John Herndon is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Edward Jones in Dayton, TX, having previously worked at Fidelity Brokerage Services, Invesco Investment Services, and held other roles including a position at Anheuser-Busche InBev. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in its category.

Moria Bailey is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Humble, TX. She has seven years of industry experience and has been with Edward Jones since 2014. 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Christopher D'Camp is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked at Walgreens for 19 years. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ross Ward is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Chase, American Beacon Advisors, Resolute Investment Managers, and Invesco. Outside of his advisory role, he serves as a City Councilman in Liberty, Texas, where he participates in setting local ordinances and codes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pensions, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Rachel Odell is a financial advisor at Edward Jones with 15 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Odell serves as the Vice Chairman of the Liberty Dayton Chamber of Commerce. 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, operating under a fiduciary standard.

Tirzah Haiola is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Her prior experience includes roles at Bank of America, N.A. and Bank of Hawaii. She is also affiliated with Louisiana State University Shreveport. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, by offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates tax-efficient investment strategies and benefits from its affiliation with Bank of America’s broader banking and capital-markets platform.

Lara Umberger is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices.

Stephen Dugger is a financial advisor with Edward Jones in Liberty, TX, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

Leslie Herndon is a financial advisor with Edward Jones in Dayton, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions across a nationwide network of more than 23,700 advisors.

Dustin Gatlin is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he operates a family farm focused on cattle sales and manages a pasture lease in Liberty, Texas. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.

Evan Weibel is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent eight years at Invesco Advisers, Inc. 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 through a nationwide network of over 23,700 advisors and offers a broad range of advisory programs and affiliated investment products.

Julio Castillo Cuevas is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Primeway Federal Credit Union. Merrill serves a wide range of clients—including individuals, retirement plans, corporations, and institutional investors—offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategies and manager-constructed portfolios, supported by oversight from its chief investment office and integration with Bank of America affiliates.

Aaron Barnes is a Series 66-licensed financial advisor with Edward Jones in Humble, TX, where he has worked since 2019. He has six years of industry experience, including five years with Humble ISD prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and access to affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Susan La Cour is a financial advisor with Edward Jones in Liberty, TX. She holds the CFP® and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones in 2019, she worked in education with Hardin ISD and Chrysalis School. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a trust company.

Bryan Reynolds is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes over two decades at Cetera Investment Services LLC and 26 years at 1st Liberty National Bank. Cetera Investment Advisers serves a wide range of clients including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad institutional platform.

Tyler Moore is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Hologic, Inc. and Applied Medical, as well as time spent at Crosby ISD and Texas A&M University. 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Laura Taylor is a financial advisor at Edward Jones in Dayton, TX, holding the ChFC® and Series 66 designations with seven years of industry experience. She has been with Edward Jones since 2018, following five years at T&H Ventures, LLC, a consulting firm specializing in accounting and cash management, which she owns. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sandra Solis is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2016, including its affiliated entities. Outside of her advisor role, Solis is also a Senior Wealth Advisor at First Liberty Bank. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Perla is a financial advisor with Edward Jones in Crosby, TX, holding Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Liberty Mutual and several other firms across different industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad 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 with a nationwide network of more than 23,700 financial advisors.

Rachel Draughn is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked exclusively at Edward Jones since 2021. Prior to her advisory role, Draughn was involved with St. Mark's Episcopal Church and the Texas Classroom Teacher's Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Diana Weaver is a financial advisor at Edward Jones in Crosby, TX, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2014. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.