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Samuel S

Series 63, Series 66

Paris, TX

Benjamin F. Edwards & Company, Inc.

Samuel Smeed is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and having five years of industry experience. His prior roles include positions at Cetera Investment Services, Fidelity Investments, and Charles Schwab. Benjamin F. Edwards & Company provides investment advice and related services to a broad range of clients, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies and maintains an in-house trading desk alongside broker-dealer operations.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Marissa A

Series 66

Paris, TX

Edward Jones

Marissa Archer is a financial advisor at Edward Jones in Paris, TX, with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, with prior experience as a full-time student and a position at Buckle. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Divorce financial planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jill C

Series 66

Paris, TX

Edward Jones

Jill Cobb is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Benjamin F Edwards & Co from 2019 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors and 15,000 branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jarred A

Series 66

Paris, TX

Edward Jones

Jarred Archer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Campbell's Company and Mars. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Attorney
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Joshua W

Series 66

Paris, TX

Edward Jones

Joshua Williams is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at USHealth Group, Farmers Bank & Trust, and First Financial Bank. He has also worked in the hospitality sector, including roles at Abilene Country Club and Four Seasons Golf and Sports Club. 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, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan L

Series 63, Series 66

Paris, TX

Edward Jones

Ryan Lassiter is a financial advisor with Edward Jones in Paris, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Sarah V

Series 66

Paris, TX

Edward Jones

Sarah Vaught is a Series 66 licensed financial advisor with Edward Jones in Paris, TX, where she has worked since 2026. Prior to joining Edward Jones, she spent several years in real estate and operated Vaught Studio, LLC for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James C

Series 63

Paris, TX

Ameriprise

James Callaway is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the board of directors for Episcopal Day School and Quest Academy, is Vice President there, and participates in several church-related finance and ministry committees. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that works alongside advisors to provide written recommendations and ongoing guidance focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas C

Series 63

Paris, TX

Ameriprise

Thomas Callaway is a financial advisor with Ameriprise in Paris, Texas, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate entities since 2012. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Paris. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew C

Series 66

Paris, TX

Edward Jones

Andrew Cobb is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Donald M

Series 63, Series 65

Paris, TX

LPL Financial

Donald Moffitt Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at LPL Financial since 2018 and was previously with SagePoint Financial from 2012 to 2018. He also operates The Moffitt Financial Group, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research support.

College savings (529s, UTMA, etc.)
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Darrin G

Series 66

Paris, TX

Edward Jones

Darrin Gifford is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at QCM Consulting, LLC from 2013 to 2017. Outside of his advisory role, he is the owner of a professional pet service business based in Tyler, TX. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Jeffrey C

Series 63, Series 66

Paris, TX

Edward Jones

Jeffrey Cade is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory work, he holds gas royalties with Apache Corp. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen G

CFP®, Series 66

Paris, TX

Edward Jones

Stephen Gerrald is a CFP®-designated financial advisor with Edward Jones in Paris, Texas, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. Outside of his advisory role, he serves as president of the local United Way chapter. 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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