Mark Hall is a financial advisor with Eagle Strategies (NY Life) based in Woodway, Texas. He holds the ChFC® and Series 63 designations and has 24 years of industry experience. Prior to joining Eagle Strategies in 2021, he was associated with New York Life Insurance Company and Nylife Securities LLC since 2010, and he operated Hall Financial from 2003 to 2019. Hall is also licensed to sell property and casualty insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes fee-based advice and co-advisory relationships, with a significant portion of assets managed on a non-discretionary basis.

Andrew Green is a financial advisor with TIAA-CREF in Waco, TX, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has worked with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to various trusts, estates, partnerships, corporate entities, and small retirement plans. The firm employs a fiduciary standard for its RIA services and offers both model-based and customized portfolio management.

Liza Firmin is a CFP® professional with 12 years of experience in financial advising. She is currently with Kestra Advisory and previously worked at Wayne Christian Financial Services and Calderwood Financial Strategies, among others. Firmin serves on the board of Bears for Leadership Reform and holds several nonprofit leadership roles, including chairing the Saint Paul’s Promise Fund and serving on the St. Paul’s Episcopal Day School Development Committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a variety of management platforms for complex investment solutions.

Denis Comer is a financial advisor at Empower Advisory Group in Waco, TX. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Empower, he was self-employed for three years and worked at HEB Grocery for 18 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

William Curtiss is a financial advisor with J.W. Cole Advisors, Inc. in Waco, TX, holding a Series 65 credential and 15 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and also leads Curtiss Wealth Management, which he founded in 2016. Outside of investment advising, he is president of Curtiss Insurance Agency, an insurance services business he has operated since 2000. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, third-party manager access, and various managed account solutions utilizing both discretionary and non-discretionary investment approaches.

Robert Hartland II is a financial advisor at &PARTNERS with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, he coaches children through Warrior Way and is an author of inspirational sports-related quotes aimed at teaching courage to youth. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, offering a range of portfolio management solutions that incorporate fundamental, technical, and quantitative analysis.

Denise Graves is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. Outside of her advisory work, she is involved in several entrepreneurial ventures, including Graves Farms and Dirt Roads & Lace. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account that uses algorithm-driven model strategies with mutual funds and ETFs, primarily serving employees with a defined risk assessment process.

Christina Robb is a financial advisor at Lincoln Investment with 10 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Wealth Management, Cetera Advisors, and Lovett & Associates. Outside of her advisory work, she is also a notary public. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning services and manages both in-house and third-party investment strategies using a combination of strategic and tactical approaches.

Keith Ferguson is a financial advisor at Beacon Pointe Advisors, LLC with 47 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services, Inc. and Benchmark Private Wealth Management, LLC. Since 2022, he has also been involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

John Barham is a financial advisor with Lincoln Investment in Waco, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He worked previously at Legend Equities Corporation for 11 years before joining Lincoln Investment in 2017. Outside of his advisory role, he serves as president of Brady Barham, Inc., a payroll S corporation, and is involved in insurance sales and service through his roles with Combined Benefits Group, Inc. and BIS Burba Insurance Services. He also serves on the board of the ENMU Ruidoso Education Foundation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Bradley Smith is a financial advisor at &PARTNERS in Waco, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and Edward Jones for one year. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm operates as both a registered investment advisor and a broker-dealer, offering a range of investment advisory, brokerage, financial planning, and retirement plan consulting services.

Rebecca Mcgee is a financial advisor at &PARTNERS in Waco, TX, with 20 years of industry experience. She holds a Series 66 designation. Prior to joining &PARTNERS in 2026, she worked for Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2026. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, employing a mix of proprietary models and third-party solutions across fundamental, technical, and quantitative investment strategies.

Miller Cunningham is a financial advisor at Morgan Stanley in Waco, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Innovation Partners LLC, Lemnis Capital Group, and the Traditions Club, as well as positions outside finance including work at Messina Hof Estate Winery, Texas A&M University, Southern Roots Brewery, and local schools. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Michael Robinson Jr. is a financial advisor with Edward Jones in Waco, TX. He holds the Series 66 designation and has five years of industry experience, including 14 years at CIT Bank, N.A. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Stacy Brooks is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She previously worked at Edward Jones for 14 years before joining Raymond James in 2017. Brooks is the owner of BWACO Group LLC and BWACO Insurance Group LLC, though these businesses are currently inactive. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, using firm research and modeling tools to develop tailored recommendations while leaving final decision authority with clients.

Joanna Rogers is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad retail and institutional investment options.

Jonathan Bomar is a financial advisor with LPL Financial in Waco, TX, holding the CFP® designation and Series 66 license. He has 10 years of industry experience, including prior roles at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Bomar is also a partner in Spectrum Wealth Strategies, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Elgin Lastrape is a financial advisor with Cetera holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Edward Jones and Next Financial Group, with ongoing involvement in his own firm, EJL Financial Group. Outside of advising, he serves as an elder at New Road Church of Christ and is an audit committee member for the Waco Foundation. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, managing over $256 billion in assets.

Chassidy Wynne is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Wynne held roles at Texas Woman University, Tarleton State University, Extraco Banks, and Wells Fargo Institutional Retirement and Trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Phillip Weaver is a CFP® with 20 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2014. He serves as a school board member for Waco Montessori School, participating in governance decisions. Stifel serves a broad range of clients, including individuals and institutional clients, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.