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.

Kimberley Cole is a financial advisor with Edward Jones in Abilene, TX, holding a Series 66 designation and 28 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, Kimberley owns and operates a dog breeding business in Baird, TX. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

Phillip Hettich Jr. is a CFP® with 39 years of industry experience, currently affiliated with Cetera. His prior roles include tenures at Edward Jones, Raymond James Financial Services, and First Financial Bank NA. He is also involved in entrepreneurial ventures such as PLH Legacy Wealth Management and Trio H Enterprises, LLC. Cetera is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

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.

Jon Hymer is a financial advisor with LPL Financial in Abilene, TX, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at SCF Securities, SCF Investment Advisors, First Allied Advisory Services, First Allied Securities, and Morgan Stanley. He also engages in a non-variable insurance-related business activity. 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 range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various investment strategies and operational tools.

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.