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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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Humberto V

Series 66

Killeen, TX

First Command Advisory Services

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.

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 registrations. She has one year of industry experience and previously served five years 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and monitor model portfolios.

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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Ramon J

Series 66

Killeen, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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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 65, Series 63

Killeen, TX

First Command Advisory Services

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.

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 66, Series 63

Killeen, TX

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Kyle J

Series 66

Killeen, TX

Edward Jones

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.

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 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.

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 is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo Bank. Ruby is currently based in Orlando, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures and delivery platforms.

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 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.

College savings (529s, UTMA, etc.)
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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 Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations 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 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.

College savings (529s, UTMA, etc.)
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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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