Caroline Richmond

Matthew Nelson is a financial advisor at Gulf Coast Financial Advisors with credentials including Series 63 and Series 65 licenses. He has over 25 years of experience in the financial services industry, having worked previously at Lawing Financial Inc., Cambridge Investment Research Inc., Prime Capital Investment Advisors, LLC, and xCel Business Brokerage and Consulting. Gulf Coast Financial Advisors serves individuals, small businesses, trusts, estates, and qualified retirement plans, managing approximately $32.4 million for about 96 clients. The firm provides customized investment management and financial planning, utilizing a blend of technical and fundamental analysis across various asset classes, while also offering educational outreach through radio and podcast programs.

Harold Richmond is a financial advisor with Edward Jones in Buffalo, Texas, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Richmond is also the owner of Richmond4 LLC, a disregarded entity based in Marquez, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Lee Harcrow is a financial advisor at Edward Jones in Buffalo, TX, holding the Series 66 designation with six years of industry experience. His prior roles include positions at Ernst & Young, LLP, Thomas E Harcrow, Jr., CPA, and Harcrow & Harcrow, P.C. He has been with Edward Jones since 2019. 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 through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Gary Scott is a CFP® credentialed financial advisor with UBS Financial Services, bringing 21 years of industry experience. He serves as Vice President of Kachinka, Inc., a role he has held since 2002. Outside of his advisory work, he is a member of the Finance Committee at the Geneva School of Boerne, where he provides guidance on budgeting, fundraising, cash flow, and investing. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and capital market assumptions to tailor strategies to clients' goals and risk tolerances.