Tyler Nelson is a financial advisor at Edward Jones in Belton, TX, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, he worked at Forvis LLP for five years. 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 under management through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hugh Shine is a financial advisor with Wells Fargo Clearing in Temple, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, he serves as an adjunct professor teaching fundamentals of investing to senior-level finance students at the University of Mary Hardin Baylor. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Daryl Riegel is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Gunter is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. He is also the author of a book on financial literacy and owns a ranch where he raises beef cattle. Raymond James Financial Services Advisors 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 consulting using analytical tools and supports municipal and public-finance work through specialized affiliations.

Jack Cox is a financial advisor at Edward Jones in Temple, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 advisors.

Gary Knight is a financial advisor at Edward Jones in Belton, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2014. He is also affiliated with GWK Enterprises, LLC, a sales and consulting business, though he has no active participation in its operations. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment products, and fiduciary services through a large network of financial advisors and branch offices nationwide.

Stacy Wolbrueck is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and possessing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with 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 investment advice grounded in modern portfolio theory. The firm’s approach includes investment policy statement preparation, performance reporting, participant education, and incorporates a broader range of financial products than typical institutional advisers.

Johnathan Baker is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 credential and previously worked at Merrill and Bank of America, N.A. Prior to his financial services career, he served in the United States Marine Corps for 12 years. Outside of advising, he is involved in several business ventures, including owning a pet waste management service and a family livestock farm. J.P. Morgan Securities 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.

Thomas Allen is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avantax Insurance Agency, LLC and Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options.

Barbara Cardinal Sorge is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with 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 investment advisory options. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Reed is a financial advisor at Edward Jones in Killeen, TX, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and also serves in the United States Army, a role he has held since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Stephen Newton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He previously worked at Primerica Financial Services and Primerica Advisors for over two decades. Newton serves as a co-executor of an estate, which involves fiduciary responsibilities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Bryan Daniel is a financial advisor with Ameriprise in Temple, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Ameriprise in 2018, he worked at various Morgan Stanley entities from 2007 to 2018. Outside of his advisory role, he serves on multiple local boards including the Temple Firefighters' Relief and Retirement Fund, the Texas A&M Central Texas Foundation Board, and the University of Mary Hardin Baylor McLane School of Business Advisory Board, where he is chair. He is also an adjunct professor at the University of Mary Hardin-Baylor and co-owns a business supporting a public speaker and military commentator. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing comprehensive written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice in partnership with its financial advisors.

G Daniel is a financial advisor at Ameriprise with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and its affiliates for over a decade before joining Ameriprise in 2018. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and delivers automated yet customizable recommendations primarily for clients with assets in Ameriprise-managed accounts.

Jennifer Adams is a financial advisor with Edward Jones in Temple, TX, holding the ChFC® and Series 66 designations and with 10 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is a partner in a real estate LLC based in Belton, TX. 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 investment strategies and affiliated financial services, operating under a fiduciary standard through a nationwide network of advisors and branch offices.

Mark Mcintyre is a financial advisor with Primerica Advisors in Temple, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Primerica Advisors since 2014 and has prior work history with Dell Technologies. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with portfolio implementation supported by BNY Mellon Advisors and custody services through Pershing and Primerica Brokerage Services.

Jason Bledsoe is a financial advisor with Edward Jones in Temple, TX. He holds the Series 66 designation and has 19 years of prior experience at McLane Co. before joining Edward Jones in 2026. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Joshua Sadler is a financial advisor at Edward Jones in Temple, TX, holding a Series 66 designation. He has one year of experience in the financial industry, having previously worked in education with Killeen and Temple Independent School Districts. 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.

Mary Layne is a financial advisor with Edward Jones in Temple, Texas, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2009. Outside of advising, she is involved in a small handyman business in Temple and serves as an ambassador for a vitamins and probiotics company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors.

Neil Poehlmann is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years with Don Ringler Auto Group. Outside of his advisory role, he serves as Purser for the Knights of Columbus Assembly in Belton, Texas, managing the assembly’s financial records and bill payments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest retail advisor networks in the industry.