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.

Kimberly Sartor is a Series 66 licensed advisor with Raymond James Financial in Waco, TX, bringing six years of industry experience. Her career includes prior roles at Extraco Banks, Kestra Advisory Services, Woodbury Financial Services, and Southwestern Investment Group. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and municipal entities, offering customized advisory solutions and specialized programs for small businesses.

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 with Merrill holding a Series 66 designation and six years of industry experience. His prior work includes positions at Bank of America and roles in companies such as Lyft and Uber. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates model-based and discretionary investment strategies within Bank of America’s platform, offering access to a wide range of products and services.

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 at Edward Jones in Waco, TX, holding Series 66 and Series 63 licenses with 26 years of industry experience. He has been with Edward Jones since 2020 and previously spent 31 years with Farmers Insurance Group. He is also the owner of Blaine Spradlin Insurance Agency, Inc. Edward Jones is a full-service wealth management firm serving 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 operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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 one year 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 serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of more than 23,700 financial advisors.

Thomas Billeaud is a financial advisor with LPL Financial in Waco, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Woodbury Financial Services and Edward Jones, as well as two decades working within the China Spring Independent School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining proprietary and third-party resources across discretionary and non-discretionary management strategies.

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 at Merrill with Series 63 and Series 66 licenses and five years of industry experience. She previously worked at JP Morgan Chase Bank and J.P. Morgan Securities and has been involved with Wolf Island Ranch LLC, a family-owned Wagyu cattle ranch, where she assists with manual ranch work. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations using model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Brent Mc Farling is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000, based in Waco, TX. Outside of his advisory role, he owns McFarling Farms, a cattle business, and is an owner/investor of the Bear Ridge Golf Club in Waco. 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.

Brandon Kubitza is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and has worked with Thrivent and its affiliates since 2016. Outside of his advisory role, Kubitza serves as a school board member for Hallsburg ISD and is the chairman of St. Paul Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers clients the option to combine planning with managed account services under a consolidated billing arrangement.

Mark Wood is a CFP®-certified financial advisor with Edward Jones in Waco, TX, and has 10 years of industry experience. He has worked at Edward Jones since 2017 and previously spent 18 years with the National Federation of Independent Business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Chana Beene is a financial advisor with Osaic Wealth, Inc. based in Waco, Texas, holding a Series 63 designation and bringing 39 years of industry experience. She previously worked for Woodbury Financial Services for 15 years and has operated Chana Beene Financial Services since 1988. Outside of her advisory role, she serves as a board member of the Baylor Bear Foundation and participates on the budget and finance committee of the First Baptist Church of Mexia. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, managed portfolios, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified investment portfolios.

Brian Reinowski is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he has worked as an independent contractor for Dietz Financial Services L.L.C. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and maintains a notable linkage to municipal and public finance activities.

Alia Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked at Extraco Banks since 2013 and currently serves as a financial advisor there as well. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing a range of implementation strategies supported by firm research and an extensive affiliate network.