James Fazio is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with LPL Financial since 2019 and is also associated with Beronio Wealth Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Thomas Howell Jr. is a Certified Financial Planner® with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

John Connolly is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds a Series 63 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Pauline Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2003. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisory representatives who implement various investment strategies.

Donny Hyden Jr. is a financial advisor at Edward Jones in Temple, TX, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, while operating under a fiduciary standard.

Fremont Hodson III is a financial advisor at LPL Financial with 38 years of industry experience. He has held positions at SII Investments, Inc. for 16 years and has worked as an independent insurance agent for over three decades. His credentials include Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and technology tools.

Eric Prall is a CFP® professional with 44 years of experience in the financial services industry. He currently serves with Ameriprise Financial Services, LLC and has prior experience at Morgan Stanley and its affiliated entities, where he worked from 1983 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Douglas Weisbruch is a financial advisor at Edward Jones in Temple, Texas, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Weisbruch is involved in his community as a music leader for Saint Luke Catholic Church and serves on the church’s finance council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Christine Kianes is a financial advisor with Edward Jones in Temple, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she serves as a board member for Destiny Preparatory Academy, a charter school startup in the Waco, TX area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and supports a large network of advisors and branch offices nationwide.

Norman Mitchell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors since 2001 and has worked with Primerica Financial Services since 2000. Outside of advisory services, he is involved in the sale of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

Brittney Harper is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked previously at Agia, Valic Financial Advisors, Bell County Tax Appraisal District, and Edward Jones. Harper serves on the Board of Directors and acts as Treasurer for the Rogers ISD Theater Booster Club. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers recommendations through a centralized consulting team and integrates algorithmic tools alongside advisor oversight.

Amanda Cruz is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked in real estate and flooring businesses, as well as in education roles within local school districts. 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, supported by a nationwide network of more than 23,000 financial advisors.

Cody Fenoglio is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. He is based in Temple, TX, and holds the Series 66 designation. Outside of his advisory role, he is the owner of a rental business in the Temple area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including tax-efficient services and a fiduciary standard.

John Holmes Jr. is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Raymond James, he worked with Trinity Wealth Securities, Florida Financial Advisors, and Texas Financial Advisors. He has also been involved in entrepreneurial activities, including operating Holmes Contracting and Sunset Boat Rentals. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

David Mitchell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at Bankers Life and its affiliates. He serves as a board member for the Kiwanis Club, where he helps plan activities and services for youth in his community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Arthur Mcburnett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, he worked at the US Census Bureau and in real estate with Mike Marshall & Associates. Outside of financial advising, he owns Energy 1 Texas, a commercial and residential electricity consulting business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Stephen Ash is a financial advisor at Primerica Advisors with 6 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. since 2020. Outside of his advisory role, he is a part-time consultant for Arbonne International, a nutrition and health products company. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing.

Deanna Willson is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is employed as a registered sales assistant at Holmes Wealth Management and serves as an agent at Oak Crest Advisors. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public finance through its unique municipal advisor affiliation.

Darrell Glaser is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2022 and Cambridge Investment Research, Inc. since 2015. Outside of his advisory work, Glaser manages a cattle ranch and serves on the boards of a church and an agricultural marketing group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment platforms and strategies tailored to client objectives.

Trevor Glaser is a financial advisor at Cambridge Investment Research Advisors with Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Ashley and Company and has a background that includes time at Texas A&M. Outside of his advisory work, he is involved in agribusiness through Bar G Ranch in Rogers, Texas. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, by offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.