Monte Byrd

Edith Moreno is a financial advisor at M.C. Byrd Wealth Management, LLC in Bellville, TX, holding a Series 65 designation with seven years of industry experience. She has been with M.C. Byrd Wealth Management since 2016 and previously worked at Rainbow Litho from 2010 to 2016. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party managers, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.

Jay Boekeloo is a CFP® professional with six years of industry experience, currently serving as the sole advisor at High Note Financial LLC since 2022. His prior roles include positions at Timepiece Financial Planning, Inc., Middleton & Company, and work outside the financial sector in music and academia. Boekeloo holds a master’s degree in personal finance and financial therapy and conducts analytical work for an unaffiliated advisory firm in a non-client-facing capacity. High Note Financial LLC provides discretionary investment management, comprehensive financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs modern portfolio theory and long-term strategies with a focus on tax-aware implementation and behavioral finance, and offers participant education and group enrollment meetings for retirement-plan clients.

Caleb Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with M.C. Byrd Wealth Management since 2016. Prior to that, he spent a year at Baylor University. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles and combines in-house models with third-party managers to manage client assets, offering both discretionary and non-discretionary portfolio management along with retirement-plan consulting.

Paula Smith is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Principal Securities Inc. since 2003 and also maintains a longstanding role with Principal Life Insurance Company dating back to 1995. Outside her advisory work, she is the owner of a farm in New Ulm, TX, managed by her husband. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements.

Taylor Starnes is a financial advisor at Edward Jones with seven years of industry experience. He has held his current position since 2018 and holds a Series 66 credential. Prior to joining Edward Jones, he worked at Mattress Firm and Watch Station International. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Amy Kaase is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and Avantax Insurance Agency. She is also involved in managing client service and operations at DB Wehring Wealth LLC in Bellville, TX. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party money managers across various program structures.