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Ramon H

Series 63, Series 65

Hamilton, TX

Cetera

Ramon Haile is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Avantax and its affiliated entities for over three decades before joining Cetera in 2025. Outside of his advisory role, he is a salesman with Will Hale LLC. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes both affiliated and unaffiliated managers across diverse program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Emiley Z

Series 66

Hamilton, TX

Cetera

Emiley Zschiesche is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. She has worked with multiple firms, including Avantax Advisory Services and Gersch Wealth Strategies. Outside of her advisory work, she is involved with Will R Hale, LLC, an entity formed to provide accounting and financial services that assist in client services and paperwork preparation. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that features discretionary and non-discretionary programs and access to both affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Melanie H

Series 63, Series 66

Hamilton, TX

Raymond James Financial

Melanie Housden is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Cetera Advisor Networks and Carson Institutional Alliance. Outside of her advisory role, she is the managing member of Pecan Creek Outfitters, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting and planning supported by analytical modeling and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kelly K

Series 66

Hamilton, TX

Edward Jones

Kelly Kuhl is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Reagan R

Series 66

Hamilton, TX

Raymond James Financial

Reagan Reich is a Series 66-registered financial advisor with Raymond James Financial, based in Hamilton, TX, with six years of industry experience. Prior to joining Raymond James, Reich worked at Enterprise Rent-A-Car for three years. He is a board member of the Hamilton County Historical Commission, which focuses on preserving and promoting local heritage. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Hunter C

Series 66

Hamilton, TX

Raymond James Financial

Hunter Creasey is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he was affiliated with Hardin-Simmons University for five years. Outside of his advisory work, he is involved as an associate with Melanie J Financial LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses various analytical tools to help clients evaluate potential outcomes.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Will H

CFP®, Series 66

Hamilton, TX

Cetera

Will Hale is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Avantax Insurance Services and Avantax Investment Services, as well as operating his own firm, Will R. Hale, LLC. Outside of financial advising, he is involved in community activities such as serving on the Hamilton County Go Texan committee, preaching and teaching at Outreach Church of Christ, and managing a cattle ranch alongside providing tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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