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Colton A

Series 66

Harker Heights, TX

Edward Jones

Colton Anderson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for eleven years at Moore Supply Company. 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 large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Military & Veterans
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Kevin T

CFP®, Series 63, Series 65

Harker Heights, TX

Equitable Advisors

Kevin Thomas is a CFP®-designated financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2019. His prior experience includes roles at Axa Advisors and Primerica Financial Services. He serves as Public Image Board Member Committee Lead for the Killeen Heights Rotary Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party program sponsors, offering diversified investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Alyssa G

Series 66

Belton, TX

Edward Jones

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.

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

CFP®, ChFC®, Series 63

Belton, TX

Edward Jones

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.

Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management Founder/Business Owner
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Jaime M

Series 63, Series 66

Harker Heights, TX

Edward Jones

Jaime Madrid is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Dustin Z

Series 63, Series 66

Belton, TX

Edward Jones

Dustin Zanders is a financial advisor with Edward Jones in Belton, TX, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a compensated member of the Bartlett City Council and donates his compensation to the city. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, including tax-efficient services, under a fiduciary standard.

Business ownership considerations Business succession planning Wealth management General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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