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Kristyne L

Series 66

Lubbock, TX

Merrill

Kristyne Link is a Financial Advisor at Merrill Lynch Wealth Management, where she works closely with individuals, families, and organizations to align their finances with their values and long-term goals. Since joining Merrill in August 2023, she has provided transparent guidance to help clients manage multiple financial priorities and make informed decisions. She serves clients locally on the South Plains and across the country. Kristyne began her career in the financial services industry in 2017 and has held FINRA Series 7 and Series 66 registrations since 2019. She holds the Personal Investment Advisor (PIA) designation and has an educational background that includes a High School Diploma from Monterey High School, an Associate's Degree from South Plains College, and coursework at the Texas Tech University System. A native of Lubbock, Kristyne is raising her daughter and running her business in her hometown. Outside of her professional work, she enjoys spending time with her daughter and their pets, reading, listening to podcasts, and playing billiards.

Wealth management Mid-Career Professionals Approaching retirement Parents Sandwich Generation
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Jonathan C

CFP®, Series 66

Lubbock, TX

LPL Financial

Jonathan Casebolt is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial in Lubbock, TX. His prior experience includes 16 years at Edward Jones and two years at Cadaret Grant & Co., Inc. Outside of his advisory role, he is involved with a family farm in Lipan, TX. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including retirement plan consulting and model portfolio management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Jamal G

Series 66

Lubbock, TX

J.P. Morgan Securities

Jamal Gary is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Empower, PNC Bank, and several other financial institutions. Outside of finance, he was involved with Southern Hospitality Beef, LLC from 2015 to 2018. 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 to guide investment recommendations.

Wealth management Executive Founder/Business Owner
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Janet B

Series 66

Lubbock, TX

Edward Jones

Janet Bates is a financial advisor with Edward Jones in Lubbock, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a shareholder in Platinum Auto Sales Inc., an auto sales business based in Lubbock. 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 advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Richard B

Series 63, Series 65

Lubbock, TX

Primerica Advisors

Richard Bigham Jr. is a financial advisor with Primerica Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003 and is also involved in managing Cotton Ridge Development, LLC. Outside of his advisory role, he manages business activities unrelated to investments in the Lubbock area. 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 for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Lenzie M

CFP®, Series 66

Lubbock, TX

Edward Jones

Lenzie Mason is a CFP®-designated financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, Mason worked in education as a special education teacher with Lubbock Cooper ISD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Byron T

Series 66

Lubbock, TX

Edward Jones

Byron Tyler is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at NYlife Securities LLC and New York Life Insurance Co. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Billy W

Series 63, Series 65

Lubbock, TX

Primerica Advisors

Billy Weikel is a financial advisor with Primerica Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of his advisory role, he is the founder of Joyful Ventures, a non-investment related business based in Lubbock. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jasmine B

ChFC®, Series 63, Series 66

Lubbock, TX

Raymond James Financial

Jasmine Bilderback is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the ChFC® designation and has nine years of industry experience. Prior to joining Raymond James, she worked at LPL Financial and continues to be involved with JSW Advisory Group as an investment assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Gordon B

Series 63, Series 66

Lubbock, TX

J.P. Morgan Securities

Gordon Buskirk is a financial advisor with J.P. Morgan Securities LLC in Lubbock, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at BBVA Wealth Solutions, Mass Mutual, and New York Life. Outside of finance, he consults for an advertising agency and serves as an officer in an oil and gas business. 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 non-discretionary advisory model.

Wealth management Executive Founder/Business Owner
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Matthew S

Series 66

Lubbock, TX

LPL Financial

Matthew Stroud is a financial advisor with LPL Financial in Lubbock, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2016 and also has a background with Wellington State Bank and Lincoln Heritage Life Insurance. Outside of his advisory role, he is involved in a real estate rental business through MCS Capital Ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Trent R

Series 66

Lubbock, TX

Cetera

Trent Riddle is a Series 66 licensed financial advisor with 20 years of industry experience, currently practicing at Cetera. His career includes long tenures at Avantax Advisory Services and Northwestern Mutual Investment Management. Outside of advising, he serves as vice president of Reclaimed 43, a nonprofit focused on mentoring children in the foster care system, and owns TRK Enterprises, a business selling grills and smokers. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services with various program options and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Debra H

CFP®, Series 66

Lubbock, TX

LPL Financial

Debra Hedgcoth is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior experience includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corp, and Thrivent Financial for Lutherans. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Wilson P

Series 63, Series 66

Lubbock, TX

Edward Jones

Wilson Pauwels is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked with several firms including BBVA Securities Inc., Compass Bank, and New York Life Insurance Company. Outside of his advisory role, Pauwels has been involved in sports officiating since 2014. 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 and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Business ownership considerations Business succession planning Family Business General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Attorney
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Shawn S

Series 63, Series 65

Lubbock, TX

Raymond James Financial

Shawn Stults is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Wells Fargo Advisors, and First Bank and Trust-Lubbock. He is a partner and wealth advisor at JSW Advisory Group, LLC, a business he co-owns outside of his work with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs including municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Corey R

Series 66

Lubbock, TX

Equitable Advisors

Corey Robertson is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is involved with Ashar Group, LLC, which engages in the sales of traditional life settlements. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, employing both in-house and third-party advisory models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Valerie H

Series 63, Series 66

Lubbock, TX

Edward Jones

Valerie Hinojosa is a financial advisor with Edward Jones in Lubbock, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. She has worked at Edward Jones since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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George K

CFP®, Series 66

Lubbock, TX

Raymond James Financial

George Kirkland Jr. is a CFP® professional with 20 years of experience in financial advisory services. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and serves as Vice President at City Bank in Lubbock, TX, where he manages an investment book of business. His prior experience includes a decade at Hilltop Securities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance advisory work through its unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Clayton F

Series 63, Series 65

Lubbock, TX

OSAIC

Clayton Flathers is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, Flathers is involved in insurance sales through his position as president of First Financial Marketing Inc. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services utilizing various platforms, asset-allocation tools, and third-party managers to tailor portfolios that include a range of investment products.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alicia W

Series 66

Lubbock, TX

Raymond James Financial

Alicia Woods is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services, Inc. and Blake|Cooper Financial Strategies. 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, pension plans, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to support client decision-making and sponsors wrap-fee advisory programs across a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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