Taylor Starnes

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.

Monte Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Byrd also operates as an independent insurance agent and is involved in estate planning through the M.C. Byrd Company. 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 manager solutions, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.

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.

Jeffery Musgrove is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management, Gradient Advisors, and Bayou City Financial Advisors. In addition to his advisory role, he is involved in a marketing business through Tactical Marketing and Management Associates, LLC. Simplicity Wealth serves a diverse client base, including individual and high-net-worth clients as well as financial intermediaries. The firm employs a model-driven, fund-of-funds investment approach and provides technology, operations, and managed account services to advisers and institutions.

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.

Erick Miron is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including BBVA Securities Inc. and Prosperity Bank. Miron is also associated with Prosperity Private Investments as a financial advisor. 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, utilizing asset-allocation analysis and firm research to develop tailored recommendations.