Stephen Holze is a financial advisor with LPL Financial in Waco, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at LPL Financial since 2006 and previously at PRUCO Securities, LLC from 2003 to 2006. Outside of his advisory role, he is co-owner of a commercial real estate business. 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 advisory and brokerage services, including comprehensive financial planning and access to various investment strategies and institutional platforms.

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 at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including Waddell & Reed, Inc. and Jimmy Lee prior to joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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 Series 66-registered financial advisor with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

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.

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 with LPL Financial in Waco, Texas, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include positions at Woodbury Financial Services and PRUCO Securities, LLC. He has maintained his own DBA, Abbe Financial Services, since 2005. Abbe is also active as an agent selling universal life, guaranteed universal life, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Clifton Bennett is a financial advisor with Wells Fargo Clearing in Waco, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products than many institutional advisors, including insurance-related vehicles and bank deposit sweep options.

Timothy Griesse is a financial advisor at Thrivent Investment Management with 44 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Ancle Evans is a financial advisor with OSAIC in Waco, TX, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors and First Command Financial Planning. He owns an LLC used for accounting and tax purposes. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a multi-platform approach that includes automated portfolio management and access to third-party money managers.

Anas Chowdhury is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. His prior work history includes roles at Bank of America, Mak & Co Chartered Accountants, Lyft, Uber, and Zetagoods LLC. 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 accounts.

Richard Wallace is a financial advisor with Edward Jones in Waco, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is a part owner and operator of a cattle ranch and serves as a director of the Waco Sunrise Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.