Cary Cates is a CFP® and Series 66-registered financial advisor with over 11 years of industry experience. He leads Cates FP and Cates Tax Advisory in Gainesville, TX, where he focuses on both financial planning and tax advisory services. He also serves as an adjunct professor at the University of North Texas. Cates FP provides investment management and comprehensive financial planning to individuals and high-net-worth clients, managing approximately $48 million in discretionary assets. The firm emphasizes a passive investment approach with diversified portfolios and integrates credentialed tax services, including tax return preparation and IRS representation, within its advisory offerings.

Alesia Cronkhite is a financial advisor with Cronkhite Wealth Strategies in Gainesville, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, she is involved in producing firearm-related videos on YouTube. Cronkhite Wealth Strategies is an independent advisory firm serving individuals, corporations, and retirement plans with non-discretionary asset management, financial planning, and ERISA 3(21) plan advisory services. The firm’s investment approach focuses on asset allocation and periodic rebalancing, combining modern portfolio theory with fundamental and technical analysis, and frequently collaborates with third-party managers for discretionary trading.

Jeremy David is a CFP® with 25 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC. His prior work includes roles at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. He is also involved as an elder at Midway Church in Aubrey, TX. Complete Wealth Management provides advisory services to individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm utilizes Modern Portfolio Theory and offers custom portfolio construction through the Betterment platform, combining automated wrap services with traditional financial planning and ERISA consulting.

William Brinson is a financial advisor with Taylor Stephens, Inc. He holds a Series 63 designation and has 50 years of industry experience. Prior to joining Taylor Stephens in 1990, he was the President and Owner of A. Cole Stephens & Associates, Inc. since 1977 and has been a self-employed insurance agent since 1969. Taylor Stephens provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to pension and profit-sharing plans. The firm focuses on strategic asset allocation and diversification, offering both discretionary and non-discretionary portfolio management alongside services such as cash flow and tax planning, retirement and education funding, and estate-planning analysis.

Matthew Saller is a CFP® professional with 17 years of industry experience. He has worked at Fidelity Investments from 2008 to 2018 and has been with Complete Wealth Management, LLC since 2019. Outside of his advisory work, he is the co-owner of D&L Farm and Home, a retail store specializing in agricultural, pet, and home care products. Complete Wealth Management, LLC serves individuals, small businesses, charities, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs Modern Portfolio Theory and manages custom portfolios through the Betterment platform, combining digital wrap services with traditional financial planning and ERISA consulting.

Jacob Gates is a financial advisor at Complete Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at DATCU Credit Union and Chick-Fil-A. Complete Wealth Management provides advisory services to individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm applies Modern Portfolio Theory to construct custom portfolios on the Betterment platform and offers asset management, financial planning, and retirement plan consulting services.

Lisa Sharp is a CFP® professional with 16 years of industry experience, currently serving at Spectrum Asset Management Inc., where she has worked since 2004. She holds Series 63 and Series 65 licenses and is based in Gunter, TX. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for about 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis within tailored model portfolios, focusing on growth-at-a-reasonable-price equity strategies and actively managed fixed-income portfolios.

James Moore is a CFP® professional with 10 years of experience, currently serving as an advisor at Eclectic Associates, Inc. since 2016. He is based in Gunter, TX, and works as part of an 11-advisor team. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser providing discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and develops tailored Investment Plans that incorporate diversified mutual funds and ETFs, employing Modern Portfolio Theory with long-term holdings and periodic rebalancing.

Michael Chrustawka is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ruggiero Wealth Management, LLC and operating as a sole proprietor. Outside of financial advising, he is involved in horse breeding, training, and sales through a personal business in Gainesville, TX. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Thomas Schalk is a financial advisor at SPC with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Sigma Planning Corporation since 2015. Outside of his advisory role, he serves as Vice President and board member for both the Fairview Cemetery Association and the GISD Education Foundation in Gainesville, TX, assisting with leadership and meeting coordination. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, offering both discretionary and nondiscretionary management options.

Ken Walbridge is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously operated Ken Walbridge Financial Planning, LLC. In addition to his advisory work, he has over two decades of experience as a life insurance agent. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers a range of investment strategies through a turnkey asset management platform.

Blake Wallace is a financial advisor with Edward Jones in Gainesville, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Brent Reed is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at DFPG Investments and Regal Advisory, among others. Outside of his advisory work, he is involved in mortgage and real estate services through Lake Kiowa Premiere Real Estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, combining traditional advisory solutions with technology tools and extensive non-advisory financial services.

La Donna Fleitman is a Series 66-credentialed financial advisor at Edward Jones with 12 years of industry experience. Her prior roles include positions at State Farm and Jim Goldsworthy Insurance Agency, as well as a period as a homemaker. She has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Bradley Strickland is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Sherman ISD, Charles Schwab & Co., Thrivent Financial, Tredco Logistics, and Tioga ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Benjamin Jackson is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Outside of his financial advisory role, he owns and operates a cow/calf ranching business in Bowie, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Rebekah Frank is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked previously at firms including Merrill Lynch, The Prudential Insurance Company of America, and Bank of America. Outside of her advisory role, she is involved as a life coach with The Aspen Collective. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erin Myers is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining OSAIC in 2023, she worked for Sagepoint Financial, INC for seven years. Outside of advising, she manages a tax and financial services LLC and is involved in beekeeping through a personal LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios across various asset classes.

Nathan Hale is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Ameriprise Financial Services, Inc., with seven of those years also dedicated to BAHN Wealth Management, an independent support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools to tailor recommendations and supports municipal and public-finance work through its affiliation with a municipal advisor.

Morgan Henderson is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2015 and previously worked at Norwex from 2014 to 2017. Henderson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Earl Russell IV is a financial advisor at Edward Jones in Gainesville, TX, with 26 years of industry experience. He has held his position at Edward Jones since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.