Robert Brown is the sole advisor at Brownsboro Financial, an independent registered investment adviser based in Lockhart, TX. He holds a Series 65 designation and has nine years of industry experience, including over ten years at Brownsboro Financial and Cottage Consulting Corp. Outside of his advisory work, Brown is involved in several non-investment businesses, including co-ownership of a pancake maker manufacturing company and a hospitality venture offering AirBNB-style accommodations, as well as participation in family ranch and commercial real estate businesses. Brownsboro Financial serves individual clients, including retail and high-net-worth households, providing discretionary portfolio management, third-party money manager recommendations, and comprehensive financial planning services. The firm primarily employs a passive investment approach using index funds and ETFs, with account supervision tailored to client-specific investment policies.

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Diane Binford is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 designations and has 43 years of industry experience. Her prior work includes multiple periods at Hilltop Securities Inc. and Southwest Securities Inc. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for model delivery and account management.

Kelsey Mullen is a financial advisor at Edward Jones in Lockhart, TX, holding a Series 66 designation. Mullen joined Edward Jones in 2025 and has prior experience in the hospitality and service industries. Outside of advising, Mullen is involved in event planning and participates in a business networking organization focused on establishing a local chapter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Nicholas Irwin is a financial advisor with Cetera, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Edward Jones, Merrill, and Bank of America, among others. Outside of his advisory work, he is co-owner of Ni-Hi Enterprises LLC, which supports the business operations of Dauntless Wealth Management. 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, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored and third-party solutions.

Michael Hosford is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation before joining LPL Financial in 2021. Outside of his advisory role, he owns Lone Ranger Leasing, Inc., a company that leases equipment. 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 range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Brian Wallace is a financial advisor with Edward Jones in Lockhart, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Thrivent Investment Management Inc and has eleven years of involvement with Seguin Brewing Company, where he served as president. 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 solutions supported by a large network of advisors and branch offices across the United States.

Joe Abbott is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and BBVA-affiliated entities. Abbott is also involved with First National Bank of Bastrop and Highland Capital Brokerage in financial advisory and insurance-related capacities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Leah Oliver is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and operates out of Bastrop, TX. Outside of her advisory role, she is involved in aircraft ownership through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Heidi Irwin is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for 12 years and is currently associated with Dauntless Wealth Management, LLC. 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 discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a range of model portfolios and third-party managed programs.

Cailin Mc Elrath is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2014, previously working at Stitch Fix for one year. Outside of her advisory role, Mc Elrath operates two clothing and textile businesses focusing on vintage and women's apparel, and maintains a personal blog covering fashion, lifestyle, mental health, addiction recovery, motherhood, and social justice topics. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services, offering a combination of non-discretionary and discretionary investment options supported by strategic asset allocation and alternative investment due diligence.

Andrea Bustamante is a financial advisor with Edward Jones in Cedar Creek, TX, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Security Service Federal Credit Union from 2011 to 2017. 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 through a large network of financial advisors and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mason Marozas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Royal Alliance Associates, INC., KU Student Money Management, Bixy, and ASA. 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 range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Adam Straznicky is a financial advisor at Edward Jones in Bastrop, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously served at St. John's United Methodist Church for five years. Outside of his advisory role, he works as a ceremonial officiant and is developing a mobile application product. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a nationwide network of over 23,700 financial advisors.

Clete Wegner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously at Transamerica Financial Advisors, Inc. from 2000 to 2016. Outside of advising, he is an independent insurance agent and manages Wegner Ranch, a non-investment business. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and investment approaches.

Stephanie Hendershot is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Outside of her advisory role, she is involved in a small cattle operation in Gonzales, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors and maintains affiliated capabilities beyond typical advisory services.

Katherine Brown is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Sysco for four years. Outside of her advisory role, she is the owner of Los Robles LLC, which holds mineral rights in Lockhart, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of over 23,000 advisors.

Robert Schobel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior experience includes roles at Royal Alliance and National Planning Corporation. 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 range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various product offerings such as insurance and annuities.