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.

William Pier is a financial advisor at Barton Financial Group LLC with a Series 65 credential and one year of industry experience. He previously worked at New York Life Insurance Company and St. Mary's Catholic Center. Barton Financial Group serves individuals, employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach combining passive and active vehicles, emphasizes long-term holding periods, and integrates institutional technology and model resources to tailor portfolios to client goals and risk tolerance.

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.

Tammie Parran is an investment advisor representative with ELE Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her career includes roles at multiple affiliated entities within the ELE group since 2001. Outside of advisory services, she is involved in several business ventures, including leadership positions in coaching and consulting, logistics, a mobile cigar lounge, and co-ownership of companies providing drug testing and concession services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, and third-party adviser selection, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and reviews.

Cameron Jensen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cross Financial Advisors. His prior experience includes roles at Fidelity Investments and Strategic Advisors Inc. Outside of his advisory work, he owns By The Tree Designs, LLC, a business focused on awards and commemoration. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutions. The firm offers tailored portfolios and a variety of advisory solutions through custodial and model platforms, operating within an ownership structure affiliated with an accounting-firm holding company.

Lucien Craig is a financial advisor with United Advisors America who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several firms, including LPL Financial and Level Four Advisory Services, and is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios, primarily employing mutual funds and ETFs.

Melissa Perez Leblanc is a financial advisor at Global Investment Advisory with Series 65 and Series 66 credentials and six years of industry experience. She worked at Girard Securities for ten years before joining Global Investment Advisory in 2025. Global Investment Advisory provides fee-based, discretionary portfolio management and turnkey asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both non-high-net-worth and high-net-worth clients, employing a tactical allocation strategy combined with fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

Johnathan Aelmore is a CFP® with 15 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2019. He previously worked at Mariner Wealth Advisors and Mercer Global Advisors. Outside of his financial advisory role, he owns and operates Raider Ranch, a registered Texas Longhorn cattle breeding business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, often incorporating third-party managers and offering educational workshops and pension consulting.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisers and emphasizes client-directed solutions using third-party managers and model portfolios.

John Dowdall is a financial advisor with Planmember Securities Corporation in Fulshear, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at Elite Plus Financial & Retirement Services since 2018 and previously with College Funding Solutions, Texas Infinite Wealth Planners, and Metropolitan Life Insurance Company. Outside of his role at Planmember, he is a financial representative at Elite Plus Financial & Retirement Services, where he is involved in the sales of securities and insurance products. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

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.

Blake Greer is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own advisory business, Greer Wealth Management, since 2013. Prior to joining Cetera, he was with Concourse Financial Group Securities Inc for 12 years. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary services through a network of over 6,800 advisors and multiple program options.

Mary Faucett is a financial advisor at Edward Jones in Fulshear, TX, holding a Series 66 designation. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emory Guest is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial since 2010. He is also the president and owner of Action Advisors, Inc., overseeing internal operations including bookkeeping, marketing, sales, and service. In addition to his advisory role, he manages fixed insurance businesses through multiple agencies, including Cinco Ranch Financial and Guest Agency. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Michael Kovar is a financial advisor with Primerica Advisors in Sealy, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Mushtaq Ahmed is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 1999, having previously worked with AXA Advisors, LLC. Outside of his advisory role, he is involved with Synergy Life Brokerage Group LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Felise Anderson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. She has worked at Charles Schwab in various capacities since 2014, including roles at Charles Schwab Bank and Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and thorough due diligence on alternative investments.

Jonathan Cheatham is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at various Raymond James entities since 2012 and briefly at JPMorgan in 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to tailor recommendations while leaving final decision authority with clients.

Kevin Hanath is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Right at Home in Brenham from 2014 to 2017. He holds a Series 66 designation. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Hippler is a financial advisor with Edward Jones in Fulshear, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he receives U.S. military retired pay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Cameron Kershner is a financial advisor with Edward Jones in Sealy, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages a cattle farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

Kent Beard is a financial advisor with Edward Jones in Fulshear, TX, holding Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kyle Mueller is a financial advisor with Edward Jones in Bellville, TX, holding the Series 66 designation and bringing over nine years of industry experience. Prior to joining Edward Jones in 2024, he worked at Bank of Brenham for eight years and Industry State Bank for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Messier is a financial advisor at OSAIC with 40 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 36 years before joining OSAIC in 2025. Messier holds a Series 63 designation. In addition to his advisory role, he is also licensed as an insurance agent, selling fixed life, health, accident, and long-term care insurance, as well as fixed and indexed annuities. OSAIC is a large investment advisory and broker-dealer firm serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and investment options, utilizing technology-driven portfolio management tools and maintaining access to multiple custodial platforms.

Aaron Kilpatrick is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent six years at Deloitte & Touche LLP and operated a shaved ice business for one year. He is also a member of Jordan K Radiant LLC, a photography business based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Krystal Fritsch is a financial advisor at Edward Jones in Sealy, TX, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at Kiewit. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jared Kainer is a financial advisor with Edward Jones in Brookshire, TX, holding a Series 66 credential and beginning his advisory career in 2025. Prior to his role at Edward Jones, he worked in various positions including at Hewlett Packard Enterprise and has been self-employed as well as involved in managing Kainer Cattle Company, where he handles seasonal cattle management and sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm is notable for its extensive retail advisor presence and affiliated capabilities such as trust services and proprietary mutual funds.

Paul Bast is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is engaged in the sale of vintage clothing through his self-employed business, Nomad Dad Vintage. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with oversight provided by an independent due-diligence consultant and trading delegated to BNY Mellon Advisors.

Andrew Krampitz is a financial advisor with Edward Jones in Sealy, TX. He holds the CFP® designation and Series 66 license and has 15 years of industry experience, including over 16 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Greg Macha is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles at CenterPoint Energy, Maersk Drilling USA, Frontline Power Construction, and North Houston Pole Line. Outside of his advisory work, he owns and manages a cattle operation and a sole proprietorship involved in park management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Terry Hoover is a financial advisor with Edward Jones in Bellville, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is active in his community as a member of the Lions Club and serves in various capacities at the First Baptist Church, including as a deacon and on the mission and personnel committees. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.