Cole Parks is a financial advisor at Southwestern Advisory Group LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments. Parks serves on the board of the Stephenville Economic Development Foundation and the Stephenville Independent School District, and is a member of the Texas Association of School Boards Legislative Advisory Council as well as the Ancient Free & Accepted Masons. Southwestern Advisory Group LLC provides advisory services to individuals, trustees, small businesses, non-profits, corporations, and retirement plans. The firm offers a proprietary Consulting, Advice, Leadership, and Coaching (CALC) program, portfolio management, and access to separately managed accounts, combining fundamental and technical analysis with a range of investment techniques including options and derivatives where appropriate.

Michael Tucker is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at IPA Financial Services, Inc., Tucker Financial Services, LLC, The Leaders Group, and Horter Investment Management. Outside of his advisory work, he owns and operates Tucker Ranch, where he raises and sells horses for cutting competition. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, managing model portfolios with ongoing monitoring and rebalancing, and combines advisory services with technology and operational support for other advisers.

Cary Strohmeyer is a financial advisor at Momentum Independent Network Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers and Cetera Financial Specialists from 2008 to 2022. Outside of his advisory role, he serves as Vice-President of the Stephenville Optimist Club. Momentum Independent Network serves a broad client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and provides a range of investment advisory programs, managed accounts, and financial planning solutions.

Savanna Hankins is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. Her work history includes roles at BMY Wealth Management Group, Briscoe and Associates, First National Bank Albany/Breckenridge, First Financial Bank, and World Financial Group. Outside of finance, she previously operated Gypsy Wild Style, a business venture. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios guided by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021. Bagley is also a member of The Paluxy Ponderosa LLC, where he is involved in coin collection and general maintenance activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

James Sullivan is a CFP® with six years of industry experience, currently advising at CWM, LLC in Stephenville, TX. His prior experience includes roles at BMY Wealth Management, PlainsCapital Bank, Bank of America, and Merrill. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm uses discretionary management with model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customizable tools, offering a broad range of investment and retirement plan services.

Sarah Billings is a financial advisor at CWM, LLC with a Series 65 designation and over four years of industry experience. Her previous roles include positions at Cetera Advisor Networks and Texas Workforce Commission. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan solutions.

Bland Harper is a financial advisor at Edward Jones in Stephenville, TX, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Bradley Horry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has prior experience at FarmOp Capital and Lone Star Ag Credit. Outside of his advisory work, he owns a farm operation focused on recreational performance horses and roping cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial solutions, supported by a large nationwide network of advisors and branch offices.

Matthew Miller 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 2012. Based in Stephenville, TX, Miller has spent his entire advisory career at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Steven Williams is a financial advisor with Raymond James Financial in Stephenville, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 1995 and operates SRW Capital Management LLC, which exists solely for operational and tax purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and asset-allocation analysis to tailor recommendations.

Caleb Allen is a CFP®-designated financial advisor with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. He also operates Caleb Allen CPA LLC, providing CPA services, and holds roles including owner of a title insurance company and board member of Farmers & Merchants Bank. His background includes multiple business involvements in insurance, agriculture, and family partnerships. Cambridge Investment Research Advisors is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent professionals. The firm offers a range of financial planning and investment management services with customizable strategies, combining proprietary models and third-party solutions.

Lauren Jackson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She co-owns Jackson Cattle Company, a cattle ranching business based in Walnut Springs, Texas, which conducts online sales nationwide. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jennifer Williams is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 12 years of industry experience. She has been with Raymond James since 2014 and is also associated with SRW Capital Management LLC, where she performs operational support. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal entities. The firm offers tailored, primarily non-discretionary advisory solutions and maintains notable public finance affiliations within its service model.

Stephen Fambrough is a financial advisor at Edward Jones with 25 years of industry experience. He has held his current position at Edward Jones since 2002 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Joseph Altebaumer Jr. is a financial advisor with Edward Jones in Stephenville, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as a board member of the Middle Trinity Groundwater Conservation District, which focuses on conserving water resources across a four-county area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Ty Andrew is a financial advisor at Edward Jones in Stephenville, TX, holding a Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 2016. Outside of his advisory role, he works as an auctioneer for Duncan Auctioneers in Llano, TX, conducting sales approximately every six weeks and additional events several times a year. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.