, a medical charity organization. He is also the president of the Napa Cottages Home Owners Association. Stifel serves a diverse client base including individual investors, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning.

Hailey Parker is a financial advisor at Charles Schwab in Abilene, TX, holding a Series 66 license with one year of industry experience. Prior to joining Schwab, Hailey worked in healthcare and childcare sectors, including positions at Livingston Hearing Aid Center and Belle's and Beau's Childcare. Charles Schwab serves a large client base of 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’s model combines non-discretionary advice with access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s research teams.

Donny Vogler is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America. Outside of his advisory role, Vogler owns and operates a family ranch in Abilene, Texas. Stifel serves a broad range of clients including individuals, institutional investors, and nonprofit organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a foundation for client decision-making.

Cole Wilson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining Raymond James in 2023, he spent 17 years at Edward Jones. Outside of his advisory role, Wilson is involved in agricultural operations and property management, including a cow-calf farming operation and maintenance of farm properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal finance through a unique municipal advisor affiliation uncommon among large institutional firms.

Kevin Cassidy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at several firms including Sagepoint Financial and Investment Marketing Resources. Cassidy holds directorship roles with Junior Achievement Abilene and Presbyterian Medical Care Mission, both nonprofit organizations. OSAIC serves a diverse client base including retail and institutional investors, providing brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm uses asset-allocation tools and risk assessment measures to construct portfolios that include a wide range of investment vehicles and offers discretionary and non-discretionary management options.

David Roberts is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jimmy Bailey is a CFP® with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at FSC Securities Corporation for 14 years. In addition to his advisory role, he is president of Complete Financial Services, Inc., an insurance sales and service company. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to build portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments, managing accounts on both discretionary and non-discretionary bases.

Steven Wegrzynowicz is a Financial Advisor with Merrill Lynch Wealth Management. He works with business owners, healthcare professionals, and families to develop financial plans focused on long-term goals. His approach emphasizes thoughtful financial decision-making, education, and building lasting partnerships. Before his career in financial advising, Steven spent over a decade teaching English at Cooper High School in Abilene, where he helped students develop skills for their futures. He holds a Bachelor of Business Studies in English Education and a Master of Arts in English, both from Hardin-Simmons University. Steven participates in community service through his board membership at the Presbyterian Medical Care Mission in Abilene. Outside of work, he enjoys biking, chess, cooking, golfing, reading, running marathons, swimming, and spending time with his wife and two children.

Madison Tarpley is a financial advisor at Edward Jones in Abilene, TX, holding a Series 66 designation with one year of industry experience. Prior to Edward Jones, Tarpley worked at Hendrick Medical Center and Brown Farms. Outside of advising, Tarpley manages Tarpley Real Estate LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 advisors and 15,000 branches. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Zachary Jennings is a financial advisor with Edward Jones in Abilene, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and is also affiliated with Abilene Christian University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Amy Edington is a financial advisor at Stifel with 16 years of industry experience. She holds the Series 66 credential and previously worked at Morgan Stanley Smith Barney for 11 years prior to joining Stifel in 2020. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Angela Truelove is a Series 66 licensed financial advisor with 15 years of industry experience. She is currently affiliated with Merrill and Bank of America, NA, having worked at Merrill Lynch since 2006 and at Bank of America since 2017. 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 a range of clients including individuals, high-net-worth investors, and institutions.

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.

Amy Hall is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2022. She has three years of industry experience and previously worked with Region 14 ESC and Tumbling Tots, LLC. Outside of her advisory role, she serves as a board member and treasurer for the Big Country Women's Healthcare Fund in Abilene, TX. Amy is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a mix of in-house and third-party managers, with options ranging from traditional to more complex investment strategies.

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.