William Curtiss is a financial advisor with J. W. Cole Advisors, Inc. in Waco, TX, holding a Series 65 designation and 15 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and has operated Curtiss Wealth Management since 2016. In addition to his advisory roles, Curtiss serves as president of Curtiss Insurance Agency, a separate insurance services business he has managed since 2000. J.W. Cole Advisors is a large enterprise firm with over 480 advisors that offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for clients ranging from individuals to institutions. The firm employs a range of investment strategies and supports both discretionary and non-discretionary account management.

Kimberly Sartor is a Series 66-licensed financial advisor at Kestra Advisory with six years of industry experience. Her work history includes roles at Raymond James Financial Services and Extraco Banks prior to her current position. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and investment advice, supporting complex products within a supervisory framework.

Gregory Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked previously at Lion Street Financial, Ohio National Insurance Company, and THE O.N. Equity Sales Company. Johnson participates in the Estate Planning Team, a membership organization that collaborates with legal and tax professionals to provide capital gains tax deferral strategies, including the Deferred Sales Trust. Integrity Alliance is an enterprise firm with over 300 advisors managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party managers via multiple platforms.

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.

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 at Lincoln Investment with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment since 2017, following an 11-year tenure at Legend Equities Corporation. Outside of his advisory role, he is involved in insurance sales and services through ownership and management positions in related businesses and serves as a board member for a nonprofit educational foundation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic portfolios and operates adaptive model strategies.

Ernest Stiba Jr. is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the Series 63 designation and has previously worked at Lion Street Advisors, Lion Street Financial, Stiba Financial Group, Inc., and WS Griffith Securities, Inc. He is an owner of Stiba Wealth Management LLC and participates as a referral source in an estate planning team that connects clients with legal and tax professionals for wealth preservation strategies. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering a range of portfolio management, financial planning, and brokerage services with multiple investment approaches.

Bradley Smith is a financial advisor with \u0026PARTNERS in Waco, TX, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Edward Jones. \u0026PARTNERS serves a diverse client base ranging from individuals to large institutions, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Rebecca Mcgee is a financial advisor at &PARTNERS with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. &PARTNERS serves a diverse range of clients including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and various advisory services using a combination of proprietary and third-party strategies supported by ongoing monitoring and account reviews.

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.

Joanna Rogers is a financial advisor at Morgan Stanley with 20 years of industry experience. She has previously worked at Bank of America and Merrill. Joanna holds a Series 66 designation and is based in Waco, TX. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its advisory process.

Jonathan Bomar is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Waco, TX. He previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co for over a decade. Bomar is also a partner of Spectrum Wealth Strategies, LLC. 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 financial planning, third-party asset management, and institutional platforms.

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 two years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Wells Fargo Institutional Retirement and Trust and Extraco Banks. She has also worked in academic settings at Texas Woman University and Tarleton State University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Donna Phelps is a financial advisor with Edward Jones in Waco, TX, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she has an interest in real estate investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an extensive network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nita Tucker is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the investment profession since 1997, initially starting as a Financial Advisor's assistant before becoming an advisor herself. Nita is responsible for the team's goals-based wealth management process, which includes asset allocation, investment management, and retirement income planning. Her expertise involves quantifying clients' risk tolerance, time horizon, objectives, liquidity needs, and goals. Nita has assisted clients since 1998 with their investments, emphasizing the importance of managing time, money, and priorities wisely. She holds a Bachelor's Degree from Baylor University and the Personal Investment Advisor (PIA) designation. Beyond her professional role, Nita actively participates in community service. She serves as a board member of the Christian Women's Job Corps and volunteers with organizations such as Cards for Kids, Compassion Ministries, St. Judes Research Hospital, and the Waco Humane Society. Her personal interests include fishing, gardening, painting, spending time with her family, and practicing yoga.

Jeffrey Pirkl is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Mass Mutual Investors Services, Northwestern Mutual Investment Management, Ameriprise Advisor Services, and A. G. Edwards & Sons. Outside of his advisory work, he is involved in non-investment businesses including ownership of N2 Publishing and serves as a referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors, supported by research-driven and technology-enhanced platforms.

Nora Andersen Sillerud is a financial advisor with Robert W. Baird & Co. in Waco, Texas, holding a Series 66 designation and over 21 years of industry experience. She has been with Baird since 2016. In addition to her advisory role, she serves as Treasurer and Board Member for Patrick Water Supply Corp. Baird’s DDK Group operates within the firm’s Private Wealth Management department, providing financial planning, portfolio management, and advisory services to individuals, corporate and business clients, pensions, and charitable organizations. The firm combines manager-traded and model-traded strategies with tax management and direct indexing, supported by internal research, including artificial intelligence tools.

Cynthia Mosley Guy serves as a Resident Director at Merrill, where she specializes in developing personalized wealth management strategies tailored to clients' unique financial circumstances. She collaborates closely with clients, their attorneys, and accountants to create comprehensive plans that include investment management, insurance considerations, and legacy planning. Her expertise encompasses family wealth management, services for endowments, foundations, non-profits, retirement planning, and investment strategies for individuals and corporations. Cynthia holds the designation of Personal Investment Advisor (PIA) and completed her high school education at Troy High School. Committed to community involvement, she volunteers with the Humane Society of Central Texas. Outside of her professional work, she enjoys reading, writing, traveling, and spending time with her family.