Tom Ann Ecker

Joseph Pazera is a Certified Financial Planner® with 12 years of experience in the financial services industry. He has worked at Geneos Wealth Management, Inc. since 2014 and also operates under Pazera Capital Management. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining discretionary trading with continuous account monitoring.

Michael Pazera is a CFP® with 20 years of industry experience, currently serving at Geneos Wealth Management, Inc. and Pazera Capital Management Inc., both since 2008. He is a board member of the Southlake Community Enhancement and Development Corp and a partner in Slump Buster Collectables. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic strategies and discretionary trading authority to manage assets through customizable portfolios and third-party money manager referrals.

Bradley West is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses 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 in its financial planning approach, serving a large participant base through a model closely aligned with affiliated Empower entities.

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, holding Series 65 and Series 63 licenses. He has worked in financial services since 2022, with previous experience in software and technology companies including Q2 Software and Electronic Arts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party model portfolios, with a notable scale of over 22,800 advisors and $819 billion in discretionary assets under management.

Kaelyn Du Bose is a Series 66-licensed financial advisor with Edward Jones, based in Rockport, TX, with approximately two years of industry experience. Prior to her current role, she has been involved with Edward Jones since 2022 and has experience operating a family farm in agriculture. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its advisory services through a large network of financial advisors and branch offices nationwide.