Shelly Hall is a financial advisor at Stifel with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked previously at UBS Financial Services. Outside of her advisory role, she serves as Chairman of the Board and President of Fuzzy Friends Rescue, an animal rescue and adoption organization in Waco, Texas. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

William Dietz Jr. is a financial advisor with Raymond James Financial in Waco, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2009 and has additional involvement as a director on the board of Fidelity Bank of Texas and as a trustee for the McLennan County Republican Party Endowment. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, firm research, and a range of implementation options, with a significant portion of its advisory business conducted on a non-discretionary basis.

Joshua Satterfield is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, totaling 22 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in commercial real estate through ownership and executive positions in family-held property management entities in Texas. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,700 advisors and 15,000 branch offices.

Stephen Holze is a financial advisor with LPL Financial in Waco, TX, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is a co-owner of a commercial real estate business. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Randy Sage is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He 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 to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than many other large institutional advisers.

Bryan Bronstad is a financial advisor at Edward Jones in Waco, Texas, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Clifton ISD from 2002 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randall Pilcher II is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at First Security State Bank, Citizens State Bank, and the City of Stephenville. He is involved with the First Baptist Church in Clifton, TX, performing light building maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Jeffrey Nunes is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Before joining LPL Financial in 2020, he worked in various roles including positions at Waddell & Reed, several insurance carriers, and the Hewitt Chamber of Commerce. He is involved in non-variable insurance production through multiple independent ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management across diversified investment strategies.

Sheryl Carroll is a financial advisor with Wells Fargo Clearing in Waco, TX, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors LLC. 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 services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Charles Carroll is a financial advisor with Wells Fargo Clearing in Waco, TX, holding a Series 66 credential and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Rollins is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 managed solutions supported by a large network of financial advisors and branch offices nationwide.

John Maddux is a ChFC® credentialed financial advisor with Edward Jones, where he has worked for 28 years. He has 40 years of industry experience. Outside of his advisory role, he owns and maintains a commercial rental property in Hewitt, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of over 23,000 advisors. The firm offers a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Benjamin Erlanson is a Series 66–licensed financial advisor with Edward Jones in Waco, TX. He has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large national network of financial advisors and branch offices.

Justin Kegley is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at BBVA Securities Inc. and Independent Bank DBA Independent Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Brad Hill is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside his advisory role, he serves as a board member of the 1st University Credit Union in Waco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 advisors nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

John Haskett is a financial advisor with Morgan Stanley in Waco, TX, holding Series 63, 65, and 66 licenses and five years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and UBS Financial Services. Outside the advisory business, he is the managing member and owner of a limited liability company formed for passive real estate and other investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market scenario modeling but generally does not provide individual security recommendations as part of standalone plans.

Stephen Myatt is a financial advisor at Stifel in Waco, TX, holding a Series 66 designation with two years of experience at the firm. Prior to joining Stifel, he was involved in Myatt Fuels, LLC for eleven years. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Melvin Gardner is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Loren Schwartz is a financial advisor at Morgan Stanley in Waco, Texas, holding CFP® and ChFC® designations with 32 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Bank of America, N.A. and Merrill from 2007 to 2025. Outside of his advisory role, he is involved in sales and marketing for Health Care Service Corporation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment solutions including wrap programs and private funds.

Richard Abbe is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2021, following 15 years with Woodbury Financial Services. Abbe operates his own business entities, including Abbe Financial Services and Abbe Strategic Wealth, and has been involved in non-variable insurance sales since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, with both discretionary and non-discretionary management options.