Dustin Kyle Gersch

Mark Howell is a financial advisor with UBS Financial Services in Round Top, Texas, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he serves as a general partner managing assets for a family limited partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Matthew Hance is a CFP® professional with nine years of experience in the financial services industry. He 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Reece Cernoch is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 15 years of industry experience. He has worked at LPL Financial since 2012 and spent one year at Edward Jones prior to that. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Walt Green is a financial advisor with Edward Jones in Giddings, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Caldwell Intermediate ISD and Aflac/VIP, and served six years in the United States Marine Corps Reserves. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including both discretionary and non-discretionary strategies, with a large network of advisors and branch offices nationwide.

Lindsey Boriack is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. She has held roles at several firms including Avantax Investment Services Inc., Gersch Wealth Partners, LLC, and Alliance Wealth Strategies LLC. Outside of her advisory work, she is a member of Boriack Custom Designs, LLC, a retail products and design consulting business operated by her husband. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a range of discretionary and non-discretionary investment programs.

Bradley Van Houten is a PFS™ credentialed financial advisor with three years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Dauntless Wealth Management LLC and SOFAC Advisors, LLC. Outside of his advisory work, he is involved in multiple business activities, including managing a CPA firm and operating 335 Adventures, which offers tactical shooting and handgun classes. He also serves as treasurer for the Round Rock Police Foundation, a nonprofit supporting local law enforcement. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and advisory services, managing over $256 billion in assets across more than 10,000 advisors.