Michael Loerch is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank, spanning over two decades. He is based in Georgetown, TX. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise Managed Accounts.

Andrew Cottrill is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Georgetown, TX, where he has worked since 2001. He has 24 years of industry experience. Outside of his advisory role, he serves as secretary for the Cedar Crest Foundation and is an adjunct instructor for the Financial Planning Capstone class at Freed Hardeman University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Dalton Darrow is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 credential and has worked at Fidelity Investments since 2023, with prior experience at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2016 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI in research, and advisory roles to multiple registered investment companies.

Prachi Singh is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. Her work history includes roles at Fidelity Investments and Westford Tax & Financial Group, as well as periods as a homemaker. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Rawley Farrell is a Series 66-credentialed financial advisor with Edward Jones in Round Rock, TX, bringing one year of industry experience. Prior to joining Edward Jones, Farrell worked in education with the Round Rock Independent School District and the Temple Independent School District. 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 broad range of investment advisory programs and affiliated financial services through a nationwide network of more than 23,700 advisors.

Kacie Edmonds is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she has engaged in grocery delivery through Instacart in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Megan Mills is a CFP® professional with nine years of industry experience. She has worked at OSAIC since 2025 and previously spent eight years at Lincoln Financial Securities Corporation and six years with the City of Leander. Mills serves as a board member for the Georgetown Chamber of Commerce. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, offering integrated brokerage and advisory services supported by multiple platforms and advanced portfolio management tools.

Keith Johnson is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including First Allied Securities, FFP Securities, and has been president of Logic Investment Advisors, LLC since 2008. Outside of his advisory roles, he volunteers with the International Waterlily Collection, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and ongoing client supervision, operating with over $256 billion in assets under management through a nationwide network of more than 10,000 advisors.

Marques Bobo is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment and spent eight years at KDB&S LLC. Outside of his advisory role, he volunteers as an assistant football coach for the Legacy Ranch Youth Football Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team to deliver research-driven, tax-efficient retirement income recommendations.

Taylor Hunter is a Series 66-registered financial advisor at Merrill with six years of industry experience. Prior to joining Merrill, Hunter worked at Wells Fargo, N.A. from 2016 to 2020 and has been with Bank of America N.A. since 2023. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs and discretionary portfolio management supported by a broad platform integrated with Bank of America affiliates.

Robert Daggett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was CEO and founder of Avriotech, a real estate services company based in Orange, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Deborah Lawyer is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Royal Alliance Associates, Signator Investors, and OSAIC Wealth, Inc. She is also president of Jerry Lawyer & Associates, Inc., a corporation wholesaling fixed insurance products. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Travis Eaton is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at First Allied Securities, Inc. and Ernst & Young before joining LPL Financial in 2020. Outside of his advisory role, Eaton is involved with The Fox Alliance Tax Advisors, LLC, where he provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL and third-party providers.

Kinsey Parker is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, Charles Schwab & Co., Inc., and Aggieland Credit Union. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

William Hart Jr. is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is a limited partner in a family ranch business, Blue Mountain Investments LTD, located in Kerrville, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory services through a large network of advisors and branch offices nationwide.

Kari Matney is a financial advisor at Edward Jones in Round Rock, TX, holding a ChFC® designation and a Series 66 license with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Urban Mattress and spent 18 years as a homeschool teacher. She also provides limited nutrition and fitness coaching and has experience editing college essays for high school students. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Steven Reedy is a financial advisor at Edward Jones with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at First Heartland Capital Inc, American Benefits Exchange, Ally Financial, and IAS. Outside of his advisory role, he has been involved as National Sales Director of Life and Health Insurance at American Benefits Exchange and serves as an Education Coordinator for Business Network International. 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, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending under a fiduciary standard.

Jefferson Schaefer is a financial advisor with Cambridge Investment Research Advisors in Pflugerville, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked with Texas All-Star Cheer and Dance and Pflugerville ISD, and served with the Pflugerville Police Department. Outside of advising, he is also an independent insurance agent and provides portfolio consulting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals who tailor strategies using both proprietary and third-party model solutions across multiple platform arrangements.

Waqar Meyer is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked in various roles across financial and real estate services, including prior positions at First Allied Securities, Austin Wealth Management, and Bayshore Mortgage Funding. Outside of his advisory work, he is involved in mortgage services and serves as a nutritional coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven solutions.

Hassan Ali is a financial advisor with LPL Financial based in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.