Derek Joseph Macha

Sandrea Crivellari is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services for 17 years before joining Beacon Pointe in 2025. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive strategies across various asset classes.

James Faucett is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. 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 and offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ann Hundl is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2016. Outside of her advisory role, Hundl serves as Chief Financial Officer for Inertia Power LP and TarHawk Energy LP, and is a trustee on the board of Wharton County Junior College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Austin Patranella is a financial advisor with Raymond James Financial in El Campo, TX. He holds a Series 65 designation and has been with Raymond James and Croix Wealth Management since 2026. Prior to his advisory role, he worked in various positions including at Glo Premier Auto Spa and Texas A&M University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance services.

Mary Faucett is a financial advisor at Edward Jones in Wharton, TX, holding a Series 66 designation with one year of industry experience. She previously operated Mary Faucett Consulting from 2014 to 2022 and worked as a homemaker from 2022 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Paul Curran is a CFP® professional with 19 years of industry experience, currently affiliated with Raymond James Financial. He has worked with Raymond James Financial Services Advisors, Inc. since 2016 and has served as Vice President at Prosperity Bank since 2014. His background includes roles at Cetera Investment Services and ongoing responsibilities at ProsperityPrivate Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical modeling and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.