Hector Mendez

Chad Tacia is an Investment Adviser Representative at Your IA, LLC with 11 years of industry experience. He holds the Series 63, 65, and 66 designations and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. He is also a member of Chad Tacia Consulting LLC, a pass-through entity for business expenses. Your IA, LLC is an SEC-registered advisory firm that offers customized investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm utilizes model portfolios and third-party managers while maintaining trading authority and provides both discretionary and non-discretionary mandates.

Andrew Sekula is a financial advisor at Dynamic with a Series 65 designation and no prior advisory industry experience. He also works full-time as a tax advisor and accountant with Craig Nieschwietz, PLLC. Prior to his current roles, he held positions at EOG Resources and Brehm, Havel & Company, LLP. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory support services. The firm emphasizes a long-term, client-specific investment process and provides notable support for other advisers through technology, operational assistance, and sub-advisory services.

Craig Nieschwietz is a financial advisor with Dynamic who holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Brehm, Havel & Company, LLP, Kmc Capital Management, and his own CPA practice, Craig Nieschwietz PLLC. In addition to his advisory work, he manages a CPA practice. Dynamic serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific approach and provides support to other advisers through technology, compliance, and research resources.

Kathryn Prescott is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Lyssy is a financial advisor with Raymond James Financial Services Advisors Inc. based in Floresville, TX, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with Raymond James since 2015 and also manages SL Operations LLC, which supports his practice by handling administrative functions. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice through risk profiling and firm research while offering multiple implementation options.

Anton Dziuk is a financial advisor with Ameriprise in Falls City, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves on the boards of Commerce Bank Texas and the Falls City Education Foundation, and is involved in family ranch hunting operations through a management LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies, delivering non-discretionary recommendations in collaboration with advisors like Dziuk, and provides a broad range of advisory, brokerage, and insurance solutions.