Melissa Guttenberger

Sandrea Crivellari is a financial advisor at Beacon Pointe Advisors, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2008 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles while offering comprehensive wealth management and retirement plan consulting services.

James Faucett is a financial advisor with Edward Jones in Wharton, TX, holding Series 63 and Series 66 designations and with 20 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Ann Hundl is a financial advisor with Ameriprise in El Campo, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Ameriprise since 2016 and previously held roles at Ims Securities, Inertia Power, and AMH Financial. Outside of her advisory work, she serves on the Board of Trustees for Wharton County Junior College and is CFO of Inertia Power LP and TarHawk Energy LP. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paul Curran is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2016. He also holds the position of Vice President at Prosperity Bank, where he has worked since 2014. His prior experience includes two years at Cetera Investment Services LLC. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans supported by asset-allocation analysis and firm research.

Madeleine Sanger is a financial advisor with Edward Jones in El Campo, TX, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Texas Joint Products from 2012 to 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 and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Derek Macha is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Wharton, TX. He has 13 years of industry experience, all of which have been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branches.