Douglas Massey is a financial advisor with OFG Financial Services, Inc. in San Angelo, TX, holding the ChFC® and Series 63 designations. He has 33 years of industry experience, including 29 years at OFG Financial Services and over 40 years as a self-employed professional. Massey is also involved in insurance and fixed annuity sales and participates in investment committee activities with NAIFA-Texas. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships through a team of 37 advisors. The firm uses fundamental analysis to build portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis with documented client objectives.

Jared Urbantke is a Series 66-licensed advisor with International Assets Investment Management, LLC, with three years of industry experience. He has also been affiliated with C.A. Ross Wealth Management Group since 2020 and maintains a professional tennis instructor role. In addition, Jared serves on the board of the Concho Valley Tennis Association. International Assets Investment Management provides investment advisory services to a range of clients including individuals, high-net-worth clients, retirement plans, and corporations. The firm offers customized portfolio management and financial planning through a national network of independent advisers using a variety of investment strategies.

William Peacock is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, LPL Financial, and Raymond James Financial Services. He serves on the board of directors for The Pregnancy Help Center in San Angelo, TX. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment and retirement plan services, with investment approaches tailored at the representative level and comprehensive due diligence performed by an internal Investment Committee.

Cecil Ross is a financial advisor with International Assets Investment Management, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He previously worked at LPL Financial and operates his own full-service commercial and personal insurance agency. Ross also participates in community activities, serving on the fundraising committee for the Concho Valley Community Action Agency and as membership chair for the Kiwanis Club. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio management using a range of investment vehicles and offers both discretionary and non-discretionary strategies, including third-party money manager programs.

Scott Stephens is a CFP® with 25 years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 15 years of experience there. Outside of his advisory work, Stephens is involved in local ranching operations and serves as a board member of the Grape Creek Independent School District. Kingsview Wealth Management is an SEC-registered firm managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.

Keith Mortimore is a financial advisor with Ameriprise in San Angelo, TX, holding a Series 63 designation and bringing 29 years of industry experience. He has held roles at Ameriprise since 2021 and previously operated Mortimore Wealth Strategies, LLC, a business entity he co-owns. Mortimore serves as chairman of the Massey Fender Endowment Fund board of directors. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Davis Woodfin is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked for nearly a decade with Eden Emergency Medical Services and the San Angelo Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices, as well as its integrated capabilities beyond advisory services.

James Woodruff is a financial advisor at Raymond James Financial in San Angelo, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Southern Glazers and has a background connected to Texas A&M University. Additionally, Woodruff is an associate at Woodruff Wealth Management, Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and advisory services utilizing risk profiling and analytical modeling, and supports a diverse advisory network with specialized municipal and employer consulting programs.

Erika Lara is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and Edward Jones. She is also a Certified Divorce Financial Analyst with Divorce Resource TX LLC, where she provides specialized financial consulting related to divorce. 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, and institutional investors. The firm provides tailored, non-discretionary planning using analytical and risk-profiling tools and supports a broad network of advisors and affiliated firms.

Daniel Ruiz is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with Wells Fargo Clearing since 2018 and has a longer tenure with Wells Fargo Bank, NA dating back to 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Colin Mortimore is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to his current role, he held positions at Compass Group, Vail Resorts, Holland Land Services, Maverick Natural Resources, and Southwestern Energy Company. Mortimore serves as president of the Texas Tech Alumni Association San Angelo Chapter. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Sharon Deiterman is a financial advisor with Ameriprise in San Angelo, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory work, she is involved in a business partnership called Mother Goose and Moose, which manages expenses related to acquiring a retiring advisor’s book of business. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies, operating as a large institutional financial services provider.

Miles Duncan is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms including First Legacy Wealth Management and Tim Smith State Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.

Cassandra Fillingim is a financial advisor with LPL Financial based in San Angelo, TX, holding a Series 66 credential and 27 years of industry experience. She has worked at a number of firms including Avantax Advisory Services and 1st Global Advisors. She is a principal at Green, Fillingim & Nieto, PLLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes and account types.

Jamie Mitchell is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He is also involved with MPM Property Group LLC, an entrepreneurial venture. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Mason Heflin is a financial advisor at Edward Jones in San Angelo, TX, holding the CFP® designation along with Series 66 and Series 65 licenses. He has two years of industry experience, including prior work at Amicus Financial Advisers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

William Holmes III is a financial advisor with LPL Financial in San Angelo, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Next Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Holmes is a board member of the Concho Valley Workforce Development Board and serves with Community Hills Christian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Stella Doyle is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. Her work history includes roles at Mercer Global Advisors Inc., Hawsgoodwin Wealth, and The Bank and Trust. Outside of her advisory duties, she is involved with Westex Investment Services in a non-owner capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm employs tailored, non-discretionary planning and analytical tools to help clients achieve their goals and supports a broad range of advisory programs and institutional consulting services.

Stephen Sherrod is a financial advisor with Raymond James Financial in San Angelo, Texas, holding a Series 63 designation and with 47 years of industry experience. He has been associated with Raymond James Financial and related entities since 1990 and is also involved in nonprofit leadership as the president of a local organization. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools to model potential outcomes and supports various advisory programs and institutional consulting.

Barton Gamble is a financial advisor at Edward Jones in San Angelo, TX, holding Series 63 and Series 66 credentials with 25 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Whitney Pyle is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Whitney served in roles including children's director at Christoval Baptist Church, where she organizes volunteers, programs, and events for children. Whitney has also been involved with Cornerstone Christian School and Baptist Bible Fellowship International. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Walter Reed is a financial advisor with LPL Financial in San Angelo, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ExxonMobil and the University of Houston. Outside of his advisory work, he serves as a preacher for churches on special occasions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing various investment strategies and operational tools.

