Matthew Milhollon is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020, previously spending four years at Avantax Investment Services, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Sydney Hastings is a financial advisor with Edward Jones in Wichita Falls, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Hastings was self-employed for eight years and previously worked in the hair salon industry. 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 and a nationwide network of more than 23,700 financial advisors. 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.

Loren Jones is a financial advisor at Stifel with six years of industry experience and holds the Series 66 designation. He has worked at Stifel since 2024 and previously spent five years with Colonial Baptist Church and two years with Northern Hills Church. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Audra Perkins is a CFP® certificant with nine years of industry experience currently serving at Thrivent Investment Management. She has held positions at Thrivent Financial and previously worked with NR Smith and Associates, LPL Financial, and Financial Advocates Investment Management. Perkins is based in Wichita Falls, TX. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on topics such as retirement, tax, estate, and business continuation, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Diane Cheren is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Timothy Wade is a financial advisor at Stifel with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2010. He is based in Wichita Falls, TX. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and model allocations intended to support client decision-making.

Ronald Gunter Jr. is a financial advisor at Edward Jones in Wichita Falls, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an election judge running a county precinct voting site in Clay County, Texas. 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 solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Jeffrey Henderson is a financial advisor at Edward Jones in Wichita Falls, TX, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked at Farmers Financial Solutions from 2013 to 2017 before joining Edward Jones in 2017. 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, supports fiduciary services, and is notable for its extensive retail advisor and branch network.

Weston Hook is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Lithia Motors and Greentree Country Club. Outside of financial advising, he is a co-owner of Luxe HD LLC, a real estate business involved in property management and renovations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated capabilities through a nationwide network of advisors and branch offices.

Grady Schenk Jr. is a financial advisor with Edward Jones in Wichita Falls, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Nicholas Patterson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and eight years of industry experience. His background includes roles in education and construction, as well as involvement with FanAngel, LLC. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts supported by third-party managers and custodians.

Christopher Worley is a financial advisor with LPL Financial in Wichita Falls, Texas. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory career, he worked for the Texas Department of Public Safety for eleven years. He is also associated with Cornerstone Wealth Management Group, a DBA for his LPL business. 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 and model portfolio programs, supported by technology tools and a large network of over 22,800 advisors.

Samuel Pak is a financial advisor with Ameriprise in Wichita Falls, TX, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise and its related entities since 2001. Outside of his advisory work, Pak owns an entertainment publication called The Hub of NTX and serves on the boards of the Zavala Hispanic Cultural Initiative, Big Brothers Big Sisters of Wichita County, and Crime Stoppers. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bryan Hines is a financial advisor at Edward Jones in Wichita Falls, TX, with three years of industry experience. He holds a Series 66 designation and previously worked at American National Bank & Trust and Jameson's Flowers. Outside of advising, he is involved in raising livestock and provides operational advice for a family-owned florist business. 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 range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.