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.

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 who holds a Series 66 designation and has 10 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he has worked as an independent contractor advisor with Dietz Financial Services L.L.C. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and investment consulting to client goals.

Alia Mitchell is a Series 66-licensed financial advisor with Raymond James Financial in Waco, TX, bringing 10 years of industry experience. She has concurrent roles at Extraco Banks and Extraco Wealth & Trust, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Still is a Series 66 licensed financial advisor with Edward Jones in Waco, TX, where he has worked since 2007. He has 18 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jonathan Miller is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Bradley Wilson is a CFP® professional with 27 years of experience at Edward Jones, where he has been since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a member or partner in several business entities related to real estate investment and commercial property management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Joe Bozarth III is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014 and holds a Series 63 designation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Chet Beene is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, UBS, Baylor, and HOGX. Beene is also involved in insurance sales through his role as a writing agent at Beene Wealth Management Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of financial services and employs various investment tools and platforms to construct and manage portfolios tailored to client needs.

Heath Hollas is a financial advisor at Stifel with a Series 66 credential and two years of industry experience. He has held roles at Stifel since 2022 and has prior work history that includes various positions at Baylor University and other organizations. Outside of his advisory work, he serves as a baseball umpire for youth games. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies and probabilistic modeling to provide asset allocation and financial planning guidance.

Kendall Lovett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Cetera Advisors LLC and Questar Asset Management, and he has operated Lovett & Associates since 1983. Outside of advisory work, he is also engaged as an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing both affiliated and third-party investment managers with flexible program structures.

Eric Lovett is a financial advisor with LPL Financial in Woodway, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior firms include Cetera and Questar Capital Corporation. He is also involved in insurance sales, offering life, health, annuities, and long-term care products, and operates Lovett & Associates, a financial services DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Michael Adamik is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2022. Prior to his advisory career, he spent 25 years at RAM Aircraft. Adamik is involved with the Baylor Angel Network, where he mentors students and assists in educating them about investing and startup analysis. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and asset allocation models developed by its Investment Strategy Group.

Devin Mejia is a financial advisor at Edward Jones in Waco, Texas, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branches, as well as its integrated capabilities that include discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Rose Garcia is a financial advisor at Merrill with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 1992. Based in Waco, TX, her career is solely with Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sharon Koester is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 14 years of industry experience. She has been with Thrivent Investment Management since 2011 and THRIVENT Financial since 2014. Outside of her advisory role, she serves as a church organist and is the treasurer for a nonprofit childcare center serving low-income families. She also manages a sole proprietorship raising livestock and crops on her farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses across a broad range of financial planning topics. The firm’s planning service is available on a one-time or ongoing basis and does not include implementation or discretionary trading authority.