C Sutcliff is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Wells Fargo in 2021, Sutcliff worked at UBS Financial Services from 2009 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Terence Powell Jr. is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 registrations. He has 28 years of industry experience, including prior roles at Redwood Credit Union and CUSO Financial Services. Outside of advisory work, he performs handyman services involving light household construction projects. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides customized, ongoing tax-aware withdrawal strategies and dependable income recommendations.

Robert Heim is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and delivers services on a non-discretionary basis.

Yvonne Maniez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. She has been with J.P. Morgan entities since 2012, including roles at JPMorgan Chase and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Craig Neeley is a financial advisor at Edward Jones in New Braunfels, TX. He holds the Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he served in the United States Army and the Texas Army National Guard from 2004 to 2026. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Cesar Gonzalez is a financial advisor with Morgan Stanley in Seguin, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides planning services using structured discovery processes and advanced modeling tools.

Troy Halfmann is a financial advisor at Edward Jones in Seguin, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked with Peaceful Valley Donkey Rescue and Flex Fit Gym. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Nathan Reneau is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior roles include positions at Cetera Wealth Services, LLC and VOYA Financial Advisors. Reneau is also a licensed CPA and attorney who provides tax advice, prepares tax returns, and assists clients with estate planning and the preparation of legal documents. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.

Krista Hall is a financial advisor at Equitable Advisors with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for 21 years at Stifel Independent Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

Ly Ann Marie Rodriguez is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Pru Life U.K. Her current role began in 2022 at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of AI and formal advisory roles with multiple registered investment companies.

Jason Fischer is a financial advisor at Edward Jones in San Marcos, TX. He holds a Series 66 designation and has experience working in various industries, including 12 years at Land O' Lakes Inc, followed by roles at SRS Distribution and Harrell's LLC before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

John Muehl is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Security Service Federal Credit Union and as a UX designer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Christopher Goodman is a financial advisor at Fidelity with five years of industry experience. His prior experience includes roles at JP Morgan Chase and Wells Fargo Bank. Outside of his advisory work, he associates with Comal Tubes in New Braunfels, TX, assisting with customer service and river float equipment, and occasionally works as an Uber driver in San Francisco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

James Wheeler is a financial advisor at Edward Jones in San Marcos, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Sam Houston State University from 2016 to 2018. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Marlon Tenorio is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Investments in various roles since 2015, with prior experience at Charles Schwab and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs, while also serving as a registered commodity pool operator and advisor to multiple registered investment companies.

Grace Marshall is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2019. Her prior experience includes roles at mBank and Fidelity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors, utilizing strategic asset allocation and tax-aware approaches.

Dylan Cobb is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. He has previously worked at New York Life and American Income Life and has been involved with Superlative Formulas since 2019 as well as Darin Cobb Construction for ten years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Zachary Whitley is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was involved in property restoration with W.B. Arthur Restoration for eight years and has owned and operated Whitley Ice, LLC, an ice and water vending business, since 2012. He is also a licensed real estate broker with extensive experience since 2007. 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 manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Rodney Horelka is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes over two decades at Cetera and its affiliated firms, as well as 17 years at Prosperity Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Morgan Hammer is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones in 2023, Morgan worked at PAM Health and Insight Global and has held various roles in real estate and hospitality. Outside of financial advising, Morgan serves as County Commissioner for Hays County Precinct 3, overseeing county facilities, budgeting, and public services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and offers overlay and tax-efficient services under a fiduciary standard.