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.

Kyle Loftin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of his advisory work, he is involved in selling home security and automation products as well as participating in a non-investment related craftsman home project in Belton, Texas. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

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.

Ashley Landt is a financial advisor with Thrivent Investment Management in Nolanville, TX, holding Series 63 and Series 65 licenses. Ashley has one year of industry experience, including prior roles at First Command advisory and brokerage firms, and four years of service in the U.S. Army. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written financial recommendations across various topics without managing client portfolios directly. The firm combines comprehensive planning with managed-account solutions under a consolidated billing option called WealthPlan.

Francesca Gervascio Franzen is a CFP® with 24 years of experience in the financial services industry. She has worked at Raymond James Financial Services Advisors, Inc. since 2018 and previously held positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Outside of her advisory role, she is an author of a book on financial literacy. 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 uses analytical tools to support client goals, with an uncommon affiliation to a municipal advisor and targeted advisory programs.

Joshua Dildine is a financial advisor at Edward Jones in Belton, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 under management and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shannon Ramsdell is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. Prior to joining Fidelity, Shannon worked at Edward Jones and spent fourteen years at Park Place Manor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios through both discretionary and non-discretionary approaches.

Tarika Nath is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to her current roles, she has experience at the McCombs School of Business and the University of Texas at Austin. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Jeffrey Coffman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with various divisions of Raymond James since 2002. Outside of his advisory role, he serves as president of The Coffman Financial Group, LLC. 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, and institutional entities. The firm focuses on non-discretionary planning using risk profiling and analytical tools, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Melody Wallace is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following an 11-year tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colton Anderson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for eleven years at Moore Supply Company. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Alexander Fry is a financial advisor with Merrill, holding a Series 66 designation and based in Temple, TX. He has several years of diverse work experience, including a military background with eight years of service in the United States Army. Outside of his advisory role, he manages a music project as the sole owner, handling income related to merchandise sales and streaming. 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 investors.

Kevin Thomas is a CFP®-designated financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2019. His prior experience includes roles at Axa Advisors and Primerica Financial Services. He serves as Public Image Board Member Committee Lead for the Killeen Heights Rotary Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party program sponsors, offering diversified investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alyssa Gilmore is a Series 66 licensed financial advisor at Edward Jones in Belton, TX, with two years of industry experience. She previously worked for the Killeen Independent School District and owns a small event planning business specializing in balloon decorations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Scot Hrbacek is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He is based in Belton, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in Kiss My ASH, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kennedi Fettig is a financial advisor with Edward Jones in Temple, TX, holding a Series 66 designation and one year of industry experience. She is also the owner of West Adams Boutique, where she manages the boutique’s website and seasonal product selection. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.