Matthew Nelson is a financial advisor at Gulf Coast Financial Advisors with credentials including Series 63 and Series 65 licenses. He has over 25 years of experience in the financial services industry, having worked previously at Lawing Financial Inc., Cambridge Investment Research Inc., Prime Capital Investment Advisors, LLC, and xCel Business Brokerage and Consulting. Gulf Coast Financial Advisors serves individuals, small businesses, trusts, estates, and qualified retirement plans, managing approximately $32.4 million for about 96 clients. The firm provides customized investment management and financial planning, utilizing a blend of technical and fundamental analysis across various asset classes, while also offering educational outreach through radio and podcast programs.

Ross Querry is a financial advisor with TRADEway, holding a Series 65 designation and nine years of industry experience. He has been affiliated with the University of Texas Southwestern Medical Center since 2001. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading and longer-term model-based strategies.

Peter Breidt is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at Booz Allen Hamilton since 1994. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Blair Nightingale is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at NeuVenture On Wall Street since 2015. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework combining fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Dennis Foster is a financial advisor with TRADEway, holding a Series 65 designation and two years of industry experience. He is also the managing partner of Hill Country Home Center, a supplier of home improvement and construction products. Prior to his advisory role, Dennis has worked in various capacities including at Lemon Tree Cleaners and HCTC. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, offering subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone to support both short-term trading and longer-term investment strategies.

Caleb Pritchett is a Series 65-licensed advisor at TRADEway with two years of industry experience. His background includes roles at Trothe, Inc. and Troth LLC, as well as positions outside the financial sector, including work with the Oklahoma City Thunder and Oklahoma Baptist University. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, featuring subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model portfolios.

Casin South is a financial advisor at TRADEway with Series 65 and Series 66 licenses and five years of industry experience. Prior to joining TRADEway in 2023, Casin worked at LPL Financial, LLC from 2020 to 2023. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Jenny Taylor is a financial advisor at TRADEway with eight years of industry experience. She holds a Series 65 designation and has been with TRADEway since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework that integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Noah Hernandez is a financial advisor at TRADEway with two years of industry experience and holds a Series 65 designation. Prior to joining TRADEway, he worked in various roles including at Walmart Pharmacy and Chipotle Mexican Grill. Outside of advising, he owns and operates an e-commerce business called Cubicle Cold Water Therapy. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, combining live and virtual events, on-demand courses, and subscription-based research tools with model investment portfolios. The firm’s approach integrates fundamental and technical analysis with market tone, offering both short-term trading methods and longer-term model allocations.

Geoffrey Nance is a financial advisor at TRADEway with five years of industry experience. He holds a Series 65 designation and has been associated with NeUventure on Wall Street since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

David Huber II is a Series 65 licensed advisor at TRADEway with five years of industry experience. He has worked at Designer Technologies Inc. since 2005. Outside of his advisory role, he serves as president of PublicRuckus Inc., focusing on sales and marketing training, and LifeEdge LLC, which provides life coaching services. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm employs a proprietary framework integrating fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

David Verbruggen is a financial advisor with TRADEway, holding a Series 65 license and four years of industry experience. Prior to joining TRADEway, he worked at EXOS Aerospace Systems & Technologies and Southwest Airlines. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

David Huber Sr. is a Series 65-licensed financial advisor with nine years of industry experience. He has worked as an independent contractor since 2009. He is based in Mexia, Texas, and is affiliated with TRADEway, a multi-team firm with 15 advisors. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model portfolios.

Richard Schaufert is a financial advisor with LexAurum Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Brokers International Financial Services, Cetera Advisor Networks, Summit Financial Group, VSR Advisory Services, and The Kirkwood Group. Outside of his advisory work, he serves as a firefighter EMT and chief of the Fairfield Volunteer Fire Department and is involved with the Fairfield Lodge 103 AF&AM as a junior steward. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm uses diversified, asset-allocation strategies aligned with modern portfolio theory and offers multiple risk-based managed-account models implemented primarily with low-cost ETFs.

John Leyendecker is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. In addition to his advisory role, he is involved seasonally in a family-owned jewelry business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Michael Hill is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Sagepoint Financial, Hill & Associates Wealth Management Advisors, and Wealth Advisory Council. Outside of advising, he is a part owner of Union 28 Taphouse, a restaurant and wine tasting room in Midlothian, TX. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers various wealth management programs and utilizes technology-driven investment processes, supporting thousands of advisors and managing approximately $200 billion in assets.

Harold Richmond is a financial advisor with Edward Jones in Buffalo, Texas, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Richmond is also the owner of Richmond4 LLC, a disregarded entity based in Marquez, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Lee Harcrow is a financial advisor at Edward Jones in Buffalo, TX, holding the Series 66 designation with six years of industry experience. His prior roles include positions at Ernst & Young, LLP, Thomas E Harcrow, Jr., CPA, and Harcrow & Harcrow, P.C. He has been with Edward Jones since 2019. 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 nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jefferey Taylor is a financial advisor with Edward Jones in Fairfield, TX, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as an administrative chairman at 1st United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national footprint with over 23,700 financial advisors and offers additional services such as trust and securities-based lending options.

Melanie Eubanks is a financial advisor with UBS Financial Services in Teague, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the boards of Pecan Valley Ranch Inc., involved in agriculture and livestock, and the Purple Balloon Foundation, where she oversees operations and fundraising. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities and wealth management services through a network of advisors who utilize proprietary research and model-based asset allocations.

Brian Bagley is a financial advisor at Edward Jones in Fairfield, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he served for nine years at StoneWater Church. He also preaches on an interim basis at various churches. 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 supported by a large national network of financial advisors and branch offices.

Gary Scott is a CFP® credentialed financial advisor with UBS Financial Services, bringing 21 years of industry experience. He serves as Vice President of Kachinka, Inc., a role he has held since 2002. Outside of his advisory work, he is a member of the Finance Committee at the Geneva School of Boerne, where he provides guidance on budgeting, fundraising, cash flow, and investing. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and capital market assumptions to tailor strategies to clients' goals and risk tolerances.

Lorenzo Ruiz III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Eli Pratt is a financial advisor at Edward Jones in Fairfield, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Incommons Bank for six years and Farmers State Bank for four years. Outside of his advisory role, he co-owns Simpson Fireworks, a seasonal retail business, and operates a small cattle ranch through Pratt Cattle Co. 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 over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Chilcoat is a financial advisor with Edward Jones in Mexia, TX, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Edward D. Jones & CO., L.P. since 1992. Chilcoat serves as the Vice President on the Board of Trustees for the Mexia Independent School District and is a voting member on real estate issues at Parkview Regional Hospital in Mexia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Caroline Richmond is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has held roles at multiple firms, including Gollob Morgan Peddy where she worked as a staff accountant preparing tax returns, and has also worked in administrative positions at a law firm and a university office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Ryan Sebesta is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He previously worked for Texas Farm Bureau Insurance for nine years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.