Sara Elizabeth Janak

Joseph Pazera is a CFP® with 12 years of industry experience, currently serving as an advisor at Geneos Wealth Management, Inc. since 2017. He previously operated Pazera Capital Management and continues to work under that business name. Geneos Wealth Management is an SEC-registered investment adviser managing over $5.5 billion in client assets, serving individuals, trusts, estates, corporations, and institutions. The firm offers financial planning and portfolio management with a range of advisory and money manager referral services, utilizing various analysis methods and investment strategies.

Michael Pazera is a CFP® professional with 20 years of experience in financial advisory services. He has been with Geneos Wealth Management, Inc. since 2008 and previously worked at Ameritas Investment Company, LLC. Outside of his advisory work, Pazera serves as a board member of the Southlake Community Enhancement and Development Corp and is a partner in Slump Buster Collectables. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, employing a range of investment strategies including fundamental and technical analysis, with both discretionary and non-discretionary account supervision.

Bradley West is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 designations 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 within plan lineups selected by plan sponsors.

Robert Wyckoff is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 credential and 18 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of his advisory role, he owns Texas Time Machine Rentals LLC, which rents replicas of the DeLorean time machine from the "Back to the Future" films, and he serves on the Finance Committee of Leon Springs Baptist Church. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.

Michael Crase is a financial advisor with LPL Financial in Rockport, TX. He holds Series 63 and Series 65 licenses and has been with LPL Financial and its affiliated FieldGuide Financial since 2024. Prior to joining the financial industry, he held positions at companies including Q2 Software and Electronic Arts. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supported by technology and a large network of advisors.

Kaelyn Du Bose is a Series 66 licensed financial advisor with Edward Jones, based in Rockport, TX, with two years of industry experience. Prior to joining Edward Jones, she has been involved in multiple business activities including ownership of a family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.