Cary Cates is a CFP® and Series 66-registered financial advisor with over 11 years of industry experience. He leads Cates FP and Cates Tax Advisory in Gainesville, TX, where he focuses on both financial planning and tax advisory services. He also serves as an adjunct professor at the University of North Texas. Cates FP provides investment management and comprehensive financial planning to individuals and high-net-worth clients, managing approximately $48 million in discretionary assets. The firm emphasizes a passive investment approach with diversified portfolios and integrates credentialed tax services, including tax return preparation and IRS representation, within its advisory offerings.

Alesia Cronkhite is a financial advisor with Cronkhite Wealth Strategies in Gainesville, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, she produces firearm-related videos on YouTube. Cronkhite Wealth Strategies is an independent firm serving individuals, corporations, and retirement plans with non-discretionary asset management, financial planning, and ERISA 3(21) plan advisory services. The firm emphasizes asset allocation and periodic rebalancing, frequently co-advising with third-party managers to access specialized mutual fund families.

Michael Chrustawka is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ruggiero Wealth Management, LLC and operating as a sole proprietor. Outside of financial advising, he is involved in horse breeding, training, and sales through a personal business in Gainesville, TX. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Jason Rasmussen is a CFP® professional with 21 years of industry experience. He currently works at Mariner and has held previous roles at Soltis Investment Advisors, SlateStone Wealth, Capital Markets IQ, and Surety Wealth Management. Mariner is an enterprise firm serving a diverse client base that includes individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs a discretionary, customized investment approach supported by internal research and third-party managers, and offers integrated tax, accounting, and family office services uncommon among firms of its scale.

Thomas Schalk is a financial advisor at SPC with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Sigma Planning Corporation since 2015. Outside of his advisory role, he serves as Vice President and board member for both the Fairview Cemetery Association and the GISD Education Foundation in Gainesville, TX, assisting with leadership and meeting coordination. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, offering both discretionary and nondiscretionary management options.

Coltin Davis is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner since 2026. He previously worked at Soltis Investment Advisors LLC and Ausdal Financial Partners, INC. Outside of his advisory role, he is the owner and managing partner of a dormant consulting business, TXFP Consulting. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, with additional capabilities in tax integration and financial wellness tools.

Ken Walbridge is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously operated Ken Walbridge Financial Planning, LLC. In addition to his advisory work, he has over two decades of experience as a life insurance agent. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers a range of investment strategies through a turnkey asset management platform.

Blake Wallace is a financial advisor with Edward Jones in Gainesville, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

La Donna Fleitman is a financial advisor at Edward Jones in Gainesville, TX, holding a Series 66 designation with 13 years of industry experience. Her career includes prior roles at J.P. Morgan Securities and USAA Financial Planning Services, as well as multiple tenures at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Vaughn Holcer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has previously worked with Avantax Advisory Services and Wymer Brownlee, among other firms. Outside of advisory roles, he serves as a trustee for multiple irrevocable trusts and holds leadership positions in local organizations, including treasurer roles in community golf associations and property owners’ associations. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a wide range of portfolio management and consulting services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to affiliated and unaffiliated third-party managers, with program options that include discretionary and non-discretionary management across various account structures and custodial relationships.

Bradley Strickland is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Sherman ISD, Charles Schwab & Co., Thrivent Financial, Tredco Logistics, and Tioga ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Benjamin Jackson is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Outside of his financial advisory role, he owns and operates a cow/calf ranching business in Bowie, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Rebekah Frank is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked previously at firms including Merrill Lynch, The Prudential Insurance Company of America, and Bank of America. Outside of her advisory role, she is involved as a life coach with The Aspen Collective. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Morgan Henderson is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2015 and previously worked at Norwex from 2014 to 2017. Henderson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Earl Russell IV is a financial advisor at Edward Jones in Gainesville, TX, with 26 years of industry experience. He has held his position at Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.