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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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Elizabeth L

Series 66, Series 63

Odessa, TX

Merrill

Elizabeth Ledezma is a financial advisor with Merrill in Odessa, TX, holding Series 66 and Series 63 licenses and has two years of industry experience. Her prior roles include positions at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, Frost Bank, and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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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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Ezekiel D

Series 66

Odessa, TX

Raymond James Financial

Ezekiel Donner is a financial advisor with Raymond James Financial, holding a Series 66 credential and two years of industry experience. Prior to his current role, he worked at Chiaro Coffee Co. and has a background that includes several other positions in diverse fields. He is also associated with Community Wealth Advisors, a non-investment-related support company based in Odessa, TX. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting.

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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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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Marissa S

CFP®, Series 66

Odessa, TX

Edward Jones

Marissa Salgado is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at JCPenney Corporation for five years. She is a board member of Ben Milam International Academy in Midland, TX. 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 investment strategies and affiliated financial services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies Wealth management General retirement planning Founder/Business Owner Oil & Gas
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Davis B

Series 66

Midland, TX

Morgan Stanley

Davis Baker is a financial advisor at Morgan Stanley in Midland, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held various roles at companies including ProPetro Services and Texas A&M University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm utilizes structured planning tools and insights from its Global Investment Committee to support client financial plans while acting primarily in an advisory capacity.

General estate planning guidance
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Cheryl W

Series 63, Series 66

Midland, TX

Edward Jones

Cheryl Werner is a financial advisor with Edward Jones in Midland, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Edward Jones and its predecessor since 1993. Outside of her advisory role, she owns and operates a ranching business. 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.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Brett R

Series 63, Series 65

Midland, TX

UBS Financial Services

Brett Riley is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2022. Outside of his advisory role, he is a board member of PRO2G Mission Inc., a nonprofit focused on supporting global Christian ministries and refugee aid, and is the owner of Benaiah Holdings LLC, which manages his oil and gas production and mineral interests. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Caleb G

CFP®, ChFC®, Series 66

Odessa, TX

Edward Jones

Caleb Gold is a CFP®, ChFC®, and Series 66 credentialed advisor with four years of industry experience. He is currently with Edward Jones in Odessa, TX, and has prior experience at Morgan Stanley and Morgan Stanley Private Bank. Before his financial services career, he worked at BMW of Lubbock for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business succession planning General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Founder/Business Owner Doctor or Medical Professional Entertainment Industry Values-based investing Christian Faith Based
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Christopher H

Series 66

Odessa, TX

Cetera

Christopher Hoak is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and 1st Global Advisors, as well as operating a CPA firm, Hoak & Thorp, CPAs, PC, where he continues to serve as an accountant. Outside of his advisory work, he is involved in community organizations, including serving as treasurer for the Escondido Draw Recreation Area and the Permian Basin Motorcycle Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of advisory services including portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tommy D

Series 66

Midland, TX

Raymond James Financial

Tommy Darland Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Edward Jones and in various business ventures prior to entering financial services. He is also the owner of TAMALAND VENTURES LLC, an investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

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

Series 63, Series 65

Midland, TX

UBS Financial Services

Joseph Michel is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner in Prejos Partners, an oil and gas investment partnership, and owns a boat storage business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including market-making, underwriting, and affiliated banking programs.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Preston M

Series 66

Midland, TX

UBS Financial Services

Preston Michel is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Community National Bank, Texas Tech University, and Midland Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Cindy H

Series 63, Series 66

Midland, TX

Wells Fargo Advisors

Cindy High is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 registrations and 21 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Ameriprise and Investment Professionals, Inc. She is also the owner of Platinum on Wall Street LLC, an investment-related business based in Midland, Texas. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored planning across a broad range of areas including retirement, education, and business-owner transition planning. The firm integrates advisory services with other financial products and referral channels to serve clients who meet a net-worth threshold.

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

Series 63, Series 65

Midland, TX

UBS Financial Services

Jimmy Mcneil is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of his advisory role, he is involved in oil and gas ventures through several partnerships and ownership interests focused on exploration, production, and royalty management. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products and proprietary research to tailor investment solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Gary D

Series 66

Odessa, TX

Mass Mutual Investors Services

Gary Dutchover is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and has also worked in insurance sales through Bluecrest Financial Alliances since 2020. Prior to his financial services career, Dutchover was involved with the Odessa Country Club and held various other positions. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis to develop collaborative annual financial plans and offers additional planning programs, including divorce and estate-settlement 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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