Anas Chowdhury is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. His prior work history includes roles at Bank of America, Mak & Co Chartered Accountants, Lyft, Uber, and Zetagoods LLC. Merrill, together 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, and institutional accounts.

Kenneth Spradlin is a financial advisor at Edward Jones in Waco, TX, holding Series 66 and Series 63 licenses with 26 years of industry experience. He has been with Edward Jones since 2020 and previously spent 31 years with Farmers Insurance Group. He is also the owner of Blaine Spradlin Insurance Agency, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Timothy Rothenbush is a financial advisor with Thrivent Investment Management in Woodway, TX, holding Series 63 and Series 66 registrations and 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions and Compass Bank. He serves as a board member and elder at Hewitt Community Church, where he assists with budget management for church projects and charitable work. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option while maintaining separate service components.

Terry Hayes is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on client relationship management, portfolio management, and business development. He works primarily with affluent families and businesses to help manage their wealth and pursue their financial goals. His approach involves understanding clients’ complete financial situations and providing customized strategies that include retirement planning, wealth transfer, and guidance tailored for business owners and corporate executives. With a career spanning over three decades in the financial services industry, Terry began in 1986 at A.G. Edwards, where he served as Vice President and Branch Manager for 21 years. He later spent four years with a private equity firm before joining Merrill Lynch in 2011. His extensive experience enables him to help clients navigate complex market cycles by focusing on long-term objectives and minimizing the impact of short-term market fluctuations. Terry holds a Bachelor's degree in Finance from Texas State University and the Personal Investment Advisor (PIA) designation. He resides in Waco with his wife Cindy and their four children. Outside of work, he enjoys traveling to coastal or mountainous regions, playing golf, fly-fishing, and snow skiing.

Jakob Dorsett is a financial advisor with Stifel in Waco, TX, holding a Series 66 designation and beginning his financial services career in 2024. Prior to joining Stifel, he worked at Dell Technologies and has experience in various other industries including retail and food services. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Ryan Mc Creery is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he was associated with Fellowship Bible Church for nine years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm is notable for its large retail advisor footprint, comprehensive advisory programs, and affiliated capabilities including a trust company and proprietary mutual funds.

Thomas Billeaud is a Series 66-registered financial advisor with LPL Financial, based in Waco, TX, and has seven years of industry experience. His prior roles include positions at Woodbury Financial Services and Edward Jones, as well as two decades of work with China Spring ISD. 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 various advisory and brokerage services, including financial planning and model portfolio programs, with a platform that supports both discretionary and non-discretionary account management.

Bruce Popp is a financial advisor at Edward Jones in Waco, TX, holding a Series 66 designation. He has experience working at Eleserv, Jones Truck Insurance, Educators Credit Union, and Baylor University prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Kristina Mayes is a financial advisor with Merrill in Waco, TX, holding Series 63 and Series 66 credentials and six years of industry experience. She previously worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2021 to 2024. Outside of her advisory role, she assists with the operations of Wolf Island Ranch LLC, a family-owned Wagyu cattle ranch. Merrill, together 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 plans, corporations, and charitable organizations.

Brent Mc Farling is a CFP® professional with 26 years of experience at Edward Jones, where he has worked since 2000. He holds Series 63 and Series 66 licenses and is based in Waco, TX. Outside of his advisory role, he is involved in agricultural and recreational businesses, owning McFarling Farms, a cattle operation, and holding an ownership interest in Bear Ridge Golf Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Brandon Kubitza is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and has worked with Thrivent and its affiliates since 2016. Outside of his advisory role, Kubitza serves as a school board member for Hallsburg ISD and is the chairman of St. Paul Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers clients the option to combine planning with managed account services under a consolidated billing arrangement.

Mark Wood is a CFP®-certified financial advisor with Edward Jones in Waco, TX, and has 10 years of industry experience. He has worked at Edward Jones since 2017 and previously spent 18 years with the National Federation of Independent Business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Reinowski is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 10 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he has worked as an independent contractor advisor with Dietz Financial Services L.L.C. 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, corporations, and institutional clients. The firm utilizes analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and investment consulting to client goals.

Alia Mitchell is a Series 66-licensed financial advisor with Raymond James Financial in Waco, TX, bringing 10 years of industry experience. She has concurrent roles at Extraco Banks and Extraco Wealth & Trust, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Still is a Series 66 licensed financial advisor with Edward Jones in Waco, TX, where he has worked since 2007. He has 18 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Bradley Wilson is a CFP® professional with 27 years of experience at Edward Jones, where he has been since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a member or partner in several business entities related to real estate investment and commercial property management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Joe Bozarth III is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014 and holds a Series 63 designation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Heath Hollas is a financial advisor at Stifel with a Series 66 credential and two years of industry experience. He has held roles at Stifel since 2022 and has prior work history that includes various positions at Baylor University and other organizations. Outside of his advisory work, he serves as a baseball umpire for youth games. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies and probabilistic modeling to provide asset allocation and financial planning guidance.

Kendall Lovett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Cetera Advisors LLC and Questar Asset Management, and he has operated Lovett & Associates since 1983. Outside of advisory work, he is also engaged as an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing both affiliated and third-party investment managers with flexible program structures.

Eric Lovett is a financial advisor with LPL Financial in Woodway, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior firms include Cetera and Questar Capital Corporation. He is also involved in insurance sales, offering life, health, annuities, and long-term care products, and operates Lovett & Associates, a financial services DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.