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.

Shawna Bradfute is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, she worked with the Brazos County Drug Court and operated the Law Office of Shawna B. Roscom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large national network of financial advisors and branch offices.

John Hennig is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at J.B. Hunt Transportation Services Inc. from 2020 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and 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.

Thomas Albers is a financial advisor with Edward Jones in Waco, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay and tax-efficient services under a fiduciary standard.

Carter Harris is a Wealth Management Advisor with Merrill Lynch Wealth Management located in Waco, Texas. Since joining Merrill in 1988, he has focused on working with families and individuals to develop strategies designed to help their wealth achieve their aspirations. His approach centers on building relationships grounded in honesty, integrity, and respect for clients’ financial goals. Carter provides a comprehensive range of wealth management strategies and services to high-net-worth business owners and families. Utilizing Merrill Lynch's open-architecture asset management platform, he pursues both traditional and alternative investment strategies globally, aligning investment opportunities with clients’ goals, timeframes, and risk tolerances. His client focus areas include college education planning, personal retirement planning, portfolio management, and small business strategies, among others. He holds a Bachelor’s Degree from the Texas A&M University System and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Carter is engaged in community volunteer efforts and enjoys cooking, music, spending time with family, traveling, and watching movies.

Jerry Sims is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 47 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 non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Stephen Arnold is a financial advisor with Merrill in Waco, TX. He holds a Series 66 designation and has been with Merrill and Bank of America since 2025. Outside of his advisory role, he is involved with BaylorVision, providing athletics broadcasting support focused on research and statistics. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

James Holley is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory role, he is a silent partner in investment-related ventures involving real estate and oil/energy rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers various retail and institutional investment solutions.

Shown Carter is a financial advisor at Edward Jones with four years of industry experience. He has worked at Edward Jones since 2021 and previously spent eleven years at Novo Nordisk, Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Craven Green is a financial advisor with Raymond James Financial in Waco, TX, holding a Series 63 designation and 47 years of industry experience. He previously worked at Green & Wolfe Portfolio Management Group, LLC for nine years and has been with Raymond James since 2009. Green is also the CEO of Craven E Green Portfolio Management, LLC, a support company he owns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

T Imothy Irwin is a Series 66-registered financial advisor with Morgan Stanley, based in Waco, TX, and has four years of industry experience. His work history includes roles at UBS Financial Services and Morgan Stanley Private Bank. Prior to his financial services career, he spent time in education at Baylor University and local high schools. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer financial planning agreements.

Joseph Calao is a financial advisor with Morgan Stanley in Waco, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Calao serves as the Austin Chapter President of the Exit Planning Institute, organizing monthly educational meetings. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering comprehensive financial planning and investment programs supported by firm-approved tools and methodologies.

Ronald Freeman is a financial advisor at Edward Jones in Waco, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary solutions under a fiduciary standard.

Cameron Barnes is a financial advisor at Edward Jones in Waco, TX, holding a Series 66 designation with less than one year of industry experience. Before joining Edward Jones in 2026, he worked at Fastenal Company for four years and held brief roles at Asset Living, Auntie Pasta, and Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Matthew Dollar is a CFP® with 24 years of industry experience, currently serving clients at Edward Jones since 2003. He holds Series 63 and Series 65 licenses and is based in Waco, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and fiduciary advisory services supported by a large nationwide network of advisors and branch offices.

Charles Virnau is a financial advisor at Edward Jones in Waco, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Baylor Scott & White Health for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and maintaining a large nationwide network of financial advisors and branch offices.

Angela Corley is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds the Series 66 designation and previously worked at St. Louis Catholic School before joining Wells Fargo Clearing in 2023. Angela is based in Waco, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Shauna Bartula is a financial advisor with Raymond James Financial in Waco, TX, holding a Series 63 designation and 27 years of industry experience. She has worked at Extraco Wealth and Trust, Extraco Banks, and Raymond James Financial Services since 2013. Bartula also serves as a Vice President and officer at Extraco Wealth and Trust. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored advice and a broad affiliate network.

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.