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, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Cetera and Questar Capital Corporation. He is also involved as an insurance agent, selling life, health, annuities, and long-term care products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research resources.

Daniel Cazac is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2014, serving as a Financial Consultant from 2021 to 2024 and previously as a Portfolio Specialist from 2014 to 2015. Prior to joining Fidelity, Daniel was Vice President, Financial Consultant at Charles Schwab from 2012 to 2014 and President at Texas Made Wealth, LLC from 2016 to 2021. Daniel specializes in multi-generational wealth planning, helping families visualize their financial goals and implement plans for objectives including retirement, funding college education, and wealth accumulation. He is licensed to provide insurance in Arkansas and California. Outside of his professional work, Daniel enjoys activities such as beach outings, family activities, fishing, parenthood, and traveling.

Don Booth is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2004. He has been with Fidelity Investments since 1998, progressing from Investment Representative to Financial Consultant before his current role. Prior to joining Fidelity, Don worked as an Investment Representative at Bank United from 1997 to 1998 and as a Financial Consultant at Smith Barney from 1993 to 1997. With 32 years in the financial industry, Don specializes in assisting High Net Worth investors and their families with diversification and asset allocation to support wealth accumulation and retirement income planning. He holds the Certified Financial Planner™ designation and a California Insurance License, which contribute to his ability to address a wide range of client situations.

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.

Kristen Chamblee is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Kristen works closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals. Prior to her career in financial advising, Kristen spent ten years as a classroom teacher and educational administrator, experience that contributes to her approach in setting clear goals and addressing complex issues for her clients. She holds a Personal Investment Advisor (PIA) designation and has earned a Master's Degree from the University of Texas System as well as a Bachelor's Degree from Tarleton State University. Outside of her professional work, Kristen values family time and enjoys attending sporting events, traveling, and watching movies. She is also committed to community involvement through volunteering with local organizations.

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. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, integrating with Bank of America’s broader corporate platform.

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.

Hunter Abbe is a financial advisor with LPL Financial based in Waco, TX, holding a Series 66 designation and seven years of industry experience. He has previously worked at Woodbury Financial Services and Parallon and operates MathisAbbe Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Hattie Ritchey is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking market assumptions and probabilistic modeling for asset allocation and planning analyses.

Lisa Huggins is a financial advisor at Edward Jones in Woodway, TX, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, she manages a five-piece variety band and an acoustic duo based in Waco, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Richard High is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities and SPC prior to joining LPL Financial in 2026. High is the owner of High and Associates, Inc., providing fixed insurance services, and serves on the board of First National Bank of Central Texas in an advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Colin Cohen is a financial advisor with LPL Financial in Waco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2023 and concurrently maintains roles at Spc and Sigma Financial Corporation since 2013. Outside of his advisory work, Cohen coaches at Vanguard College Preparatory School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research, third-party subadvisors, and advanced technologies.