Paul De Rosa is a CFP® with 38 years of experience in the financial industry. He is the sole advisor at De Rosa Asset Management, LLC, an independent firm he has led since 2024. His prior experience includes ten years at Gateway Advisory, LLC and fourteen years at Merrill. De Rosa Asset Management provides discretionary investment management to individuals, trusts, estates, corporations, and other business entities, managing approximately $50 million in assets. The firm uses a dynamic, model-driven approach focused on ETFs, including Buffer ETFs, and applies technical analysis to adjust equity exposure and cash holdings.

Colton Lankford is the founder of Lankford Capital Management LLC and holds a Series 65 credential. He has experience working at KPMG LLP and several private companies prior to establishing his advisory firm in 2025. Outside of financial advising, he is involved with Mustang Plumbing, Inc. and Advanced Manufacturing Solutions, Inc. Lankford Capital Management LLC is a Texas-registered investment adviser that provides separately managed account portfolio management to individuals, high-net-worth clients, trusts, small businesses, and institutions. The firm uses fundamental analysis focused on equities, ETFs/ETPs, and investment-grade fixed income, with limited use of options and margin subject to client authorization.

Sean Paige Best is a financial advisor at Sound Income Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has held roles at firms including Fisher Investments, Charles Schwab & Co., Inc., and Morgan Stanley. He serves as a Fire Support Officer in the Texas National Guard. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, offering customized portfolios and third-party manager allocations.

Jonathan Ellefson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Intervest International Equities Corporation for 32 years before joining Ausdal in 2024. Outside of advisory work, he operates Ellefson & Associates, a business through which he continues to conduct investment-related activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through both discretionary and non-discretionary accounts with a broad range of investment options.

Cally Weight is a financial advisor at First Command Advisory Services with 10 years of industry experience. She holds the Series 66 designation and has worked at multiple First Command entities since 2016. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Humberto Vasquez is a Series 66-registered advisor with First Command Advisory Services, bringing six years of industry experience. He has held roles at multiple First Command entities since 2019 and concurrently serves in the U.S. Army. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Jaylynn Gibson is a financial advisor with First Command Advisory Services in Killeen, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to her advisory role, she served five years in the U.S. Army. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to select model portfolios and third-party managers.

Isaiah Birkel is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life & Casualty Company and Royal Norte Advisors. He has also been involved with Delivering Delights LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and brokerage account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Ramon Jimenez is a financial advisor with First Command Advisory Services in Killeen, TX, holding a Series 66 designation and four years of industry experience. He has worked with various First Command entities since 2021 and is also the owner of Epiphany Management Solutions, LLC and Epiphany Real Estate, LLC, where he oversees operations and financial management. Additionally, he serves as Treasurer of a small nonprofit, Thirsty People, and Secretary for the Rio Bravo Project, a nonprofit providing tutoring and Jiu-Jitsu to children in Juarez, Mexico. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, using a structured approach that limits outside adviser involvement.

Michael Mower is a financial advisor with First Command Advisory Services in Killeen, TX, holding ChFC® and Series 66 credentials and seven years of industry experience. Prior to his current roles within various First Command entities since 2018, he worked for Central Texas College from 2016 to 2021 and managed a music business for over a decade. He serves on the Central Texas College Foundation Board of Directors, assisting with scholarship fundraising. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined model portfolio approach.

Daniel Gonzalez is a ChFC® and Series 66–registered advisor with First Command Advisory Services in Killeen, TX. He has nine years of industry experience, all with First Command entities, including First Command Insurance Services and First Command Financial Planning. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.

John Corridon is a financial advisor with First Command Advisory Services in Killeen, TX. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to his current role, he held positions at various First Command entities and has work experience outside finance including roles at Home Depot and as a student. He also worked briefly in other industries including food service and property management. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Gavin Plowman is a financial advisor with First Command Advisory Services in Killeen, TX. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to entering financial services, he served in the U.S. Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers using a range of mutual funds, ETFs, and third-party managers.

Byron Rogers is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with First Command Advisory Services and First Command Financial Planning, Inc. since 2015. Outside of his advisory role, he owns an LLC that supports his First Command business operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

James Fazio is a financial advisor at LPL Financial with Series 66 and Series 63 credentials and four years of industry experience. He has been with LPL Financial and Beronio Wealth Planning since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from in-house and third-party sources.

