Todd Swonke

Bryson Stacy is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Flexitallic, Critical 2 Way, and Best Buy. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Seale is a financial advisor with Edward Jones in Baytown, TX, holding CFP® and ChFC® designations and registered Series 63 and Series 66. He has 21 years of industry experience, all with Edward Jones since 2004. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.

Jana Ballinger is a financial advisor with Edward Jones in Baytown, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at the Baytown Chamber of Commerce and various credit unions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Hannah Briggs is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Presidio Wealth Partners, Avidian Wealth Solutions, Fidelity Investments, and Equitable Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines modeling, research, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Sylvia Guerra is a financial advisor with Edward Jones in Mont Belvieu, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America and Wells Fargo Clearing. She also briefly operated SOS Natural LLC in 2017. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary strategies along with affiliated investment products.

Patrick Foy is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to this, he was associated with Raymond James Financial for 10 years and has operated the Patrick Foy Financial Group since 2008. In addition to his advisory work, he holds a public notary commission. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides various investment solutions tailored to client needs.