John Pegues

Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes six years at Willis Knighton Health System and ongoing involvement with Trustlaw Associates, a law firm specializing in trust, estate planning, and elder law. Outside of financial advising, he is involved in ranching and various real estate and non-securities ventures. Safe Future Wealth Partners serves primarily individual clients with comprehensive financial planning and refers clients to third-party investment advisers for portfolio implementation. The firm uses model allocations and tailored planning and reports approximately $9.2 million in assets under management across 61 client relationships.

Holly Wasson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in various roles within the education sector, including positions at Rains ISD, Texas A&M Commerce, Queen City ISD, Midway Waco ISD, and Winnsboro ISD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Tod Byrd is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2003. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions ranging from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team.

Brandon Roberts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Nestle Waters North America for eight years. He is also the president of the Rains ISD Education Foundation in Emory, Texas, a role he holds without financial responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jason Ray is a financial advisor with Edward Jones in Mineola, TX, holding the CFP® and Series 66 designations and having 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves on multiple local boards including the Mineola Economic Development Corporation, the Mineola Education Foundation as Vice President of Development, the Northeast Texas Regional Mobility Authority, and the UT Health Quitman Advisory Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Jurgen Simons is a CFP® professional with 17 years of experience in the financial services industry. He has been with Edward Jones since 2017 and previously worked at Hilltop Securities Inc. for 10 years. Outside of his advisory role, he has founded and serves as an elder, preacher, and teacher at Grace Upon Grace Church in Mineola, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.