Jennifer Adams is a financial advisor with Edward Jones in Temple, TX, holding the ChFC® and Series 66 designations and with 10 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is a partner in a real estate LLC based in Belton, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard through a nationwide network of advisors and branch offices.

Kenny Kelarek is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. His career includes roles at Edward Jones and Oak Crest Advisors. Outside of finance, he serves on the finance and investment committee for First Baptist Church in Salado and owns a local football officiating business. 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 advanced analytical tools and maintains specialized programs for municipal finance and employer retirement plans.

Mark Mcintyre is a financial advisor with Primerica Advisors in Temple, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Primerica Advisors since 2014 and has prior work history with Dell Technologies. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with portfolio implementation supported by BNY Mellon Advisors and custody services through Pershing and Primerica Brokerage Services.

Ryan Ransom is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and previously worked at Edward Jones for seven years. In addition to his role at Raymond James, he manages his own firm, Ransom Financial Services LLC, where he provides financial planning, investment management, and related services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs risk profiling and modeling tools to tailor recommendations and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Neil Poehlmann is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years with Don Ringler Auto Group. Outside of his advisory role, he serves as Purser for the Knights of Columbus Assembly in Belton, Texas, managing the assembly’s financial records and bill payments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest retail advisor networks in the industry.

Eric Phelps is a financial advisor with LPL Financial in Killeen, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Cadence Bank, Ameriprise Financial Services, Infinex Investments, Investment Professionals, and National Bank. Outside of his advisory work, he serves as a soccer official for the Fort Hood Soccer Referee Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Kyle Loftin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of his advisory work, he is involved in selling home security and automation products as well as participating in a non-investment related craftsman home project in Belton, Texas. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

Blake Aldridge is a financial advisor with Raymond James Financial in Belton, TX. He holds the Series 66 designation and has recently begun his career in the financial industry. Prior to his current role, he was involved with Texas First Rentals and has an academic background from Texas A&M University. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal and public finance advisory work.

Ashley Landt is a financial advisor with Thrivent Investment Management in Nolanville, TX, holding Series 63 and Series 65 licenses. Ashley has one year of industry experience, including prior roles at First Command advisory and brokerage firms, and four years of service in the U.S. Army. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written financial recommendations across various topics without managing client portfolios directly. The firm combines comprehensive planning with managed-account solutions under a consolidated billing option called WealthPlan.

Francesca Gervascio Franzen is a CFP® with 24 years of experience in the financial services industry. She has worked at Raymond James Financial Services Advisors, Inc. since 2018 and previously held positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Outside of her advisory role, she is an author of a book on financial literacy. 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 uses analytical tools to support client goals, with an uncommon affiliation to a municipal advisor and targeted advisory programs.

Joshua Dildine is a financial advisor at Edward Jones in Belton, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 under management and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Alexander Fry is a financial advisor with Merrill, holding a Series 66 designation and based in Temple, TX. He has several years of diverse work experience, including a military background with eight years of service in the United States Army. Outside of his advisory role, he manages a music project as the sole owner, handling income related to merchandise sales and streaming. Merrill, together 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, and institutional investors.

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.

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.

Scot Hrbacek is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He is based in Belton, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in Kiss My ASH, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kennedi Fettig is a financial advisor with Edward Jones in Temple, TX, holding a Series 66 designation and one year of industry experience. She is also the owner of West Adams Boutique, where she manages the boutique’s website and seasonal product selection. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

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.

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.

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.