Mark Southard

James Roeder is a CFA® charterholder and Series 63 licensee with 23 years of experience in the financial industry. He is the sole advisor at Noble Investors LLC, where he has worked since 2023. His prior experience includes roles at Invesco Distributors, Inc. and Van Kampen Funds Inc. Outside of his advisory work, Roeder serves as a director for the American Heritage Education Foundation and is a board member of the Clemson Institute for the Study of Capitalism. Noble Investors LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients, focusing on long-term investment strategies centered on large-cap U.S. equities alongside mutual funds, ETFs, fixed income, TIPS, and select international securities for diversification. The firm operates as a single-advisor practice emphasizing client-specific investment policy statements and discretionary trading.

James Sansoterra is the sole advisor at Sansoterra Group LLC in Fredericksburg, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Sansoterra Group LLC since 2005. Sansoterra Group provides discretionary portfolio management and investment advice primarily to trusts, individual retirement accounts, and retirement plans with a focus on preserving existing wealth. The firm uses a top-down, macroeconomic approach to asset allocation, emphasizing low turnover, tax and transaction cost control, and broad diversification while avoiding derivatives and technical trading.

Patrick Moore is a financial advisor at Private Group Wealth Management, LLC in Fredericksburg, Texas, with 22 years of industry experience. He holds a Series 63 designation and has worked as a CPA in his own tax and audit practice since 1979, which continues alongside his advisory role. His CPA practice involves preparing tax returns and auditing financial statements. Private Group Wealth Management provides investment advisory services to individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm uses model-based portfolio management combined with integrated financial, tax, estate, and business-planning advice, managing approximately $30 million across about 61 accounts.

David Mayfield is a financial advisor with Strategic Financial Concepts, LLC in Fredericksburg, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial LLC and Investment Centers of America, Inc. In addition to his advisory role, he works part-time at the Lady Bird Johnson Golf Course. Strategic Financial Concepts offers personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, and institutional clients, utilizing discretionary portfolio management, model portfolios, and third-party manager solutions with ongoing supervision.

James Mills is a financial advisor with Kestra Advisory who holds Series 63 and 66 licenses and has 35 years of industry experience. His prior firms include Cambridge Investment Research Advisors, Inc., and Ameriprise Financial Services, Inc. Outside of his advisory work, he is president of Rustic Spur LLC, a business that grows and sells wine grapes and markets finished wine under the Rustic Spur label. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving a client base that includes large institutional investors such as sovereign wealth funds.

Carolyn Munroe is a financial advisor with Edward Jones, holding a Series 66 designation and over 1 year of industry experience. She has been with Edward Jones since 2001 in various capacities. Outside of her advisory role, she occasionally provides pet sitting services to assist a friend. Edward Jones is a full-service wealth management firm serving both individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.