Anthony 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 financial advisor at CWM, LLC with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at Cetera Advisor Networks LLC and LPL Financial. In addition to advisory services, he is involved in the sale of fixed insurance products, including life, disability, annuities, and long-term care insurance. CWM serves a broad range of clients including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners.

Richard Robie is a financial advisor with CWM, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and LPL Financial LLC. Outside of his advisory work, he serves as president of the Rotary E-Club of Houston and vice president of membership for the Brazosport Toastmasters Club. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Devin Knapp is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Weaver & Tidwell, LLP from 2016 to 2017. Outside of his advisory role, Knapp coaches group fitness classes at a CrossFit gym. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

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.

Sonja Nelson is a Series 66 licensed financial advisor with Edward Jones in Lake Jackson, TX, where she has worked since 2016. She has seven years of experience in the industry and previously was self-employed in a homeschool instructional cooperative for eight years. 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 advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.