Paul De Rosa is a CFP® with 38 years of experience in the financial industry. He is the sole advisor at De Rosa Asset Management, LLC, an independent firm he established in 2024. Prior to this, he worked at Gateway Advisory, LLC for ten years. De Rosa Asset Management is a solo practice that provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tactical, systematic investment approach using technical analysis and momentum indicators to allocate among equities, cash, and ETFs, tailoring portfolios to client objectives and risk tolerance.

Diane Hall is a financial advisor with Gateway Financial Advisors Texas, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. and Smarter Financial Solutions. Outside of advising, she manages an equine business and holds the Certified Divorce Financial Analyst designation, providing specialized divorce planning services. Gateway Financial Advisors Texas serves individual and high-net-worth clients with tailored portfolio management and comprehensive financial planning. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build diversified portfolios aligned with clients’ goals and risk tolerance, offering regular reviews and ongoing monitoring.

Toni Ann Dorsey is a financial advisor at Navy Federal Investment Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, KeyBank, and First Command Financial Planning. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through a range of model-driven portfolios managed by third-party firms.

Jonathan Ellefson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Intervest International Equities Corporation for 32 years before joining Ausdal in 2024. Outside of advisory work, he operates Ellefson & Associates, a business through which he continues to conduct investment-related activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through both discretionary and non-discretionary accounts with a broad range of investment options.

Cally Weight is a financial advisor at First Command Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2015. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management solutions.

Jaylynn Gibson is a financial advisor at First Command Advisory Services in Waco, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining First Command, she served five years in the U.S. Army. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that offers financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led planning relationships and provides structured engagement cycles through its Tailored Professional Services and Asset Management Solutions programs.

Isaiah Birkel is a Series 66-licensed financial advisor with Empower Advisory Group in Killeen, TX, bringing experience from both financial services and entrepreneurial ventures. His background includes roles at Bankers Life & Casualty Company and ownership of Delivering Delights LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Ramon Jimenez is a financial advisor with First Command Advisory Services in Belton, TX, holding a Series 66 designation and four years of industry experience. He has worked extensively within various First Command entities since 2021. Outside of his advisory role, he owns and manages two non-investment-related businesses, Epiphany Management Solutions, LLC and Epiphany Real Estate, LLC, and serves on the boards of two small nonprofits focused on community support. First Command Advisory Services serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary asset management based on in-house model portfolios.

Tom Mitchell Jr. is a financial advisor with First Command Advisory Services in Georgetown, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been involved with affiliated First Command entities since 2014. First Command serves a diverse client base, including individuals, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage, insurance, and banking products through its multi-service platform. The firm emphasizes advisor-led, face-to-face financial coaching and structured planning engagements, supported by an in-house investment management team that manages discretionary model portfolios.

Castulo Vera is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. He has been with First Command and its affiliated entities since 2018. Outside of his advisory role, he owns Vera Family Financial Services, LLC, which supports his work with First Command. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured planning engagements supported by an in-house investment management team.

Jaime Torres Mendoza is a financial advisor at First Command Advisory Services with five years of industry experience and a Series 66 designation. He has held multiple roles within First Command since 2020 and currently serves as a Clinical Laboratory Scientist at Robertson Blood Center. Mendoza is also an adjunct professor at Central Texas College, where he teaches new Medical Laboratory Technicians. First Command Advisory Services provides financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products to individual, high-net-worth, corporate, and charitable clients. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement alongside discretionary model portfolio management through its in-house Investment Management Team.

Michael Mower is a ChFC® and Series 66-registered advisor with First Command Advisory Services, based in Temple, TX, with six years of industry experience. His prior roles include positions within multiple First Command entities and Central Texas College. Outside of his advisory work, he is the owner of Mower Wealth Management LLC and serves on the Central Texas College Foundation Board of Directors, where he assists with fundraising for student scholarships. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform emphasizing ongoing, advisor-led financial planning and discretionary asset management using in-house portfolio management and fundamental manager analysis.

Daniel Gonzalez is a ChFC® credentialed financial advisor with nine years of industry experience. He has worked with First Command Advisory Services, First Command Financial Planning, and First Command Insurance Services since 2016, following a three-year tenure in the US Army and a brief period at Edward Jones. Gonzalez is based in Georgetown, TX. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, ongoing planning engagements supported by an in-house investment management team.

John Corridon is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at First Command’s affiliated entities and non-financial positions at companies such as Home Depot and Papa Johns. Outside of finance, he has experience in diverse fields including construction and a brief role in entertainment under the name "Clowning Around." First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes face-to-face financial coaching, structured planning engagements, and uses in-house investment management to construct and manage model portfolios.

Gavin Plowman is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously served in the U.S. Army. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and provides tailored professional services on a 12-month engagement cycle.

