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Gregory O
Series 65
Abilene, TX
William Madison Advisors, Inc.
Gregory Oglesby is a Series 65-licensed financial advisor with William Madison Advisors, Inc. in Abilene, TX, where he has worked since 2019. He has six years of industry experience, including five years at Abilene Christian University prior to joining his current firm. William Madison Advisors is a fee-only registered investment adviser providing discretionary investment management, consultation, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes customized investment policy statements and long-term asset allocation, managing approximately $498 million in client assets across nearly 500 relationships.
Rachel E
CFP®
Abilene, TX
William Madison Advisors, Inc.
Rachel Evans is a CFP® professional with five years of experience at William Madison Advisors, Inc. Prior to joining William Madison Advisors, she worked at Condley & Company and KPMG. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and other institutions with fee-only investment management, financial planning, and investment consultation. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and an integrated financial planning process, supported by third-party research and an internal investment committee.
Cary B
CFP®, PFS™
Abilene, TX
William Madison Advisors, Inc.
Cary Beard is a CFP® and PFS™ with 20 years of experience in financial advising. He has worked at William Madison Advisors, Inc. since 2018 and previously spent 12 years at Carter Asset Management, Inc. In addition to his advisory role, he serves as president and managing tax partner of Carter & Beard, PC, a public accounting firm. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and institutions with fee-only investment management and financial planning. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and integrates personal financial planning with discretionary portfolio management.
Benjamin M
Series 66
Abilene, TX
Sanctuary Advisors, LLC
Benjamin McAnally is a financial advisor at Sanctuary Advisors, LLC with 18 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a member of an LLC involved in retail clothing and accessories with his spouse. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent advisors who offer a range of portfolio management strategies and financial planning services, utilizing various analytical approaches and maintaining fiduciary standards under written agreements.
Michael H
Series 63, Series 66
Abilene, TX
Sanctuary Advisors, LLC
Michael Hull is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Bank of America and Merrill before joining Sanctuary Advisors in 2021. Hull serves as secretary and board member of the Buffalo Gap Chamber of Commerce, a local nonprofit organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning using varied analytical approaches and manages accounts on both discretionary and non-discretionary bases.
Bill B
Series 66
Abilene, TX
Sanctuary Advisors, LLC
Bill Burnes is a financial advisor at Sanctuary Advisors, LLC in Abilene, TX. He holds the Series 66 designation and has recent experience at Sanctuary Securities, Inc. and the University of Mississippi. Outside of finance, he has worked in moving and storage services as well as retail. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and employs various analytical approaches while acting as a fiduciary where agreements exist.
Kimberley C
Series 66
Abilene, TX
Edward Jones
Kimberley Cole is a financial advisor with Edward Jones in Abilene, TX, holding a Series 66 designation and 28 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, Kimberley owns and operates a dog breeding business in Baird, TX. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Phillip H
CFP®, Series 63, Series 65
Abilene, TX
Cetera
Phillip Hettich Jr. is a CFP® with 39 years of industry experience, currently affiliated with Cetera. His prior roles include tenures at Edward Jones, Raymond James Financial Services, and First Financial Bank NA. He is also involved in entrepreneurial ventures such as PLH Legacy Wealth Management and Trio H Enterprises, LLC. Cetera is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Jon H
Series 66
Abilene, TX
LPL Financial
Jon Hymer is a financial advisor with LPL Financial in Abilene, TX, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at SCF Securities, SCF Investment Advisors, First Allied Advisory Services, First Allied Securities, and Morgan Stanley. He also engages in a non-variable insurance-related business activity. 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 range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various investment strategies and operational tools.
Brenda D
ChFC®, Series 66
Abilene, TX
Edward Jones
Brenda Davis is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience, currently serving as a financial advisor at Edward Jones in Abilene, TX. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors that serves more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Don F
Series 63
Tuscola, TX
Raymond James Financial
Don Foster is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Raymond James Financial Services since 1990 and holds roles at related firms including Westex Investment Services and The Bank & Trust. Foster serves as a power of attorney for family members, managing personal legal and financial responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs tailored, non-discretionary planning and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Chipper W
Series 63, Series 65
Abilene, TX
LPL Financial
Chipper Watson is a financial advisor with LPL Financial in Abilene, TX, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has worked at Morgan Stanley in various roles from 2012 to 2022 before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.
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