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.

Stephen Newton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He previously worked at Primerica Financial Services and Primerica Advisors for over two decades. Newton serves as a co-executor of an estate, which involves fiduciary responsibilities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Ruby Rivera Williams is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Raymond James prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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 Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. His career includes roles at Edward Jones and Oak Crest Advisors. Outside of finance, he serves on the finance and investment committee for First Baptist Church in Salado and owns a local football officiating business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and employer retirement plans.

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.

Joshua Sadler is a financial advisor at Edward Jones in Temple, TX, holding a Series 66 designation. He has one year of experience in the financial industry, having previously worked in education with Killeen and Temple Independent School Districts. 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.

Mary Layne is a financial advisor with Edward Jones in Temple, Texas, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2009. Outside of advising, she is involved in a small handyman business in Temple and serves as an ambassador for a vitamins and probiotics company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors.

Ryan Ransom is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and previously worked at Edward Jones for seven years. In addition to his role at Raymond James, he manages his own firm, Ransom Financial Services LLC, where he provides financial planning, investment management, and related services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs risk profiling and modeling tools to tailor recommendations and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Neil Poehlmann is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years with Don Ringler Auto Group. Outside of his advisory role, he serves as Purser for the Knights of Columbus Assembly in Belton, Texas, managing the assembly’s financial records and bill payments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest retail advisor networks in the industry.

Eric Phelps is a financial advisor with LPL Financial in Killeen, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Cadence Bank, Ameriprise Financial Services, Infinex Investments, Investment Professionals, and National Bank. Outside of his advisory work, he serves as a soccer official for the Fort Hood Soccer Referee Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Melinda Bulls is a financial advisor with Cambridge Investment Research Advisors in Temple, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of her advisory role, Melinda operates Bulls Financial Group and works as a photographer and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies across multiple platform arrangements.

Donna Heatherley Martin is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James, Oak Crest Advisors, and operated her own firm, Donna Heatherley Martin Financial Services LLC, before rejoining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm is noted for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Blake Aldridge is a financial advisor with Raymond James Financial in Belton, TX. He holds the Series 66 designation and has recently begun his career in the financial industry. Prior to his current role, he was involved with Texas First Rentals and has an academic background from Texas A&M University. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal and public finance advisory work.