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Mallory M

Series 63, Series 66

Lampasas, TX

Gateway Financial Advisors Texas, LLC

Mallory Moore is a financial advisor at Gateway Financial Advisors Texas, LLC with four years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Gateway Financial Advisors Texas in 2025, she worked at First Trust Advisors L.P. and First Trust Portfolios L.P. from 2021 to 2025. Outside of finance, she manages Tres Playas Quarter Horses, LLC, a horse breeding business in Lampasas, TX. Gateway Financial Advisors Texas serves individual and high-net-worth clients with tailored portfolio management and comprehensive financial planning. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build diversified portfolios aligned with client goals and risk tolerance.

Divorce financial planning Cash flow / budgeting General tax planning
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Cally W

Series 66

Kempner, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Timothy H

Series 66

Lampasas, TX

Edward Jones

Timothy Herning is a financial advisor with Edward Jones in Lampasas, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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

CFP®, Series 66

Copperas Cove, TX

Edward Jones

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.

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

CFP®, Series 66

Lampasas, TX

Edward Jones

Mark Storm is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Lampasas, TX. Outside of his advisory work, he is involved in sports officiating as a soccer referee with the Texas Association of Sports Officials. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Krysta H

Series 66

Lampasas, TX

Edward Jones

Krysta Huckabee is a Series 66 licensed financial advisor with Edward Jones in Lampasas, TX, and has three years of industry experience. She previously worked at New York Life, Stoneledge Winery, ID Life, and AdvoCare. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Business ownership considerations Family Business Business succession planning General estate planning guidance Founder/Business Owner
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