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.

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.

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.

Hunter Abbe 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 Parallon, alongside managing MathisAbbe Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Hattie Ritchey is a financial advisor at Stifel with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and UBS Financial Services. She has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology from its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate 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 credentials and has worked at LPL Financial since 2026. Prior to joining LPL, he was associated with Parkland Securities and SPC, and he has operated High & Associates since 2000. High serves as a board member of the First National Bank of Central Texas and owns a fixed insurance services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a broad range of financial planning and asset management solutions.

Colin Cohen is a financial advisor with LPL Financial in Waco, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes roles at Ameriprise, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of his advisory role, Cohen coaches at Vanguard College Preparatory School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement participants, and institutions. The firm supports a broad range of investment strategies and platforms, complemented by extensive non-advisory financial services and oversight of over $819 billion in discretionary assets.

James Myatt is a financial advisor at Stifel with 45 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member and meeting treasurer for the WISD Education Foundation and is involved in a family farming business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which provides forward-looking analyses and asset allocation guidance.

Benjamin Barnett is a financial advisor with Cambridge Investment Research Advisors in Waco, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Merrill, and Northwestern Mutual. He also has experience associated with Baylor University and has taken time for extended travel. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning and investment management through a network of independent professionals, employing various portfolio management approaches and maintaining both proprietary and unaffiliated model strategies.

John Bible Jr. is a financial advisor with Bible & Sovereign Partners Financial Services in Waco, TX, holding a Series 66 designation and 19 years of industry experience. He founded Bible & Sovereign Partners LLC in 2018 and has prior experience at firms including Empereon Constar, General Dynamics, and New York Life. Outside of his financial advisory work, he serves as an associate minister at Waco Sovereign Grace Baptist Church. Bible & Sovereign Partners Financial Services operates as an independent firm focused on providing financial services through a single-advisor model.