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Tracy B

Series 65, Series 63

Abilene, TX

LPL Financial

Tracy Brown is a financial advisor with LPL Financial in Abilene, TX, holding Series 65 and Series 63 licenses and with nine years of industry experience. She previously worked at NEXT Financial Group and Cornerstone Financial Southwest, where she was affiliated for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and technology tools for operational and research support.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Don F

Series 63

Tuscola, TX

Raymond James Financial

Don Foster is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Raymond James Financial Services since 1990 and holds roles at related firms including Westex Investment Services and The Bank & Trust. Foster serves as a power of attorney for family members, managing personal legal and financial responsibilities. 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 employs tailored, non-discretionary planning and analytical tools, and offers specialized programs including municipal advisory 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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Brittany S

Series 66

Abilene, TX

Raymond James Financial

Brittany Sipe is a financial advisor at Raymond James Financial in Abilene, TX, holding a Series 66 designation. She has one year of industry experience and previously worked for Fisher County Hospital District for 20 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and SIMPLE IRA advisory programs.

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

Series 65, Series 63

Abilene, TX

Charles Schwab

Christina Krikorian is a financial advisor at Charles Schwab with two years of industry experience. She previously worked at Howell Financial Group and New York Life Insurance Company. Krikorian serves on the board of the Abilene Philharmonic, where she participates in board meetings and community representation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational support.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Jon B

Series 66

Abilene, TX

Edward Jones

Jon Bennett is a financial advisor with Edward Jones in Abilene, TX. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones, he was self-employed for seven years. Edward Jones is a full-service wealth management firm serving more than four million 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 is notable for its extensive retail advisor network, broad branch footprint, and additional affiliated services such as a trust company and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jennifer L

Series 63, Series 66

Abilene, TX

Edward Jones

Jennifer Lee Shultz is a financial advisor with Edward Jones in Abilene, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory work, she owns and operates a horse training and breeding business focused on Quarter and Paint horses and competes in rodeo events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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James S

Series 63, Series 65

Abilene, TX

LPL Financial

James Songer Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with LPL Financial since 2017 and has been affiliated with National Planning Corp since 2001. Outside of his advisory role, he operates a handyman service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, combining advisory services with non-advisory financial activities across a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard D

CFP®, Series 63, Series 65

Abilene, TX

Raymond James Financial

Richard Dansby is a CFP® with 27 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors Inc. and related affiliates since 2017 and previously spent 18 years at Merrill. In addition to his advisory role, he prepares simple individual income tax returns and manages investment accounts for clients at The First National Bank of Ballinger. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored planning and analytical tools to support client goals and offers advisory programs alongside institutional consulting and portfolio management.

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

Series 63, Series 65

Abilene, TX

Primerica Advisors

Danforth Bush is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of advising, he has involvement in selling home security and automation products, as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with oversight and trading delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Gerald G

Series 63

Abilene, TX

Robert Baird & Co.

Gerald Galbraith is a financial advisor at Robert W. Baird & Co. with 61 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a managing member of an investment and ranching limited partnership and serves on the board of the Beefmaster Education Endowment Foundation. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a mix of in-house and third-party strategies, including traditional and non-traditional investment approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Chipper W

Series 63, Series 65

Abilene, TX

LPL Financial

Chipper Watson is a financial advisor with LPL Financial in Abilene, TX, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has worked at Morgan Stanley in various roles from 2012 to 2022 before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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