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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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Jaylynn G

Series 63, Series 65

Killeen, TX

First Command Advisory Services

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.

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

Series 66

Killeen, TX

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael M

ChFC®, Series 66

Killeen, TX

First Command Advisory Services

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.

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

ChFC®, Series 66

Killeen, TX

First Command Advisory Services

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.

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

Series 63, Series 65

Killeen, TX

First Command Advisory Services

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.

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

Series 63, Series 65

Killeen, TX

First Command Advisory Services

Gavin Plowman is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 designations and has one year of industry experience. His prior work includes service in the U.S. Army and roles at several First Command entities. 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 comprehensive financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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

Series 63, Series 65

Killeen, TX

First Command Advisory Services

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.

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

Series 63, Series 66

Killeen, TX

LPL Financial

James Fazio is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with LPL Financial since 2019 and is also associated with Beronio Wealth Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kyle J

Series 66

Killeen, TX

Edward Jones

Kyle Jeter is a financial advisor with Edward Jones in Killeen, TX, holding a Series 66 license and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Military & Veterans
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Norman M

Series 63, Series 65

Killeen, TX

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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 J

Series 63, Series 65

Killeen, TX

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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David T

Series 66

Killeen, TX

Edward Jones

David Torquato is a Series 66-licensed financial advisor with Edward Jones in Killeen, TX, where he has worked since 2011. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Military & Veterans
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Ruby R

Series 66

Killeen, TX

Fidelity

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.

Charitable giving & philanthropy Active portfolio management
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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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Peter B

Series 63, Series 66

Killeen, TX

LPL Financial

Peter Beronio is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2009. He operates a separate business entity, Beronio Wealth Planning Solutions, under a DBA structure. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alan H

Series 66

Copperas Cove, TX

Edward Jones

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.

Business ownership considerations Business succession planning Retirement income strategy General estate planning guidance Military & Veterans Government Employee Founder/Business Owner
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Ronald G

Series 63, Series 65

Killeen, TX

Primerica 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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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 Business ownership considerations Retirement income strategy ESG / Sustainable investing Wealth management Founder/Business Owner
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Kenny K

Series 66

Killeen, TX

Raymond James Financial

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.

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

CFP®, ChFC®, Series 66

Killeen, TX

Raymond James Financial

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.

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

Series 66

Killeen, TX

LPL Financial

Eric Phelps is a financial advisor with LPL Financial based 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, Investment Professionals, Inc., and National Bank. Outside of his advisory work, he serves as a soccer official for the Fort Hood Soccer Referee Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, leveraging extensive operational technology and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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