Angela Truelove is a Series 66 licensed financial advisor with 15 years of industry experience. She is currently affiliated with Merrill and Bank of America, NA, having worked at Merrill Lynch since 2006 and at Bank of America since 2017. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Nick Shepherd is a financial advisor with Charles Schwab in Abilene, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab since 2013. Outside of advisory work, he owns Shepherd Operations, a financial services business, and is involved in product development and inventory management with Everyday Armor LLC as well as raising and selling beef cattle through Shepherd Cattle Co., LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management options using multi-asset model portfolios and maintains an integrated structure with centralized custody and order-routing services.

Elliott Gilbert is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at Western Valuation and Consulting. Outside of his advisory role, he serves on the Golf Committee for Abilene YoungLife, assisting with planning and fundraising for their annual tournament. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.

James Fellhauer is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following six years at Bank of America. Outside of his advisory role, he serves as secretary for White River Youth Camp, a youth church camp in Spur, Texas. Stifel serves a broad range of individual and institutional clients and provides brokerage and investment advisory services, including fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Amy Hall is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2022. She has three years of industry experience and previously worked with Region 14 ESC and Tumbling Tots, LLC. Outside of her advisory role, she serves as a board member and treasurer for the Big Country Women's Healthcare Fund in Abilene, TX. Amy is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a mix of in-house and third-party managers, with options ranging from traditional to more complex investment strategies.

Julia Copeland is a financial advisor with Charles Schwab in Abilene, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to Schwab, she worked at Citizens Bank and has provided marketing consulting services through MDF Design and Consulting, LLC, which supports a nonprofit law firm focused on low-income housing projects. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of investment options.

John Wright is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley in various roles. Outside of his advisory work, he co-owns a production company that supports his daughter's performing arts career. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm uses proprietary investment analysis and probabilistic modeling to support client decisions, providing a range of financial planning and advisory solutions.

Jason Weltzin is a financial advisor at Edward Jones in Abilene, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he owns and manages a rental property business. 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 solutions supported by a large nationwide network of financial advisors.

Matthew Miller is a financial advisor at Edward Jones in Abilene, TX, holding a Series 66 designation with 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and proprietary money market funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Mark Miller is a financial advisor with Edward Jones in Abilene, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a diverse range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices and its range of affiliated capabilities beyond traditional advisory services.

Dale Johnson Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member of the Abilene Philharmonic Association and is president and part-owner of Abilene Archives & Security. Stifel serves a broad range of clients, including individuals and institutional investors, and offers brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Malissa Elliott is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1984, including a concurrent tenure at Bank of America since 2015. Outside of her advisory role, she owns a rental property in Abilene, Texas. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Rode Owen is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was self-employed in bookkeeping for nine years and concurrently worked at Hardin-Simmons University during the same period. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Hays Sipe is a financial advisor with Raymond James Financial in Abilene, TX. He holds a Series 66 designation and has recently begun his career in the industry, joining Raymond James in 2025 after prior experience in education. Outside of his advisory role, he is associated with a non-investment related business, Sipe Legacy Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Trenton Carothers is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to his advisory role, he is a mortgage loan originator and an insurance broker specializing in individual life, disability, property and casualty, long-term care insurance, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Russell Jennings is a CFP®-designated financial advisor with Edward Jones, based in Abilene, TX, and has 26 years of industry experience. He has been with Edward Jones since 1999 and also has a long-standing involvement with Premier Nut Co. 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 with a nationwide network of financial advisors and branch offices.

Mark Kappel is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2020. Prior to that, he spent five years with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member overseeing the foundation of the Abilene Philharmonic. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Wood is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Primerica Advisors since 2005 and previously worked at PSNS and IMF from 2019 to 2021. Outside of advisory services, Wood is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Clayton Tarpley is a financial advisor at Edward Jones in Abilene, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014 and also has a background with AdvoCare starting in 2012. Outside of his advisory role, he assists with operations at Tarpley Farms, a livestock business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Quentin White is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Next Financial Group Inc., SunAmerica Securities, Inc., and others. He is also involved with Cornerstone Financial Southwest, a DBA related to his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad range of advisory tools and a large network of advisors.