Matthew Gunter is a CFP® certificant with 19 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2015. He is the author of a book on financial literacy and owns a ranch where he raises beef cattle. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Jack Cox is a financial advisor at Edward Jones in Temple, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 advisors.

James Judd is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments, Inc. since 2012 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Gary Knight is a financial advisor at Edward Jones in Belton, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2014. He is also affiliated with GWK Enterprises, LLC, a sales and consulting business, though he has no active participation in its operations. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment products, and fiduciary services through a large network of financial advisors and branch offices nationwide.

Evan Hodson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior experience includes 16 years at SII Investments, Inc., and he has worked as an independent insurance agent for 35 years. He is also a licensed agent for fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary strategies supported by proprietary research and third-party subadvisors.

Stacy Wolbrueck is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and possessing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes investment policy statement preparation, performance reporting, participant education, and incorporates a broader range of financial products than typical institutional advisers.

Johnathan Baker is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 credential and previously worked at Merrill and Bank of America, N.A. Prior to his financial services career, he served in the United States Marine Corps for 12 years. Outside of advising, he is involved in several business ventures, including owning a pet waste management service and a family livestock farm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Thomas Allen is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avantax Insurance Agency, LLC and Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options.

David Torquato is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Barbara Cardinal Sorge is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Reed is a financial advisor at Edward Jones in Killeen, TX, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and also serves in the United States Army, a role he has held since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Ruby Rivera is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo Bank. Ruby is currently based in Orlando, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures and delivery platforms.

Bryan Daniel is a financial advisor with Ameriprise in Temple, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Ameriprise in 2018, he worked at various Morgan Stanley entities from 2007 to 2018. Outside of his advisory role, he serves on multiple local boards including the Temple Firefighters' Relief and Retirement Fund, the Texas A&M Central Texas Foundation Board, and the University of Mary Hardin Baylor McLane School of Business Advisory Board, where he is chair. He is also an adjunct professor at the University of Mary Hardin-Baylor and co-owns a business supporting a public speaker and military commentator. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing comprehensive written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice in partnership with its financial advisors.

Peter Beronio is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with LPL Financial since 2009. Beronio operates under the DBA Beronio Wealth Planning Solutions, which represents his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio management, and retirement plan consulting, supported by LPL Research and various third-party resources.

G Daniel is a financial advisor at Ameriprise with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and its affiliates for over a decade before joining Ameriprise in 2018. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and delivers automated yet customizable recommendations primarily for clients with assets in Ameriprise-managed accounts.

Ronald Gebhardt is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. He previously served in the United States Army from 2014 to 2023. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

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 in Killeen, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Oak Crest Advisors, Edward Jones, and Baylor Scott & White Health. Outside of his advisory role, he owns a football officiating business serving local schools and colleges and serves on the finance and investment committee of First Baptist Church in Salado. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling, supported by firm research and a broad affiliate network.

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.

Jason Bledsoe is a financial advisor with Edward Jones in Temple, TX. He holds the Series 66 designation and has 19 years of prior experience at McLane Co. before joining Edward Jones in 2026. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.