Wesley Rolan

William Heiser is the sole advisor at Heiser Investment Advisers in Robinson, Texas, holding a Series 65 designation with 12 years of industry experience. He has led his independent firm since 2013. Outside of his advisory work, Heiser is involved in the hospitality industry as a bartender at a pub in Waco, Texas. Heiser Investment Advisers provides customized investment management to individual clients, focusing on domestic and international stocks, bonds, mutual funds, and ETFs. The firm manages accounts on a discretionary basis, employing a research-driven approach tailored to client objectives and risk tolerance, and occasionally uses derivatives in separately managed accounts.

Derek Hoggett is a financial advisor at Investa Asset Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his work in finance, he is involved in education as a substitute teacher for several school districts in Texas and owns two software companies focused on investment software development and web design. Investa Asset Management provides independent, fee-only investment supervisory, portfolio and wealth management, and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis, along with active risk management and derivative strategies, to manage discretionary accounts.

Mike Pore is a Series 65 licensed advisor at Investa Asset Management LLC in Marlin, TX, with 13 years of industry experience. He has been with Investa Asset Management since 2011. Investa Asset Management provides independent, fee-only investment supervisory, portfolio and wealth management, and financial planning services to both individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis within a top-down asset-allocation framework and emphasizes active risk management and sell discipline, often utilizing option-writing and derivative strategies.

Shawna Bradfute is a financial advisor with Edward Jones in Waco, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, she worked with the Brazos County Drug Court and operated the Law Office of Shawna B. Roscom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large national network of financial advisors and branch offices.

Richard Wallace is a financial advisor with Edward Jones in Waco, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is a part owner and operator of a cattle ranch and serves as a director of the Waco Sunrise Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.