Anthony Joseph Lopez

Michael Degan is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously with Appreciation Financial, Bluebell Construction, and Team Velocity Marketing. Outside of his advisory role, he is involved in insurance and annuity sales as a field sales associate. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for about 4,000 clients.

Jeffrey Fattig is a CFP® professional affiliated with CWM, LLC, who has 21 years of experience in the financial services industry. His career includes roles at Cetera Advisor Networks and LPL Financial, along with over a decade at CWM, LLC and in retirement planning and wealth management. He is also licensed as an insurance agent, selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary accounts using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Richard Robie is a financial advisor with CWM, LLC who holds a Series 63 designation and has 41 years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC and LPL Financial LLC. Outside of his advisory work, he serves as vice president of membership for Brazosport Toastmasters Club and is president of the Rotary E-Club of Houston. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis through model portfolios governed by an internal Investment Committee.

Devin Knapp is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Weaver & Tidwell, LLP. Outside of his advisory role, Knapp coaches group fitness classes at a CrossFit gym in Richwood, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Matthew Shoemaker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Flowserve Corporation for 20 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Kyle Mc Lachlan is a financial advisor with Ameriprise in Manvel, Texas, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he worked at Surveying and Mapping, LLC and Texas A&M University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports through a centralized consulting team.