Michael Robinson Jr. is a financial advisor with Edward Jones in Waco, TX. He holds the Series 66 designation and has five years of industry experience, including 14 years at CIT Bank, N.A. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Stacy Brooks is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Raymond James in 2017, Brooks worked at Edward Jones for 14 years. Brooks is also the owner of BWACO Group LLC and BWACO Insurance Group LLC, though these entities currently have no active operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs supported by a large network of advisors.

Elgin Lastrape is a financial advisor with Cetera holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Edward Jones and Next Financial Group, with ongoing involvement in his own firm, EJL Financial Group. Outside of advising, he serves as an elder at New Road Church of Christ and is an audit committee member for the Waco Foundation. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, managing over $256 billion in assets.

Chassidy Wynne is a financial advisor at Merrill with two years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Wells Fargo Institutional Retirement and Trust and Extraco Banks. She has also worked in academic settings at Texas Woman University and Tarleton State University. 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 and profit-sharing plans, corporations, and charitable organizations.

Phillip Weaver is a CFP® with 20 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2014. He serves as a school board member for Waco Montessori School, participating in governance decisions. Stifel serves a broad range of clients, including individuals and institutional clients, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Donna Phelps is a financial advisor with Edward Jones in Waco, TX, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she has an interest in real estate investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an extensive network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nita Tucker is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the investment profession since 1997, initially starting as a Financial Advisor's assistant before becoming an advisor herself. Nita is responsible for the team's goals-based wealth management process, which includes asset allocation, investment management, and retirement income planning. Her expertise involves quantifying clients' risk tolerance, time horizon, objectives, liquidity needs, and goals. Nita has assisted clients since 1998 with their investments, emphasizing the importance of managing time, money, and priorities wisely. She holds a Bachelor's Degree from Baylor University and the Personal Investment Advisor (PIA) designation. Beyond her professional role, Nita actively participates in community service. She serves as a board member of the Christian Women's Job Corps and volunteers with organizations such as Cards for Kids, Compassion Ministries, St. Judes Research Hospital, and the Waco Humane Society. Her personal interests include fishing, gardening, painting, spending time with her family, and practicing yoga.

Jeffrey Pirkl is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Mass Mutual Investors Services, Northwestern Mutual Investment Management, Ameriprise Advisor Services, and A. G. Edwards & Sons. Outside of his advisory work, he is involved in non-investment businesses including ownership of N2 Publishing and serves as a referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors, supported by research-driven and technology-enhanced platforms.

Cynthia Mosley Guy serves as a Resident Director at Merrill, where she specializes in developing personalized wealth management strategies tailored to clients' unique financial circumstances. She collaborates closely with clients, their attorneys, and accountants to create comprehensive plans that include investment management, insurance considerations, and legacy planning. Her expertise encompasses family wealth management, services for endowments, foundations, non-profits, retirement planning, and investment strategies for individuals and corporations. Cynthia holds the designation of Personal Investment Advisor (PIA) and completed her high school education at Troy High School. Committed to community involvement, she volunteers with the Humane Society of Central Texas. Outside of her professional work, she enjoys reading, writing, traveling, and spending time with her family.

John Hennig is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at J.B. Hunt Transportation Services Inc. from 2020 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Albers is a financial advisor with Edward Jones in Waco, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay and tax-efficient services under a fiduciary standard.

Carter Harris is a Wealth Management Advisor with Merrill Lynch Wealth Management located in Waco, Texas. Since joining Merrill in 1988, he has focused on working with families and individuals to develop strategies designed to help their wealth achieve their aspirations. His approach centers on building relationships grounded in honesty, integrity, and respect for clients’ financial goals. Carter provides a comprehensive range of wealth management strategies and services to high-net-worth business owners and families. Utilizing Merrill Lynch's open-architecture asset management platform, he pursues both traditional and alternative investment strategies globally, aligning investment opportunities with clients’ goals, timeframes, and risk tolerances. His client focus areas include college education planning, personal retirement planning, portfolio management, and small business strategies, among others. He holds a Bachelor’s Degree from the Texas A&M University System and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Carter is engaged in community volunteer efforts and enjoys cooking, music, spending time with family, traveling, and watching movies.

Jerry Sims is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 47 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Stephen Arnold is a Financial Advisor with Merrill Lynch Wealth Management. He provides financial planning and advisory services to clients within the firm's wealth management sector. Stephen holds a Bachelor's Degree from the University of Arkansas and a Master's Degree from Baylor University. His educational background supports his role in delivering financial advice. Further information about his experience, areas of expertise, or personal interests is not provided.

Shown Carter is a Series 66-licensed financial advisor with Edward Jones in Woodway, TX, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Novo Nordisk, Inc. for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Craven Green is a financial advisor with Raymond James Financial in Waco, TX, holding a Series 63 designation and 47 years of industry experience. He previously worked for Green & Wolfe Portfolio Management Group, LLC for nine years. Green is also the CEO of Craven E Green Portfolio Management, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing analytical tools and tailored non-discretionary planning. The firm supports a broad client base and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ronald Freeman is a financial advisor at Edward Jones in Waco, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary solutions under a fiduciary standard.

Charles Virnau is a financial advisor at Edward Jones in Waco, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Baylor Scott & White Health for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and maintaining a large nationwide network of financial advisors and branch offices.

Angela Corley is a financial advisor with Wells Fargo Clearing in Waco, TX. She holds a Series 66 designation and has two years of industry experience. Prior to her current role, she worked as a homemaker and was employed at St. Louis Catholic School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shauna Bartula is a financial advisor with Raymond James Financial in Waco, TX, holding a Series 63 designation and 28 years of industry experience. She has served as a Vice President and financial advisor at Extraco Wealth and Trust since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients, employing analytical tools to tailor recommendations to client goals.