Brody Kane Jasso

Mark Garcia is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and bringing seven years of industry experience. He has worked at Mutual Advisors since 2018 and concurrently operates an insurance agency, D-MAC Services, LLC. Garcia also serves as the president of the Sweetwater Independent School District board. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion through a combination of active and passive strategies tailored to client objectives.

Jeremy Dodd is a CFP® certificant with 26 years of experience in the financial services industry. He has worked at Mutual Advisors, LLC since 2017 and previously spent 14 years with Investment Centers Of America, Inc. Outside of his advisory role, he serves as a deacon responsible for media and public relations at the 4th Elm Church of Christ and holds board positions with the Sweetwater Chamber of Commerce and Sweetwater Education Foundation. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm manages portfolios using both active and passive strategies, employing multiple analytical approaches and third-party tools to tailor investment allocations, and is notable for its significant institutional business including sovereign wealth fund clients.

John Mcpherson is a CFP® professional with 23 years of experience in the financial services industry. He has been with Mutual Advisors, LLC since 2017 and has prior experience at Investment Centers of America and Mutual Securities, Inc. Outside of advising, he is an insurance agent and serves on a church committee in Sweetwater, TX. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion. The firm offers a range of advisory services using both active and passive strategies with a focus on diversification and client alignment, supported by multiple analytical approaches and specialized platforms.

Jason Blake is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.