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.

Shawna Bradfute is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked with 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 programs, managed solutions, and affiliated investment products through a large nationwide 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 Lynch Wealth Management. He provides financial planning and advisory services to clients within the firm's wealth management sector. Stephen holds a Bachelor's Degree from the University of Arkansas and a Master's Degree from Baylor University. His educational background supports his role in delivering financial advice. Further information about his experience, areas of expertise, or personal interests is not provided.

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 Series 66-licensed financial advisor with Edward Jones in Woodway, TX, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Novo Nordisk, Inc. for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 for Green & Wolfe Portfolio Management Group, LLC for nine years. Green is also the CEO of Craven E Green Portfolio Management, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing analytical tools and tailored non-discretionary planning. The firm supports a broad client base and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.