Mark Howell is a financial advisor with UBS Financial Services in Round Top, Texas, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he serves as a general partner managing assets for a family limited partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Matthew Hance is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Edward Jones since 2016 and briefly at Texas A&M University in 2016. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds, tax-efficient services, and a fiduciary standard.

Reece Cernoch is a financial advisor with LPL Financial in Round Top, TX, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management.

Walt Green is a Series 66-licensed financial advisor with Edward Jones in Giddings, TX. He has one year of industry experience and previously worked at Caldwell Intermediate ISD and Aflac/VIP. Green also served in the United States Marine Corps Reserves from 2016 to 2022. 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 operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Dustin Gersch is a CFP® professional with 18 years of experience in financial advising, currently affiliated with Cetera. He has held positions at several firms, including Ameriprise Financial Services and Avantax, and manages his own seasoning company, Paleo Powder Seasonings LLC. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering a range of portfolio management, financial planning, and retirement solutions that combine discretionary and non-discretionary services alongside access to third-party managers and model portfolios.

Lindsey Boriack is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked with multiple firms including Avantax Investment Services and Alliance Wealth Strategies. Outside of her advisory role, she is involved with Boriack Custom Designs, a retail products and design consulting business managed by her husband, where she assists with bookkeeping. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with multiple program structures and third-party managed options.

Bradley Van Houten is a PFS™ credentialed financial advisor with three years of industry experience, currently with Cetera in Round Rock, TX. His career includes roles at Dauntless Wealth Management LLC and Avantax Advisory Services. Outside of advisory work, he serves as Treasurer for the Round Rock Police Foundation, a nonprofit supporting the local police department, and is involved in managing a CPA firm as well as operating a business offering tactical shooting and handgun classes. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining retirement plan capabilities with trust and institutional resources uncommon for a firm of its size.

Micah Oliver is a CFP®-designated financial advisor with Edward Jones, based in Smithville, TX, and has 10 years of industry experience. He has been with Edward Jones in various roles since 2014, with a one-year interval at TrueCar from 2016 to 2017. Outside of his advisory work, he is involved in vacation rental management through C & D Oliver Investments LLC and is a managing member of C & D Oliver Aviation LLC, an aircraft ownership entity. 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 wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.