Kathryn Prescott

Kathleen Kempf is a financial advisor with Your Path Financial LLC in Adkins, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at multiple firms including Purshe Kaplan Sterling Investments and Global View Capital Management, LTD. Kempf also writes and conducts educational and spiritual workshops related to money and finance through her role as president of Your Path 4 Prosperity LLC. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored investment strategies implemented primarily through third-party model portfolios and conducts ongoing manager monitoring and client reviews.

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.

Dominic Stanford is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank in various capacities since 2016, and previously worked at Frost Bank from 2013 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Meeks is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2017, following five years at J.P. Morgan Securities. Outside of his advisory work, he is employed as an overnight sanitation technician at a grocery store in San Antonio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lane Talbert is a financial advisor with Edward Jones based in La Vernia, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. 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.

Betty Cervantes is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.