Joseph Pazera

Michael Pazera is a CFP® with 20 years of industry experience, currently serving at Geneos Wealth Management, Inc. and Pazera Capital Management Inc., both since 2008. He is a board member of the Southlake Community Enhancement and Development Corp and a partner in Slump Buster Collectables. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic strategies and discretionary trading authority to manage assets through customizable portfolios and third-party money manager referrals.

Thomas Pazera is a CFP® with 45 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2006. He has also been involved with Pazera Capital Management Inc. since 1984. Outside of his advisory roles, he owns TJP Investments LLC, a real estate office building rental business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Bradley West is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Personal Capital Advisors Corporation and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach, serving a large participant base through a model closely aligned with affiliated Empower entities.

Kaelyn Du Bose is a Series 66-licensed financial advisor with Edward Jones, based in Rockport, TX, with approximately two years of industry experience. Prior to her current role, she has been involved with Edward Jones since 2022 and has experience operating a family farm in agriculture. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its advisory services through a large network of financial advisors and branch offices nationwide.

Elizabeth Gonzalez is a CFP®-certified financial advisor at Edward Jones with 12 years of industry experience, all spent at the firm since 2014. She serves clients out of Rockport, TX. Outside of her advisory role, she is a board member of the Aransas County Council on Aging. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Pat Johnson is a financial advisor with Morgan Stanley in Rockport, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of the standalone program.