ADVISOR BIO

Alton Dean Thiele is a registered representative with Avantax Advisory Services. Alton is based in Belton, Texas and has been in the industry since October 3, 2000. Alton specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Alton is also an active member of several community organizations.

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ADVISOR BIO

Francesca Gervascio-franzen is a financial advisor at Raymond James Financial Services Advisors, Inc., located in Belton, Texas. Francesca has been in the industry since 2002 and holds the Series 7, Series 63, and Series 65 licenses. Francesca also holds the Certified Financial Planner designation. Francesca previously worked at BBVA Securities Inc. and USAA Financial Advisors, Inc. Francesca has experience working with individuals, corporations, and non-profit organizations. Francesca offers a variety of financial services, including financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Jacklyn Lackey is a financial advisor with The Ayco Company, LP, and is located in Belton, TX. Jacklyn has been in the industry since 2011 and has experience working with individuals, businesses, charitable organizations, and other investment advisors. Jacklyn holds Series 7 and Series 66 licenses as well as the SIE. In addition to providing financial planning, portfolio management, and educational seminars, Jacklyn also helps clients select other advisors.

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ADVISOR BIO

Kasey Luv Davis is an experienced financial advisor with over 20 years of experience in the financial services industry. Kasey is a CERTIFIED FINANCIAL PLANNER™ professional and currently works as a registered representative for Centaurus Financial, Inc. Kasey has previously worked with Signal Securities, Inc., Mutual Service Corporation, and SunAmerica Securities, Inc. Kasey is registered in multiple states and holds Series 6, 7, 24, 63, and 65 licenses.

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ADVISOR BIO

Mark Andrew Guajardo is a financial advisor with over 18 years of experience in the industry. Mark is currently registered with Raymond James Financial Services Advisors, Inc. and is a Registered Representative and Investment Advisor Representative. Mark has held positions with a variety of financial institutions, including Frost Brokerage Services, Inc., Investment Professionals, Inc. and USAA Investment Management Company. Mark is licensed in 49 states and holds licenses for Series 4, 7, 24, 52TO, 53, 63, and 66. Mark is dedicated to providing clients with personalized financial advice and services, with a focus on developing long-term financial plans. Mark's experience and knowledge allow Mark to provide clients with a comprehensive range of services, including financial planning, investment management, and retirement planning.

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ADVISOR BIO

Matthew Clayton Gunter is a financial advisor with Raymond James Financial Services Advisors, Inc., in Belton, TX. Matthew has been in the financial services industry for over 17 years. Matthew is registered with FINRA and has licenses to provide financial and investment services in 49 states. Matthew is a Certified Financial Planner and has experience in providing financial planning, portfolio management, and pension consulting services to a variety of clients. Matthew also provides educational seminars and support to business clients. Prior to joining Raymond James Financial Services Advisors, Inc., Matthew worked for EDWARD JONES.

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Patricia Wilder is a financial advisor in Belton, TX and has been in the industry since June 2014. She is currently registered with LPL Financial LLC and is licensed to offer securities and investment advisory services in several states, including Texas, Arizona, Colorado, New Mexico, New York, Virginia and Wyoming. Patricia has a diverse background in the industry and has previously worked with Edward Jones. She is dedicated to helping clients reach their financial goals and provides a range of services, including financial planning, portfolio management and retirement planning.

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ADVISOR BIO

Stephanie Lovria is a financial advisor with LPL Financial LLC. Stephanie has been in the industry since August 1, 2010. Stephanie has offices in Belton, Texas. Stephanie is registered with the state of Texas and Virginia. Stephanie has a Series 7, Series 66 and SIE license. Stephanie is a licensed Investment Advisor Representative. Stephanie is also affiliated with Arcuri & Associates Wealth Management, LLC and Private Advisor Group.

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ADVISOR BIO

Wendy Coleman is a financial advisor with over 10 years of experience in the industry. Wendy is currently registered with Centaurus Financial, Inc., a firm based in Anaheim, California. Wendy also holds a Series 66 and Series 7 license and has been actively involved in providing financial advice since 2008. Wendy has a strong background in financial planning and investment management. Wendy is committed to providing personalized financial guidance and helping clients achieve their financial goals. In addition to her role at Centaurus Financial, Inc., Wendy is also involved with TBG Wealth Management LLC and The Benefit Group, LLC.

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