Trevor Gilbert is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Sonora Bank from 2018 to 2021 and Hibbett Sports from 2017 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Jason Fuchs is a financial advisor at Edward Jones in San Angelo, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in the energy sector at Kodiak Gas Services and USA Compression. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branches.

Richard Howard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. He has worked at Raymond James and First Financial Bank since 2016 and has served on local election boards and appraisal review boards in Tom Green County. Beyond his advisory work, he is involved in raising livestock and co-owns a home décor business focused on restoring and repurposing items. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using advanced risk profiling and modeling tools and supports clients through wrap-fee advisory programs and institutional consulting.

Connor Dierschke is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Hund, Krier, Wilkerson & Wright P.C. and held positions at Texas Tech University and Wall ISD. He is also co-owner of a family business, WD Family LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Maverick Gadberry is a financial advisor with Edward Jones in San Angelo, TX. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked in various roles including positions at Texas A&M University and retail companies. 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 nationwide network of advisors and branch offices.

Ruth Wilde is a financial advisor with UBS Financial Services in San Angelo, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 1993. Outside of her advisory role, she is the incoming president of the Kiwanis Club in San Angelo, focusing on fundraising efforts to benefit organizations supporting children. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including underwriting and capital markets operations.

Barry Jackson is a financial advisor with Edward Jones in San Angelo, TX, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in a family-owned laundry and dry cleaning business operated by his wife. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Samantha Mc Intyre is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Her prior work includes roles at Tactical Wealth Management, DoorDash, Inc., and Michael A. Baird, Attorney at Law. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to third-party money managers and multiple program structures.

Colleen Sullivan is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at First Financial Bank N.A. since 1998 and has been affiliated with Raymond James Financial Services Advisors, Inc. for the past 10 years. Sullivan also serves as an associate/employee supporting brokerage services at First Financial Investment 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning based on detailed risk profiling and analytical modeling and supports its clients through various advisory programs and specialized services.

Ferd Hoefs is a financial advisor with Raymond James Financial in San Angelo, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and at Raymond James Financial since 2009. Outside of advising, Hoefs manages family minerals leasing and royalty disbursements through his ownership of T-6 Inc. and facilitates pipeline and water management on a family ranch as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and supports municipal finance and SIMPLE IRA advisory programs uncommon among large institutional advisors.

Wayne Knight is a financial advisor with Raymond James Financial Services Advisors, Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at UBS Financial Services and Edward Jones. Outside of advising, he is CEO of Dark Knight Industries and Sentinel Wealth Group, where he oversees operations and management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory and SIMPLE IRA employer consulting.

Sarah Lance is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her advisory role, she was involved with San Angelo Friends of the Environment and worked at Target for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jack Wilkinson is a financial advisor with LPL Financial in San Angelo, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at First Legacy Wealth Management, City National Bank of Colorado City, and held various positions including roles in education and at the Texas Energy Museum. 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 broad range of advisory and brokerage services, utilizing various investment strategies and operational tools across a large network of advisors.

Travis Taylor is a CFP® and ChFC® who has worked with Edward Jones since 2018, bringing seven years of industry experience. Prior to joining Edward Jones, he spent ten years at Angelo State University. Outside of his advisory role, he owns a single-family rental property in San Angelo, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Bailey Smith is a financial advisor with Raymond James Financial in San Angelo, TX, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Raymond James, Smith worked at First Financial Bank for seven years and has also held roles at Discount Tire Company and HEB Foundation Camp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses advanced analytical tools to support client goals, while offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Cecil is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. He has also been associated with Investment Centers Of America, Inc. since 1999. Outside of his advisory roles, Cecil is a trustee on the board of Shannon Health System, overseeing trust and hospital activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

Dustin Newton is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has been associated with Raymond James Financial Services Advisors Inc. and related entities since 2017. Newton serves as a director on the Information Technology Committee for The Bank & Trust, s.s.b., where he contributes to strategic oversight of IT infrastructure and audits. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

William Mcdonald is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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, utilizing research from Wells Fargo Investment Institute alongside third-party data.

Cody Clements is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ener-Tel Services and was involved with Eco-Drip Irrigation. Outside of advising, he owns and operates an equine breeding and sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers integrated services such as affiliated mutual funds, tax-efficient strategies, and securities-based lending.

Gary Reed is a financial advisor with LPL Financial in San Angelo, TX, holding the Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been affiliated with LPL Financial since 2021 and has a background including roles at Avantax Insurance Agency and Reed, McKee & Co., PC. Outside of his advisory work, he owns a gun business and is involved in cattle ranching. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research and operational tools while overseeing substantial discretionary assets across a large network of representatives.