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Jessica G

Series 66

Midland, TX

RBC Capital Markets

Jessica Glaser is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and model providers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Lydia M

Series 66

Midland, TX

UBS Financial Services

Lydia Marquez is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and previously worked for the City of Midland for seven years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Karl A

Series 66

Midland, TX

UBS Financial Services

Karl Agar III is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Mummes, Fletco Services, and Purina Animal Nutrition. Outside of his advisory role, he is the president and owner of Agar Cattle Co Inc., managing a small cattle operation involved in both commercial and seedstock marketing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Phuong H

Series 63, Series 65

Midland, TX

J.P. Morgan Securities

Phuong Hammer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She has worked at JP Morgan Chase Bank and Wells Fargo, holding various roles since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Katherine D

Series 66

Midland, TX

Edward Jones

Katherine Dick is a financial advisor at Edward Jones in Midland, TX, holding a Series 66 designation with one year of industry experience. Prior to Edward Jones, she worked at JP Morgan Chase and has a background that includes time at Texas A&M University and other varied roles. 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, supported by a nationwide network of more than 23,700 financial advisors and known for its extensive retail presence and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael D

CFP®, Series 66

Midland, TX

Edward Jones

Michael Deller is a CFP®-credentialed financial advisor with Edward Jones in Midland, TX, bringing 10 years of industry experience at the firm. He receives royalty income from Parsley Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices.

Liquidity event planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Thurman J

Series 66

Midland, TX

Edward Jones

Thurman Johnson is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2007, with a brief tenure at J.P. Morgan Securities in 2013. Outside of his advisory role, he serves as a deacon and member of the finance committee at Macedonia Baptist Church in Midland, 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 large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Military & Veterans
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Richey R

CFP®, Series 63

Midland, TX

Raymond James Financial

Richey Rogers is a CFP® professional with 31 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial and University Federal Credit Union among other firms. Rogers is involved with Van Pearcy's Wealth Services Team in a financial advisor and planner role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Donna L

Series 63, Series 65

Midland, TX

Raymond James Financial

Donna Luna Hernandez is a financial advisor with Raymond James Financial in Midland, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been associated with Raymond James Financial Services and its affiliated firms since 2012 and currently works at Foreman Financial, where she serves as a Client Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and scenario modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Imari M

Series 66

Midland, TX

Edward Jones

Imari Miller is a Series 66–licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Firehouse Subs and Petco. Outside of finance, Miller has been involved in competitive cycling as a Junior Elite Cyclist since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory services and maintaining a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Van P

Series 63

Midland, TX

Raymond James Financial

Van Pearcy is a financial advisor with Raymond James Financial in Midland, TX, holding a Series 63 designation and over 38 years of industry experience. He has been with Raymond James Financial and affiliated entities since 2001. Outside of advising, Pearcy is involved in agricultural enterprises as CEO of Pearcy Angus Ranch, a registered Black Angus cattle producer, and serves as President of PAR Cattle Management Co., which markets registered Angus beef. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized offerings in municipal finance and retirement plan advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kinsey H

Series 66

Midland, TX

Edward Jones

Kinsey Hill is a financial advisor at Edward Jones in Midland, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Kinsey worked at Frost Bank and Ranchland Hills, along with other roles including a position with the City of Midland. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin B

Series 66

Midland, TX

RBC Capital Markets

Kevin Blonkvist Jr. is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 credential and has previously worked at City National Bank. Outside of advising, he serves on the endowment committee for the First Presbyterian Church of Midland and holds board positions with Hillcrest School, Scholastic Network Partners, Midland Community Theatre, and the Midland Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management solutions using both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Hunter I

Series 66

Midland, TX

Raymond James Financial

Hunter Ingram is a financial advisor at Raymond James Financial with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Atlas Credit Partners and involvement with the Van Pearcy Wealth Services Team. He also has experience in education, having worked at Texas Tech University and Midland High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Cadry G

Series 63, Series 66

Midland, TX

LPL Financial

Cadry Gibbs is an advisor at LPL Financial with Series 63 and Series 66 designations and has one year of industry experience. Prior to joining LPL Financial in 2025, Gibbs held positions at Investor Solutions, Shell Trading U.S. Company, and Plains All American Pipeline. 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 portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sandra J

Series 66

Midland, TX

LPL Enterprise

Sandra Javelly is a financial advisor at LPL Enterprise LLC with three years of industry experience. She holds a Series 66 designation and has held prior roles at PNC Investments LLC, Bank of America, Merrill, and RBC Capital Markets, among others. Outside of finance, she previously operated a coffeeshop called Taste @ 508 Coffeeshop for seven years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Cheryl W

Series 63, Series 66

Midland, TX

Edward Jones

Cheryl Werner is a financial advisor with Edward Jones in Midland, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Edward Jones and its predecessor since 1993. Outside of her advisory role, she owns and operates a ranching business. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Brett R

Series 63, Series 65

Midland, TX

UBS Financial Services

Brett Riley is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2022. Outside of his advisory role, he is a board member of PRO2G Mission Inc., a nonprofit focused on supporting global Christian ministries and refugee aid, and is the owner of Benaiah Holdings LLC, which manages his oil and gas production and mineral interests. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Norma W

CFP®, Series 63, Series 65

Midland, TX

RBC Capital Markets

Norma Whitsitt is a CFP® professional with over 31 years of industry experience, currently serving at RBC Capital Markets in Midland, TX. She has been with RBC Capital Markets since 2016 and previously worked at City National Bank. Outside of her advisory role, she assists in managing the finances and budgeting for a family-owned trucking business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside integrated financial services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Tommy D

Series 66

Midland, TX

Raymond James Financial

Tommy Darland Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Edward Jones and in various business ventures prior to entering financial services. He is also the owner of TAMALAND VENTURES LLC, an investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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