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.

Thomas Pazera is a CFP® with 45 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2006. He has also been involved with Pazera Capital Management Inc. since 1984. Outside of his advisory roles, he owns TJP Investments LLC, a real estate office building rental business. 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 approaches and investment strategies tailored to client needs.

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.

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.

Elizabeth Gonzalez is a CFP®-certified financial advisor at Edward Jones with 12 years of industry experience, all spent at the firm since 2014. She serves clients out of Rockport, TX. Outside of her advisory role, she is a board member of the Aransas County Council on Aging. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Pat Johnson is a financial advisor with Morgan Stanley in Rockport, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of the standalone program.

Brad Feldman is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Raymond James Financial Services Advisors Inc. and Security Service Federal Credit Union since 2015 and works with Security Service Investment Group in a non-investment support role focused on brokerage account services. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.

Philip Volpe is a financial advisor with Morgan Stanley in Rockport, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with various Morgan Stanley entities since 2009. Outside of his advisory role, he is the sole proprietor of an agriculture business based in Victoria, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured planning tools and strategies developed by its Global Investment Committee.

Sue Dieterich is a financial advisor with Morgan Stanley in Rockport, TX, holding a Series 63 designation and possessing 33 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, utilizing firm-approved tools and methodologies such as Monte Carlo simulations to support client planning needs.

Angela Goodwin is a financial advisor with LPL Enterprise, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Thrivent Investment Management, Bank of America, Merrill, and Geneos Wealth Management. Outside of her advisory work, she is involved in direct sales for Mary Kay. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, with a range of securities and insurance products available through its affiliated broker-dealer and insurance agency.

Eric Mc Lester is a financial advisor at Edward Jones in Portland, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Bank of America and spent several years in education with the Aransas County Independent School District and Jan & Elly English Language School. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Harold Mccoy is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo Clearing in 2019, he worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Kathleen Clark is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Portland, TX. Outside of her advisory role, she manages a residential property in St. Louis, MO. 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 advisors.

Jason Staff is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at Symphonic Financial Advisors and Symphonic Securities for eight years. Outside of his advisory role, Jason is involved in personal training and owns a retail sales and distribution business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals and multiple account platforms.

Glenn Escovedo is a financial advisor with LPL Financial in Portland, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2008 and also works with IBC Bank, where he has been since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Farah is a Series 66-registered financial advisor with Morgan Stanley in Rockport, Texas, bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Farah serves as treasurer and board member of the Roscher Estate Property Owners Association and is a partner in a technology venture, PlayerWatch LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and modeling tools in its planning approach.

Sara Janak is a CFP® with eight years of experience and is currently affiliated with Edward Jones in Rockport, TX, where she has worked since 2013. Outside of her advisory role, she assists with operations in a family-owned cattle business and supports a water treatment systems company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products through a large national network of advisors and offices.

Samuel Spears is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member for the Cara Hobbs Foundation, which supports brain cancer research. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of over 23,000 financial advisors.

Tom Ann Caster is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Ameriprise in 2019, she worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 16 years. She also works with franchised Ameriprise practices to support business development and operational efficiencies. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Parker Brown is a CFP® professional with 13 years of industry experience, currently advising at Edward Jones since 2021. Prior to joining Edward Jones, he spent nine years with Fidelity Investments. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a widespread network of financial advisors and branch offices.

Bill Wilson is a financial advisor at Morgan Stanley in Rockport, TX, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, following six years at American Bank. Outside of his professional role, he serves as Chairman of the Steward (finance) Committee for First Baptist Church in Portland, TX. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by firm-approved tools and research.

Mayra Moreno is a financial advisor with Morgan Stanley in Rockport, TX. She holds Series 63 and Series 65 licenses and has over a year of experience in the industry. Her previous roles include positions at Wells Fargo Clearing, Wells Fargo Bank, nA, and WoodForest National Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its financial planning process.

Ryan Williams is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Kestra Investment Services, LLC and NFP Retirement, Inc. from 2014 to 2024. Outside of his advisory role, he owns an art business, Ryan B Williams Art. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Angela Ruddock is a CFP® with 31 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2023. She previously worked at Symphonic Securities and Symphonic Financial Advisors for over 17 years. Outside of her advisory role, she serves as a director for the National Santa Gertrudis Youth Foundation, volunteers with the Tivoli Volunteer Fire Department and Refugio County Area Go Texan, and holds board and treasurer positions at the Rockport Center for the Arts. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

Elizabeth Ackman is a financial advisor at Edward Jones in Portland, TX, holding CFP® and Series 66 designations with nine years of industry experience. She has worked at Edward Jones since 2016 and previously spent 16 years at Air Liquide. Outside of her advisory role, she serves as vice president and secretary of Koru Holdings, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options under a fiduciary standard.