Joshua Sadler is a financial advisor at Edward Jones in Temple, TX, holding a Series 66 designation. He has one year of experience in the financial industry, having previously worked in education with Killeen and Temple Independent School Districts. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 with Raymond James Financial, holding the CFP®, ChFC®, and Series 66 designations, and has 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Raymond James Financial in 2022. Outside of his primary role, he is the managing member of Ransom Financial Services LLC and serves as an independent contractor at Oak Crest Advisors LLC, both of which involve financial planning and advisory services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive emphasis on advisory and implementation-support services rather than discretionary management.

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 in Belton, Texas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Melinda Bulls is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2016 and previously held roles at Ccf Investments, Inc. and Capital Choice Financial Svcs. In addition to advising, she operates Bulls Financial Group and has a personal interest in photography. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent Financial Professionals, with multiple portfolio management options and both proprietary and third-party strategies.

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, holding a Series 66 designation and entering his first year in the industry. His prior experience includes roles at Element Financial Services and Texas First Rentals, as well as time at Texas A&M University. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and integrates municipal and public finance capabilities through its affiliate network.

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.

Luther Stene is a financial advisor with Cetera in Killeen, Texas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cetera since 2025 and previously spent a decade with Concourse Financial Group Securities Inc. Stene operates VetUsa Advisors, a DBA focused on serving military veterans with insurance, investments, and education about their benefits. He is also president of Immanuel Lutheran Church, where he oversees congregational governance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutions through a large network of independent advisors. The firm offers various portfolio management and financial planning solutions, utilizing both affiliated and third-party managers across diverse program structures.

Francesca Gervascio Franzen is a CFP® professional with 23 years of industry experience, currently serving at Raymond James Financial. She previously worked at BBVA Wealth Solutions Inc., BBVA Securities Inc., and Compass Bank. Francesca is also an author of a book on financial literacy. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and supported by firm research.

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 with Morgan Stanley in Temple, TX, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, as well as positions at the McCombs School of Business and TransPerfect. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and employer-based financial planning arrangements.

Jeffrey Coffman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to his current role, he worked with Raymond James & Associates from 2002 to 2021. He is also president of The Coffman Financial Group, LLC, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and investment recommendations.

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 in Temple, Texas, holding a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, PNC Bank, Regions Bank, and eight years of service in the United States Army. Outside of his advisory work, Fry is involved in managing a band-related sole proprietorship, overseeing income from merchandise sales and streaming services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Kevin Thomas is a CFP® professional with 13 years of experience in financial advising. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors and Primerica Financial Services. Thomas serves as a public image board member for the Killeen Heights Rotary Club. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a variety of program sponsors and third-party managers, focusing on both discretionary and non-discretionary asset management.

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.