Gregory Stephens is a Series 66-licensed financial advisor with 17 years of industry experience, currently with LPL Financial since 2024. He previously worked at Momentum Independent Network Inc. for 12 years and Wells Fargo Clearing for 4 years. Outside of advising, he holds a vice president position at Pioneer Abstract and is involved with the Bundrant Family Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Lance Modawell is a financial advisor with LPL Financial in San Angelo, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior experience includes roles at Edward Jones and various entities affiliated with Avantax. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Ward is a financial advisor with Raymond James Financial in San Angelo, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Raymond James Financial and its affiliates since 2006 and also serves as a financial advisor at The Bank & Trust. Additionally, he is involved with Westex Investment Services in a non-investment role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports a broad network of advisors and affiliated firms.

Samye O'neill is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a one-third ownership interest in a family land lease for hunting in Mason County, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader financial product offering that includes insurance-related vehicles and bank deposit sweep options.

Sterling Marschall is a financial advisor at Ameriprise in San Angelo, TX, holding a Series 66 designation with six years of industry experience. He has been with Ameriprise since 2019 and also owns Marschall Mowing, a business he has operated since 2015. Marschall serves on the boards of Sonrisis, West Texas Boys Ranch, and its foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lloyd Woodfin Jr. is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as treasurer and check-signing authority for LifePoint Baptist Church. 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.

Laqueta Shelburne is a financial advisor with Cetera, holding a Series 63 designation and over 30 years of industry experience. She has worked with several firms including Avantax and Primerica, and maintains a longstanding CPA practice. Outside of financial advising, she leads community groups such as the Beta Sigma Phi organization, which engages in charitable activities in the San Angelo area. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through discretionary and non-discretionary programs, with over 10,000 advisors managing more than $256 billion in assets.

Robert Allcorn is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He participates on the finance committee of Rio Concho Retirement Communities, where he oversees and approves the use and investment of designated trust funds. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with principles of diversification and modern portfolio theory to evaluate investment options.

Chad Currie is a CFP® professional at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Miles ISD for five years. Outside of his advisory role, Currie is co-owner of an interior design retail business and two land-related investment and construction ventures in San Angelo, TX. 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 nationwide network of more than 23,000 financial advisors.

William Woodruff is a CFP® with nine years of industry experience. He currently works at Raymond James Financial Services Advisors, where he has been since 2022, following five years at Edward Jones. Woodruff also has a background in academia, having worked at Texas A&M University from 2015 to 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Trevor Gilbert is a financial advisor with Edward Jones in San Angelo, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Sonora Bank from 2018 to 2021 and Hibbett Sports from 2017 to 2018. 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 offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Maverick Gadberry is a financial advisor with Edward Jones in San Angelo, TX. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked in various roles including positions at Texas A&M University and retail companies. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Barry Jackson is a financial advisor with Edward Jones in San Angelo, TX, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in a family-owned laundry and dry cleaning business operated by his wife. 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 financial advisors and branch offices.

Colleen Sullivan is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at First Financial Bank N.A. since 1998 and has been affiliated with Raymond James Financial Services Advisors, Inc. for the past 10 years. Sullivan also serves as an associate/employee supporting brokerage services at First Financial Investment Advisors. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning based on detailed risk profiling and analytical modeling and supports its clients through various advisory programs and specialized services.

Ferd Hoefs is a financial advisor with Raymond James Financial in San Angelo, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and at Raymond James Financial since 2009. Outside of advising, Hoefs manages family minerals leasing and royalty disbursements through his ownership of T-6 Inc. and facilitates pipeline and water management on a family ranch as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and supports municipal finance and SIMPLE IRA advisory programs uncommon among large institutional advisors.

Wayne Knight is a financial advisor with Raymond James Financial Services Advisors, Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at UBS Financial Services and Edward Jones. Outside of advising, he is CEO of Dark Knight Industries and Sentinel Wealth Group, where he oversees operations and management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory and SIMPLE IRA employer consulting.

Sarah Lance is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her advisory role, she was involved with San Angelo Friends of the Environment and worked at Target for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jack Wilkinson is a financial advisor with LPL Financial in San Angelo, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at First Legacy Wealth Management, City National Bank of Colorado City, and held various positions including roles in education and at the Texas Energy Museum. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing various investment strategies and operational tools across a large network of advisors.

Travis Taylor is a CFP® and ChFC® who has worked with Edward Jones since 2018, bringing seven years of industry experience. Prior to joining Edward Jones, he spent ten years at Angelo State University. Outside of his advisory role, he owns a single-family rental property in San Angelo, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Bailey Smith is a financial advisor with Raymond James Financial in San Angelo, TX, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Raymond James, Smith worked at First Financial Bank for seven years and has also held roles at Discount Tire Company and HEB Foundation Camp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses advanced analytical tools to support client goals, while offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Cecil is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. He has also been associated with Investment Centers Of America, Inc. since 1999. Outside of his advisory roles, Cecil is a trustee on the board of Shannon Health System, overseeing trust and hospital activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

Dustin Newton is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has been associated with Raymond James Financial Services Advisors Inc. and related entities since 2017. Newton serves as a director on the Information Technology Committee for The Bank & Trust, s.s.b., where he contributes to strategic oversight of IT infrastructure and audits. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

William Mcdonald is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party data.

Tommy Neal is a financial advisor with Edward Jones in San Angelo, TX, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Neal is involved in agricultural and equine businesses, including ownership of Bucking Bulls Agriculture, a cattle ranch, and partnerships in quarter horse racing, as well as serving on the board of the Barrow Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices, offering discretionary and nondiscretionary strategies under a fiduciary standard.