Kyle Jeter is a Series 66-credentialed financial advisor with Edward Jones in Killeen, TX, where he has worked since 2009. He has 16 years of industry experience. 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 and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Fremont Hodson III is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Prior to joining LPL Financial in 2018, he spent 16 years at SII Investments, Inc. He also has experience as an independent insurance agent since 1991. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Norman Mitchell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors since 2001 and has worked with Primerica Financial Services since 2000. Outside of advisory services, he is involved in the sale of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

David Mitchell is a financial advisor with Thrivent Investment Management in Harker Heights, TX, holding Series 65 and Series 63 credentials and bringing four years of industry experience. His prior roles include positions at Bankers Life and Bankers Life Advisory Services. He serves as a board member for his local Kiwanis Club, participating in planning and service activities focused on youth in the community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing arrangement.

Kyle Huitt is a financial advisor with Edward Jones in Harker Heights, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has worked in various roles including graduate assistant at Baylor University and owner of a web design company. He also conducts research in philosophy and theology for a private project. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branches nationwide.

Brian Ward is a financial advisor with Primerica Advisors in Georgetown, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2021 and has prior experience with Primerica Financial Services dating back to 1998. Outside of his advisory role, he is a partner in JSBC Enterprises, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

James Judd is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments, Inc. since 2012 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Evan Hodson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior experience includes 16 years at SII Investments, Inc., and he has worked as an independent insurance agent for 35 years. He is also a licensed agent for fixed insurance 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary strategies supported by proprietary research and third-party subadvisors.

David Torquato 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. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bryan Reed is a financial advisor at Edward Jones in Killeen, TX, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and also serves in the United States Army, a role he has held since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Ruby Rivera Williams is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Raymond James prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Stubbs is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. 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 through a network of more than 23,700 financial advisors across the United States.

Peter Beronio is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with LPL Financial since 2009. Beronio operates under the DBA Beronio Wealth Planning Solutions, which represents his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio management, and retirement plan consulting, supported by LPL Research and various third-party resources.

Alan Horn is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Horn serves as Vice President of the Military Officer's Association of America in Harker Heights, TX, where he assists in conducting meetings and organizing an annual golf tournament to raise scholarship funds. 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 with a nationwide network of more than 23,700 financial advisors.

Ronald Gebhardt is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. He previously served in the United States Army from 2014 to 2023. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Kenny Kelarek is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. His career includes roles at Edward Jones and Oak Crest Advisors. Outside of finance, he serves on the finance and investment committee for First Baptist Church in Salado and owns a local football officiating business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and employer retirement plans.

Ryan Ransom is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and previously worked at Edward Jones for seven years. In addition to his role at Raymond James, he manages his own firm, Ransom Financial Services LLC, where he provides financial planning, investment management, and related services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs risk profiling and modeling tools to tailor recommendations and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Neil Poehlmann is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years with Don Ringler Auto Group. Outside of his advisory role, he serves as Purser for the Knights of Columbus Assembly in Belton, Texas, managing the assembly’s financial records and bill payments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest retail advisor networks in the industry.

Eric Phelps is a financial advisor with LPL Financial in Killeen, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Cadence Bank, Ameriprise Financial Services, Infinex Investments, Investment Professionals, and National Bank. Outside of his advisory work, he serves as a soccer official for the Fort Hood Soccer Referee Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Ashley Landt is a financial advisor with Thrivent Investment Management in Nolanville, TX, holding Series 63 and Series 65 licenses. Ashley has one year of industry experience, including prior roles at First Command advisory and brokerage firms, and four years of service in the U.S. Army. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written financial recommendations across various topics without managing client portfolios directly. The firm combines comprehensive planning with managed-account solutions under a consolidated billing option called WealthPlan.

Colton Anderson 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 for eleven years at Moore Supply Company. 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, supported by a large network of financial advisors and branch offices across the United States.

Kevin Thomas is a CFP®-designated financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2019. His prior experience includes roles at Axa Advisors and Primerica Financial Services. He serves as Public Image Board Member Committee Lead for the Killeen Heights Rotary Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party program sponsors, offering diversified investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jaime Madrid is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.