Wesley Rolan is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019, following roles at James Hardie Building Products and Maersk Drilling USA. Rolan serves as Vice President of the Falls County Emergency Services District 1, where he is responsible for arranging emergency medical services in Falls County, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Shelly Hall is a financial advisor at Stifel with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked previously at UBS Financial Services. Outside of her advisory role, she serves as Chairman of the Board and President of Fuzzy Friends Rescue, an animal rescue and adoption organization in Waco, Texas. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

William Dietz Jr. is a financial advisor with Raymond James Financial in Waco, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2009 and currently serves as a director on the board of Fidelity Bank of Texas. He is also a trustee of the McLennan County Republican Party Endowment. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and modeling tools, and it maintains a unique affiliation with a municipal advisor to support public finance work.

Joshua Satterfield is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, totaling 22 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in commercial real estate through ownership and executive positions in family-held property management entities in Texas. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,700 advisors and 15,000 branch offices.

Stephen Holze is a financial advisor with LPL Financial in Waco, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at LPL Financial since 2006 and previously at PRUCO Securities, LLC from 2003 to 2006. Outside of his advisory role, he is co-owner of a commercial real estate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including comprehensive financial planning and access to various investment strategies and institutional platforms.

Randy Sage is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many other large institutional advisers.

Bryan Bronstad is a financial advisor at Edward Jones in Waco, Texas, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Clifton ISD from 2002 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randall Pilcher II is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at First Security State Bank, Citizens State Bank, and the City of Stephenville. He is involved with the First Baptist Church in Clifton, TX, performing light building maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Jeffrey Nunes is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including Waddell & Reed, Inc. and Jimmy Lee prior to joining LPL Financial in 2020. 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 a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Sheryl Carroll is a financial advisor with Wells Fargo Clearing in Waco, TX, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Charles Carroll is a Series 66-registered financial advisor with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Rollins is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.

John Maddux is a ChFC® credentialed financial advisor with Edward Jones, where he has worked for 28 years. He has 40 years of industry experience. Outside of his advisory role, he owns and maintains a commercial rental property in Hewitt, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of over 23,000 advisors. The firm offers a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Justin Kegley is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at BBVA Securities Inc. and Independent Bank DBA Independent Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Brad Hill is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside his advisory role, he serves as a board member of the 1st University Credit Union in Waco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 advisors nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Stephen Myatt is a financial advisor at Stifel in Waco, TX, holding a Series 66 designation with two years of experience at the firm. Prior to joining Stifel, he was involved in Myatt Fuels, LLC for eleven years. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Melvin Gardner is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Richard Abbe is a financial advisor with LPL Financial in Waco, Texas, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include positions at Woodbury Financial Services and PRUCO Securities, LLC. He has maintained his own DBA, Abbe Financial Services, since 2005. Abbe is also active as an agent selling universal life, guaranteed universal life, long-term care, and disability insurance. 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 a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Clifton Bennett is a financial advisor with Wells Fargo Clearing in Waco, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products than many institutional advisors, including insurance-related vehicles and bank deposit sweep options.

Timothy Griesse is a financial advisor at Thrivent Investment Management with 44 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.