Byron Rogers is a financial advisor with First Command Advisory Services in Kempner, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services and First Command Financial Planning, Inc. since 2015. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that features financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution via affiliated entities. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month engagement cycles through its Tailored Professional Services program.

James Fazio is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 credentials and three years of industry experience. He has been with LPL Financial and Beronio Wealth Planning since 2019. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team that constructs model portfolios and provides both strategic and tactical investment implementations.

Kyle Jeter is a Series 66-credentialed financial advisor with Edward Jones in Killeen, TX, where he has worked since 2009. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Fremont Hodson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 16 years at SII Investments, Inc. In addition to his advisory role, he is a licensed insurance agent specializing in non-variable insurance products such as universal life and long-term care insurance. 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 a range of investment solutions supported by an in-house research team and combines advisory services with insurance and annuity product offerings.

Norman Mitchell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors since 2001 and has worked with Primerica Financial Services since 2000. Outside of advisory services, he is involved in the sale of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

David Mitchell is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Bankers Life in various advisory and securities roles. Outside of his advisory work, Mitchell serves as a board member for the Kiwanis Club, contributing to youth service activities in his community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service components.

Kyle Huitt is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His prior work includes roles at Baylor University as a graduate assistant and independent research for a private individual focused on cataloguing historical works in philosophy and theology. He also owns a web design and development business, maintaining client websites. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Brian Ward is a financial advisor with Primerica Advisors in Georgetown, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2021 and has prior experience with Primerica Financial Services dating back to 1998. Outside of his advisory role, he is a partner in JSBC Enterprises, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Tyler Nelson is a financial advisor with Edward Jones in Harker Heights, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for Forvis LLP for five years. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

James Judd is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments, Inc. since 2012 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Evan Hodson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 16 years with SII Investments, Inc. In addition to his advisory role, Hodson has been a licensed agent for fixed insurance products since 1991. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

David Torquato 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 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bryan Reed is a financial advisor at Edward Jones in Killeen, TX, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and also serves in the United States Army, a role he has held since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Ruby Rivera is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo Bank. Ruby is currently based in Orlando, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures and delivery platforms.

Hugh Menking is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 financial advisors.

James Stubbs is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a network of more than 23,700 financial advisors across the United States.

Peter Beronio is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with LPL Financial since 2009. Beronio also operates Beronio Wealth Planning Solutions as a DBA for his LPL business. 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 a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Alan Horn is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Horn serves as Vice President of the Military Officer's Association of America in Harker Heights, TX, where he assists in conducting meetings and organizing an annual golf tournament to raise scholarship funds. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

Ronald Gebhardt is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. He previously served in the United States Army from 2014 to 2023. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Kenny Kelarek is a financial advisor with Raymond James Financial in Killeen, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Oak Crest Advisors, Edward Jones, and Baylor Scott & White Health. Outside of his advisory role, he owns a football officiating business serving local schools and colleges and serves on the finance and investment committee of First Baptist Church in Salado. 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 provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling, supported by firm research and a broad affiliate network.

Ryan Ransom is a financial advisor with Raymond James Financial, holding the CFP®, ChFC®, and Series 66 designations, and has 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Raymond James Financial in 2022. Outside of his primary role, he is the managing member of Ransom Financial Services LLC and serves as an independent contractor at Oak Crest Advisors LLC, both of which involve financial planning and advisory services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive emphasis on advisory and implementation-support services rather than discretionary management.

Neil Poehlmann is a financial advisor at Edward Jones in Killeen, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked six years at Don Ringler Auto Group. Outside of his advisory role, he serves as Purser for the Knights of Columbus Assembly in Belton, TX, managing the organization's financial records and payments. 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 approximately $1.01 trillion in assets and provides a range of advisory services through a nationwide network of over 23,000 advisors.

Eric Phelps is a financial advisor with LPL Financial in Salado, Texas, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Cadence Bank, Infinex Investments, Ameriprise Financial Services, Investment Professionals, and National Bank. Outside of his advisory work, he serves as a soccer official for the Fort Hood Soccer Referee Association. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Luther Stene is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Concourse Financial Group Securities Inc. Outside of his advisory role, he is president of Immanuel Lutheran Church, where he oversees congregational and executive committee meetings. He also operates VetUsa Advisors, providing insurance, investment, and benefits education services to military veterans. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad institutional platform.

Colton Anderson is a financial advisor at Edward Jones in Killeen, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at Nalco Champion and Moore Supply Company. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Kevin Thomas is a CFP® professional with 12 years of industry experience, currently serving at Equitable Advisors since 2019. His prior experience includes roles at Axa Advisors and Primerica Financial Services. He is involved with the Killeen Heights Rotary Club as a Public Image Board Member Committee Lead. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Jaime Madrid is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.