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Cadry G

Series 66, Series 63

Midland, TX

LPL Financial

Cadry Gibbs is an investment adviser representative with LPL Financial, holding Series 66 and Series 63 credentials. Gibbs has been associated with LPL Financial since 2025 and has prior experience at Shell Trading U.S. Company and Plains All American Pipeline. 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 wide range of financial planning and investment management services, utilizing various advisory platforms and technologies to support its network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sandra J

Series 66

Midland, TX

LPL Enterprise

Sandra Javelly is a financial advisor at LPL Enterprise LLC with three years of industry experience. She holds a Series 66 designation and has held prior roles at PNC Investments LLC, Bank of America, Merrill, and RBC Capital Markets, among others. Outside of finance, she previously operated a coffeeshop called Taste @ 508 Coffeeshop for seven years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Davis B

Series 66

Midland, TX

Morgan Stanley

Davis Baker is a financial advisor at Morgan Stanley in Midland, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held various roles at companies including ProPetro Services and Texas A&M University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm utilizes structured planning tools and insights from its Global Investment Committee to support client financial plans while acting primarily in an advisory capacity.

General estate planning guidance
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Cheryl W

Series 63, Series 66

Midland, TX

Edward Jones

Cheryl Werner is a financial advisor with Edward Jones in Midland, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Edward Jones and its predecessor since 1993. Outside of her advisory role, she owns and operates a ranching business. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Brett R

Series 63, Series 65

Midland, TX

UBS Financial Services

Brett Riley is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2022. Outside of his advisory role, he is a board member of PRO2G Mission Inc., a nonprofit focused on supporting global Christian ministries and refugee aid, and is the owner of Benaiah Holdings LLC, which manages his oil and gas production and mineral interests. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Norma W

CFP®, Series 63, Series 65

Midland, TX

RBC Capital Markets

Norma Whitsitt is a CFP® professional with over 31 years of industry experience, currently serving at RBC Capital Markets in Midland, TX. She has been with RBC Capital Markets since 2016 and previously worked at City National Bank. Outside of her advisory role, she assists in managing the finances and budgeting for a family-owned trucking business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside integrated financial services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Tommy D

Series 66

Midland, TX

Raymond James Financial

Tommy Darland Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Edward Jones and in various business ventures prior to entering financial services. He is also the owner of TAMALAND VENTURES LLC, an investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joseph M

Series 63, Series 65

Midland, TX

UBS Financial Services

Joseph Michel is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner in Prejos Partners, an oil and gas investment partnership, and owns a boat storage business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including market-making, underwriting, and affiliated banking programs.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Preston M

Series 66

Midland, TX

UBS Financial Services

Preston Michel is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Community National Bank, Texas Tech University, and Midland Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Cindy H

Series 63, Series 66

Midland, TX

Wells Fargo Advisors

Cindy High is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 registrations and 21 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Ameriprise and Investment Professionals, Inc. She is also the owner of Platinum on Wall Street LLC, an investment-related business based in Midland, Texas. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored planning across a broad range of areas including retirement, education, and business-owner transition planning. The firm integrates advisory services with other financial products and referral channels to serve clients who meet a net-worth threshold.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Elaine Rogers E

Series 66

Midland, TX

Wells Fargo Advisors

Elaine Rogers Elliott is a financial advisor at Wells Fargo Advisors in Midland, TX, holding a Series 66 credential with 25 years of industry experience. She has been with Wells Fargo Advisors since 2015. Elliott serves as a board member of the Paisano Foundation, where she participates in reviewing finances and investments and supports the foundation’s capital campaign. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with advisory and brokerage implementation options available to clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John L

Series 63, Series 65

Midland, TX

LPL Financial

John Love III is a financial advisor with LPL Financial in Midland, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His background includes roles at Avantax Advisory Services and ownership of several private businesses, including commercial contracting and oil ventures. Outside of finance, he has been involved in direct sales and recently became a candidate for the U.S. Senate in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diversified advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jimmy M

Series 63, Series 65

Midland, TX

UBS Financial Services

Jimmy Mcneil is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of his advisory role, he is involved in oil and gas ventures through several partnerships and ownership interests focused on exploration, production, and royalty management. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products and proprietary research to tailor investment solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Kimberly J

CFP®, Series 63, Series 66

Midland, TX

Edward Jones

Kimberly Johnson is a financial advisor with Edward Jones in Midland, TX, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 17 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Scott B

Series 66

Midland, TX

Wells Fargo Advisors

Scott Betton is a financial advisor with Wells Fargo Advisors in Midland, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2015. Outside of his advisory role, Betton serves as president of the Midland Festival Ballet and participates on the finance committee for the Springboard Center. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing proprietary research and tools, serving clients who meet defined net-worth thresholds.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Alondra R

Series 66

Midland, TX

LPL Financial

Alondra Robles is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at Steward Partners, Merrill, JPMorgan Securities, Barclays Capital, and Lehman Brothers. She operates out of Midland, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides diverse advisory and brokerage services through a large network of representatives, offering customizable investment strategies and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sydney C

Series 66

Midland, TX

UBS Financial Services

Sydney Comstock is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2018, following four years at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Thomas M

Series 63, Series 65

Midland, TX

Mass Mutual Investors Services

Thomas Maples is a financial advisor with MassMutual Investors Services in Midland, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with MML Investors Services, Inc. since 1997 and with Massachusetts Mutual Life Insurance Company since 1996. Outside of his advisory role, he serves as a trustee for a family trust and provides business valuation and entity structure advisory services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Clayton O

Series 66

Midland, TX

LPL Financial

Clayton Ortloff is a financial advisor with LPL Financial, holding a Series 66 license and 19 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a business owner of BIRD DOG LLC and COHBJ LLC in Texas. 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, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas H

CFP®, Series 63, Series 65

Midland, TX

Edward Jones

Thomas Hill is a CFP® professional with 29 years of industry experience. He has been with Edward Jones since 2001, serving clients from Midland, TX. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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