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Jennifer R

Series 66

Midland, TX

Wells Fargo Advisors

Jennifer Reed is a financial advisor at Wells Fargo Advisors in Midland, TX, with 21 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Reed holds a Series 66 designation and is involved in other business activities related to wealth management through partial ownership interests in Sonse Wealth Management LLC and Sonse Wealth Management LP. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and leverages proprietary research and tools to develop tailored client recommendations, with clients retaining discretion over implementation through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jason G

Series 66

Midland, TX

Raymond James Financial

Jason Gould is a financial advisor at Raymond James Financial Services Advisors, Inc. in Midland, TX, with 11 years of industry experience. He previously worked at Edward Jones for seven years and currently manages his own entities, Gould Family Financial and Gould Family Financial LLC, through which he performs financial advisory and related business operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting, employing analytical tools and risk profiling to support client objectives.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Edward C

Series 66

Midland, TX

Wells Fargo Clearing

Edward Cheek Jr. is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2017, previously spending eight years at Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Phuong H

Series 63, Series 65

Midland, TX

J.P. Morgan Securities

Phuong Hammer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She has worked at JP Morgan Chase Bank and Wells Fargo, holding various roles since 2016. J.P. Morgan Securities LLC 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.

Wealth management Executive Founder/Business Owner
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Katherine D

Series 66

Midland, TX

Edward Jones

Katherine Dick is a financial advisor at Edward Jones in Midland, TX, holding a Series 66 designation with one year of industry experience. Prior to Edward Jones, she worked at JP Morgan Chase and has a background that includes time at Texas A&M University and other varied roles. 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, supported by a nationwide network of more than 23,700 financial advisors and known for its extensive retail presence and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael D

CFP®, Series 66

Midland, TX

Edward Jones

Michael Deller is a CFP®-credentialed financial advisor with Edward Jones in Midland, TX, bringing 10 years of industry experience at the firm. He receives royalty income from Parsley Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices.

Liquidity event planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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David M

Series 66

Midland, TX

Edward Jones

David Marston is a financial advisor at Edward Jones in Midland, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Oxy Petroleum Corp. for seven 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Thurman J

Series 66

Midland, TX

Edward Jones

Thurman Johnson is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2007, with a brief tenure at J.P. Morgan Securities in 2013. Outside of his advisory role, he serves as a deacon and member of the finance committee at Macedonia Baptist Church in Midland, TX. 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 discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Military & Veterans
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Paul S

Series 63

Midland, TX

Mass Mutual Investors Services

Paul Scioli is a financial advisor with Mass Mutual Investors Services in Midland, Texas, holding a Series 63 designation and over 40 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1985. Outside of his advisory role, he is involved in several business activities including life, health, and employee benefits sales and consulting, as well as participation in a business consulting study group focused on succession planning for private and family businesses. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and offers a range of programs including educational seminars and specialized event-driven planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Abelardo G

Series 66

Midland, TX

Morgan Stanley

Abelardo Gonzalez is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of planning services incorporating firm-approved tools and methodologies.

General estate planning guidance
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Richey R

CFP®, Series 63

Midland, TX

Raymond James Financial

Richey Rogers is a CFP® professional with 31 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial and University Federal Credit Union among other firms. Rogers is involved with Van Pearcy's Wealth Services Team in a financial advisor and planner role. 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, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Donna L

Series 63, Series 65

Midland, TX

Raymond James Financial

Donna Luna Hernandez is a financial advisor with Raymond James Financial in Midland, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been associated with Raymond James Financial Services and its affiliated firms since 2012 and currently works at Foreman Financial, where she serves as a Client Service Associate. 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 employs analytical tools such as risk profiling and scenario modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jay E

ChFC®, Series 63

Midland, TX

Mass Mutual Investors Services

Jay Eagan is a financial advisor with Mass Mutual Investors Services in Midland, TX, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has been associated with Mass Mutual Life Insurance Company since 2003 and MML Investors Services, Inc. since 1982. Outside of his advisory role, Eagan is a partner at PFG Advisors and engaged in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as ongoing, collaborative relationships and provides a range of programs including wrap accounts and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Brian P

Series 63

Midland, TX

Mass Mutual Investors Services

Brian Pitaniello is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 34 years of industry experience. He has been with MML Investors Services, Inc. since 1991 and associated with Massachusetts Mutual Life Insurance Company since 1990. Outside of his advisory role, he serves as a non-voting board member for a family-owned packaging supplier and as a trustee at Lubbock Christian University, where he advises on university operations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using comprehensive analysis tools and provides a range of event-driven and educational services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Imari M

Series 66

Midland, TX

Edward Jones

Imari Miller is a Series 66–licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Firehouse Subs and Petco. Outside of finance, Miller has been involved in competitive cycling as a Junior Elite Cyclist since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory services and maintaining a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Caitlin C

Series 66

Midland, TX

Raymond James Financial

Caitlin Cubine is a Series 66-credentialed financial advisor with seven years of industry experience, currently affiliated with Raymond James Financial in Midland, TX. She has worked with Raymond James Financial Services since 2016. Cubine is involved in support roles at Scottye Ratliff Family Wealth Services Team, LLC and Van Pearcy Financial Services, LP, where she engages in various operational tasks. 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 investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work, with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Van P

Series 63

Midland, TX

Raymond James Financial

Van Pearcy is a financial advisor with Raymond James Financial in Midland, TX, holding a Series 63 designation and over 38 years of industry experience. He has been with Raymond James Financial and affiliated entities since 2001. Outside of advising, Pearcy is involved in agricultural enterprises as CEO of Pearcy Angus Ranch, a registered Black Angus cattle producer, and serves as President of PAR Cattle Management Co., which markets registered Angus beef. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized offerings in municipal finance and retirement plan advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kinsey H

Series 66

Midland, TX

Edward Jones

Kinsey Hill is a financial advisor at Edward Jones in Midland, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Kinsey worked at Frost Bank and Ranchland Hills, along with other roles including a position with the City of Midland. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin B

Series 66

Midland, TX

RBC Capital Markets

Kevin Blonkvist Jr. is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 credential and has previously worked at City National Bank. Outside of advising, he serves on the endowment committee for the First Presbyterian Church of Midland and holds board positions with Hillcrest School, Scholastic Network Partners, Midland Community Theatre, and the Midland Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management solutions using both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Hunter I

Series 66

Midland, TX

Raymond James Financial

Hunter Ingram is a financial advisor at Raymond James Financial with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Atlas Credit Partners and involvement with the Van Pearcy Wealth Services Team. He also has experience in education, having worked at Texas Tech University and Midland High School. 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 employs analytical tools such as risk profiling and probability modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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