Chad Martin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he held positions at several country clubs and worked at Robo Austin LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and emphasizes fiduciary standards and tax-efficient services.

Robert Pender is a financial advisor with OSAIC, holding a Series 63 designation and 30 years of industry experience. His career includes roles at Osaic Wealth Inc., Royal Alliance Associates, Signator Investors, Seniors Financial Solutions, and Transamerica Financial Advisors. Outside of advising, he is president and CEO of Estate Preservation Network, LLC, a Texas-based company providing discounted legal services through a network of provider attorneys. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple program options that accommodate discretionary management and third-party strategies.

Nada Allen is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has 10 years of industry experience and has previously worked at firms including Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and New York Life Insurance Company. Allen also serves as an adjunct faculty professor at Austin Community College, where she teaches and advises students at the college level. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, goal-oriented planning engagements using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Michael Navarro is a Series 66-licensed financial advisor with Ameriprise, based in Round Rock, TX, and has two years of industry experience. His prior roles include work with The Center for Child Protection and the City and County of Broomfield. He also serves as a notary, providing impartial witnessing of documents and administering oaths. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written reports and annual advice centered on income sources and tax-aware withdrawal strategies.

Dustin Mc Cain is a CFP® and holds a Series 66 license, with 10 years of industry experience, all at Edward Jones since 2016. He is based in Cedar Park, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Felix Gutierrez is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining LPL Financial, Felix worked at Bank of America, Merrill, BBVA Wealth Solutions, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ruben Martinez is a financial advisor at Edward Jones in Georgetown, TX, holding a Series 66 designation with approximately one year of experience at the firm. His prior work includes various self-employed roles and positions with organizations such as Austin City Limits Festival and Frito Lay. 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 over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Mylene Barcelona is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of Relyea, Barcelona & Associates. She has been working in the financial services industry since 1999. Mylene spends much of her time working directly with clients, conducting research, and developing client portfolios. She works as part of a team to provide clients access to a wider range of resources and perspectives, with the goal of helping clients achieve their financial objectives. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She holds a Bachelor's Degree from the University of Florida.

Andrew Motes is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities, Mass Mutual Investors Services, Metlife Securities, and New England Securities. In addition to his advisory role, Motes offers home and auto insurance services through an independent agency. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a range of strategies and program options supported by a complex network of affiliated entities.

Harvey Schwartz is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliated firms since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Cuan Mc Comb is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and over 15,000 branch offices nationwide.

Billy Miller is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2012. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Mcmahan is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Hilltop Securities Inc. and BBVA Wealth Solutions Inc. Prior to joining Cetera, he spent multiple years with BBVA entities and Compass Bank. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party investment strategies.

Preston Parker is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Northwestern Mutual and was involved with College Station ISD, as well as youth sports and local business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a 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 large national network of financial advisors and branch offices.

John Boles is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2021. Prior to that, he held roles at BBVA-affiliated firms, including BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Ameriprise offers a retirement-income planning service for clients generally holding at least $1 million in investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Blaine Harriman is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Dell Technologies and Texas A&M University. Harriman is involved in an outside business activity through Harriman Financial. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Melissa Gauna is a financial advisor with Edward Jones in Hutto, TX, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following prior roles at Glemco and Entegris. Outside of her advisory work, she is a consultant for Rodan and Fields, a skin care company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and securities-based lending.

Gina Bustos is a financial advisor with Cetera and holds a Series 65 license. She has four years of industry experience, having previously worked at Avantax Advisory Services and serving as a Wealth Management Assistant at Eagle Harbor Financial. Outside of her advisory role, she serves on the board of directors for the Texas Music Museum, a nonprofit organization dedicated to preserving Texas music. Cetera Investment Advisers LLC is a large nationwide network of independent advisors that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various program options and supervises over $256 billion in assets under management.

James Baker is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. His prior roles include positions at First Allied Advisory Services and New England Securities. He serves as a board member of a municipal utility district and is involved in professional executive coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by advanced operational and research tools.

Robert Bagby is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Citigroup Global Markets, and Legg Mason Wood Walker. Bagby is part owner of financial advisory websites and provides insurance planning services as part of his business activities. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and strategies.