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.

Melinda Bulls is a financial advisor with Cambridge Investment Research Advisors in Temple, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advisory role, Melinda operates Bulls Financial Group and works as a photographer and an independent insurance agent. 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 advisory services through a network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies across multiple platform arrangements.

Donna Heatherley Martin is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James, Oak Crest Advisors, and operated her own firm, Donna Heatherley Martin Financial Services LLC, before rejoining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm is noted for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Blake Aldridge is a financial advisor with Raymond James Financial in Belton, TX. He holds the Series 66 designation and has recently begun his career in the financial industry. Prior to his current role, he was involved with Texas First Rentals and has an academic background from Texas A&M University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal and public finance advisory work.

Ashley Landt is a financial advisor with Thrivent Investment Management in Nolanville, TX, holding Series 63 and Series 65 licenses. Ashley has one year of industry experience, including prior roles at First Command advisory and brokerage firms, and four years of service in the U.S. Army. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written financial recommendations across various topics without managing client portfolios directly. The firm combines comprehensive planning with managed-account solutions under a consolidated billing option called WealthPlan.

Francesca Gervascio Franzen is a CFP® with 24 years of experience in the financial services industry. She has worked at Raymond James Financial Services Advisors, Inc. since 2018 and previously held positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Outside of her advisory role, she is an author of a book on financial literacy. 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 uses analytical tools to support client goals, with an uncommon affiliation to a municipal advisor and targeted advisory programs.

Joshua Dildine is a financial advisor at Edward Jones in Belton, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shannon Ramsdell is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. Prior to joining Fidelity, Shannon worked at Edward Jones and spent fourteen years at Park Place Manor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios through both discretionary and non-discretionary approaches.

Tarika Nath is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to her current roles, she has experience at the McCombs School of Business and the University of Texas at Austin. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Jeffrey Coffman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with various divisions of Raymond James since 2002. Outside of his advisory role, he serves as president of The Coffman Financial Group, LLC. 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, and institutional entities. The firm focuses on non-discretionary planning using risk profiling and analytical tools, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Melody Wallace is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following an 11-year tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alexander Fry is a financial advisor with Merrill, holding a Series 66 designation and based in Temple, TX. He has several years of diverse work experience, including a military background with eight years of service in the United States Army. Outside of his advisory role, he manages a music project as the sole owner, handling income related to merchandise sales and streaming. Merrill, together 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, and institutional investors.

Alyssa Gilmore is a Series 66 licensed financial advisor at Edward Jones in Belton, TX, with two years of industry experience. She previously worked for the Killeen Independent School District and owns a small event planning business specializing in balloon decorations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Scot Hrbacek is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He is based in Belton, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in Kiss My ASH, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kennedi Fettig is a financial advisor with Edward Jones in Temple, TX, holding a Series 66 designation and one year of industry experience. She is also the owner of West Adams Boutique, where she manages the boutique’s website and seasonal product selection. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Paul Stringfellow is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Belton, TX, where he has worked since 2000, totaling 26 years of industry experience. He serves as a board member of Central Texas Christian School in Temple, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a wide range of advisory solutions under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.