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Teresa F

Series 63, Series 66

Odessa, TX

Edward Jones

Teresa Floyd is a financial advisor with Edward Jones in Odessa, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Liquidity event planning Startup equity planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Austin B

Series 66

Odessa, TX

Raymond James Financial

Austin Burton Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and five years of industry experience. He has been with Raymond James since 2019 and has held advisory roles at affiliated entities during that time. Outside of his advisory work, Anderson is involved with two privately owned support companies, Anderson Wealth Management, LLC and Mission Capital Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

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

Series 66

Midland, TX

Edward Jones

David Marston is a financial advisor at Edward Jones in Midland, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Oxy Petroleum Corp. for seven years. 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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Thurman J

Series 66

Midland, TX

Edward Jones

Thurman Johnson is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2007, with a brief tenure at J.P. Morgan Securities in 2013. Outside of his advisory role, he serves as a deacon and member of the finance committee at Macedonia Baptist Church in Midland, TX. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Military & Veterans
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Paul S

Series 63

Midland, TX

Mass Mutual Investors Services

Paul Scioli is a financial advisor with Mass Mutual Investors Services in Midland, Texas, holding a Series 63 designation and over 40 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1985. Outside of his advisory role, he is involved in several business activities including life, health, and employee benefits sales and consulting, as well as participation in a business consulting study group focused on succession planning for private and family businesses. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and offers a range of programs including educational seminars and specialized event-driven planning services.

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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Abelardo G

Series 66

Midland, TX

Morgan Stanley

Abelardo Gonzalez is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers a range of planning services incorporating firm-approved tools and methodologies.

General estate planning guidance
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Richey R

CFP®, Series 63

Midland, TX

Raymond James Financial

Richey Rogers is a CFP® professional with 31 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial and University Federal Credit Union among other firms. Rogers is involved with Van Pearcy's Wealth Services Team in a financial advisor and planner role. 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, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.

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

Series 63, Series 65

Midland, TX

Raymond James Financial

Donna Luna Hernandez is a financial advisor with Raymond James Financial in Midland, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been associated with Raymond James Financial Services and its affiliated firms since 2012 and currently works at Foreman Financial, where she serves as a Client Service Associate. 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 employs analytical tools such as risk profiling and scenario modeling to support client goals.

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

ChFC®, Series 63

Midland, TX

Mass Mutual Investors Services

Jay Eagan is a financial advisor with Mass Mutual Investors Services in Midland, TX, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has been associated with Mass Mutual Life Insurance Company since 2003 and MML Investors Services, Inc. since 1982. Outside of his advisory role, Eagan is a partner at PFG Advisors and engaged in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as ongoing, collaborative relationships and provides a range of programs including wrap accounts and educational seminars.

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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Brian P

Series 63

Midland, TX

Mass Mutual Investors Services

Brian Pitaniello is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 34 years of industry experience. He has been with MML Investors Services, Inc. since 1991 and associated with Massachusetts Mutual Life Insurance Company since 1990. Outside of his advisory role, he serves as a non-voting board member for a family-owned packaging supplier and as a trustee at Lubbock Christian University, where he advises on university operations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using comprehensive analysis tools and provides a range of event-driven and educational services.

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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Imari M

Series 66

Midland, TX

Edward Jones

Imari Miller is a Series 66–licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Firehouse Subs and Petco. Outside of finance, Miller has been involved in competitive cycling as a Junior Elite Cyclist since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory services and maintaining a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Caitlin C

Series 66

Midland, TX

Raymond James Financial

Caitlin Cubine is a Series 66-credentialed financial advisor with seven years of industry experience, currently affiliated with Raymond James Financial in Midland, TX. She has worked with Raymond James Financial Services since 2016. Cubine is involved in support roles at Scottye Ratliff Family Wealth Services Team, LLC and Van Pearcy Financial Services, LP, where she engages in various operational tasks. 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 investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work, with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66, Series 63

Odessa, TX

Merrill

Elizabeth Ledezma is a financial advisor with Merrill in Odessa, TX, holding Series 66 and Series 63 licenses and has two years of industry experience. Her prior roles include positions at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, Frost Bank, and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Van P

Series 63

Midland, TX

Raymond James Financial

Van Pearcy is a financial advisor with Raymond James Financial in Midland, TX, holding a Series 63 designation and over 38 years of industry experience. He has been with Raymond James Financial and affiliated entities since 2001. Outside of advising, Pearcy is involved in agricultural enterprises as CEO of Pearcy Angus Ranch, a registered Black Angus cattle producer, and serves as President of PAR Cattle Management Co., which markets registered Angus beef. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized offerings in municipal finance and retirement plan advisory services.

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

Series 66

Odessa, TX

Raymond James Financial

Ezekiel Donner is a financial advisor with Raymond James Financial, holding a Series 66 credential and two years of industry experience. Prior to his current role, he worked at Chiaro Coffee Co. and has a background that includes several other positions in diverse fields. He is also associated with Community Wealth Advisors, a non-investment-related support company based in Odessa, TX. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting.

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

Series 66

Midland, TX

Edward Jones

Kinsey Hill is a financial advisor at Edward Jones in Midland, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Kinsey worked at Frost Bank and Ranchland Hills, along with other roles including a position with the City of Midland. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Midland, TX

RBC Capital Markets

Kevin Blonkvist Jr. is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 credential and has previously worked at City National Bank. Outside of advising, he serves on the endowment committee for the First Presbyterian Church of Midland and holds board positions with Hillcrest School, Scholastic Network Partners, Midland Community Theatre, and the Midland Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management solutions using both in-house and third-party investment managers.

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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Hunter I

Series 66

Midland, TX

Raymond James Financial

Hunter Ingram is a financial advisor at Raymond James Financial with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Atlas Credit Partners and involvement with the Van Pearcy Wealth Services Team. He also has experience in education, having worked at Texas Tech University and Midland High School. 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 employs analytical tools such as risk profiling and probability modeling to support client goals.

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

CFP®, Series 66

Odessa, TX

Edward Jones

Marissa Salgado is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at JCPenney Corporation for five years. She is a board member of Ben Milam International Academy in Midland, TX. 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 through a nationwide network of financial advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies Wealth management General retirement planning Founder/Business Owner Oil & Gas
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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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