John Haskett is a financial advisor at Morgan Stanley in Waco, TX, holding Series 63, 65, and 66 designations with five years of industry experience. He has worked at several financial firms including Bank of America, Merrill, UBS Financial Services, and Morgan Stanley’s Private Bank. Outside of his advisory role, he is the managing member and owner of a limited liability company focused on potential future real estate and passive investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

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.

Kristina Cooper is a financial advisor at Cetera with a Series 66 designation and over 20 years of experience, including roles at Lovett and Associates and various positions within Cetera since 2019. She is based in Waco, Texas. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting more than 10,000 advisors and over $256 billion in assets under management.

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.

Kenneth Spradlin is a financial advisor with Edward Jones in Waco, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He previously worked for Farmers Insurance Group for 31 years before joining Edward Jones in 2020. Outside of his advisory role, he is the owner of Blaine Spradlin Insurance Agency, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Timothy Rothenbush is a financial advisor with Thrivent Investment Management in Woodway, TX, holding Series 63 and Series 66 registrations and 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions and Compass Bank. He serves as a board member and elder at Hewitt Community Church, where he assists with budget management for church projects and charitable work. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option while maintaining separate service components.

Terry Hayes is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on client relationship management, portfolio management, and business development. He works primarily with affluent families and businesses to help manage their wealth and pursue their financial goals. His approach involves understanding clients’ complete financial situations and providing customized strategies that include retirement planning, wealth transfer, and guidance tailored for business owners and corporate executives. With a career spanning over three decades in the financial services industry, Terry began in 1986 at A.G. Edwards, where he served as Vice President and Branch Manager for 21 years. He later spent four years with a private equity firm before joining Merrill Lynch in 2011. His extensive experience enables him to help clients navigate complex market cycles by focusing on long-term objectives and minimizing the impact of short-term market fluctuations. Terry holds a Bachelor's degree in Finance from Texas State University and the Personal Investment Advisor (PIA) designation. He resides in Waco with his wife Cindy and their four children. Outside of work, he enjoys traveling to coastal or mountainous regions, playing golf, fly-fishing, and snow skiing.

Jakob Dorsett is a financial advisor with Stifel in Waco, TX, holding a Series 66 designation and beginning his financial services career in 2024. Prior to joining Stifel, he worked at Dell Technologies and has experience in various other industries including retail and food services. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Ryan Mc Creery is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he was associated with Fellowship Bible Church for nine years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm is notable for its large retail advisor footprint, comprehensive advisory programs, and affiliated capabilities including a trust company and proprietary mutual funds.

Thomas Billeaud is a financial advisor with LPL Financial in Waco, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL in 2021, he worked at Woodbury Financial Services and Edward Jones, and he spent 20 years with China Spring ISD. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Bruce Popp is a financial advisor at Edward Jones in Waco, TX, holding a Series 66 designation. He has experience working at Eleserv, Jones Truck Insurance, Educators Credit Union, and Baylor University prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Kristina Mayes is a financial advisor with Merrill in Waco, TX, holding Series 63 and Series 66 credentials and six years of industry experience. She previously worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2021 to 2024. Outside of her advisory role, she assists with the operations of Wolf Island Ranch LLC, a family-owned Wagyu cattle ranch. 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, pension plans, corporations, and charitable organizations.

Brent Mc Farling is a CFP® professional with 26 years of experience at Edward Jones, where he has worked since 2000. He holds Series 63 and Series 66 licenses and is based in Waco, TX. Outside of his advisory role, he is involved in agricultural and recreational businesses, owning McFarling Farms, a cattle operation, and holding an ownership interest in Bear Ridge Golf Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.