Kimberly Mamaril is a CFP® professional with six years of industry experience, currently serving as an advisor at Illumination Wealth Management. Her prior roles include positions at T. Rowe Price, CIC Wealth, Kestra Advisory Services, and Las Olas Capital Advisors. She also holds an operational leadership role as COO at 7RCC Global, focusing on financial product development and business operations. Illumination Wealth Management is a registered investment adviser that serves individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management, combining financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and offering additional services such as pension consulting and employee education.

Charles Brown is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 51 years of industry experience. Brown has been with Momentum Independent Network since 1996. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage, execution, clearing, and custody services, utilizing a platform model with third-party managers and integration with Hilltop affiliates.

Dean Wolpert is a financial advisor with intrua Financial, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 2010. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 2024.

Derek Thorp is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Wells Fargo Advisors. Thorp is the owner of MFG Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Paula Smith is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Principal Securities Inc. since 2003 and also maintains a longstanding role with Principal Life Insurance Company dating back to 1995. Outside her advisory work, she is the owner of a farm in New Ulm, TX, managed by her husband. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements.

Mark Meservey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes 14 years at LPL Financial and 25 years at State Bank. He is the owner of Meservey Financial Group, LLC, which supports his securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting, along with operational, technological, and compliance support. The firm offers a range of discretionary and customized investment solutions, including model portfolios managed by its Investment Management and Research team.

Joseph Prendiville is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing one year of industry experience. His prior work includes roles at J.P. Morgan Securities, The Vanguard Group, and Flanagan Financial Group/MassMutual Life Insurance Company, as well as experience as a self-employed advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of financial advisors and branch offices.

Jessie Hill III is a financial advisor with Edward Jones in La Grange, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as president of Hill Wealth Management, LLC, a real estate investment company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment programs and advisory services supported by a large nationwide network of financial advisors and branch offices.

Charles Mazac is a financial advisor with Edward Jones in La Grange, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he operates Rustling Oaks Ranch in Muldoon, TX, where he produces and sells hay for livestock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Bobby Thibodeaux Jr. is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked at Cetera and related entities since 2016, with prior experience at LPL Financial and National Bank & Trust. He is a member of the La Grange Noon Lions Club. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party managers, combining retirement and fiduciary capabilities with a broad advisory platform.

Michael Gates is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and self-employment, and he operates an independent piano tuning and repair business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Forrest Stewart is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Capital Farm Credit and Situs Asset Management. Stewart is based in La Grange, Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. Their services include a range of planning topics and offer a consolidated billing option combining planning with managed accounts.

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.

Zachary Holmes is a Series 66–licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was self-employed at Steg Solutions LLC, an e-commerce business based in Tampa, Florida, which he owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,000 financial advisors.

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.

Bailey Grzyb is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2023, having previously worked at the firm from 2014 to 2023. His background also includes roles at the University of Connecticut and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Donald Gage is a financial advisor at Edward Jones in La Grange, Texas, holding Series 63 and Series 66 licenses with 36 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves as the president of St. Paul Lutheran Church. 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 range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.