Rebecca Robinson is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, she is involved with 421 Group LLC in an associate financial advisor capacity. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by a Retirement Income Oversight Committee.

Danny Morgan is a CFP® professional with 12 years of industry experience, all of which have been with Edward Jones since 2014. He holds a Series 66 license and is based in Round Rock, TX. Outside of his advisory role, he is a joint owner and mortgage guarantor of his son's condominium in Washington, D.C. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Zane Hagler is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Target Corporation, Engineered Vision, Inc., and Texas A&M University, among other positions. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Catherine Kohn is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously worked at Clayton Homes for eleven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

John Uechi is a financial advisor at Primerica Advisors in Georgetown, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2017. Outside of financial advising, he owns Symvasi Consulting, LLC, a software analysis and consulting business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Yessica Hernandez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Bank of America, N.A. and Bank of Hawaii, along with ongoing academic involvement at the University of Maryland Global Campus. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shannon Kendrick is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and beginning their advisory career in 2026. Prior to entering the financial industry, Kendrick served in the U.S. Army from 2013 to 2024 and also worked at Amazon. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options, proprietary model strategies, and access to third-party advisers to accommodate various client needs.

Jacqueline Lapp Lee is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Staples Business Advantage and had periods outside the industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors nationwide.

Susan Palombo is a financial advisor with Robert W. Baird & Co., holding a Series 66 credential and 13 years of industry experience. She previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Palombo serves on the fundraising committee for the Jeremiah Program in Austin and holds leadership roles with Impact Austin, a women’s collective giving organization. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Joshua Renfro is a financial advisor with LPL Financial in Round Rock, Texas, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He previously worked at First Allied Advisory Services and MSI Financial Services. Outside of advisory work, he owns a tax preparation business and provides mortgage brokerage services. 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 financial planning and investment management solutions, utilizing both in-house and third-party strategies across various asset classes.

Roxanne Larsen is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets Corporation. Outside of her advisory work, she is involved in custom design and woodworking businesses, focusing on embroidery, quilting, applique, and creating custom wood cutting boards and serving trays. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services tailored to net-worth qualified clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Brian Trowbridge is a financial advisor with LPL Financial, holding the PFS™ designation and Series 66 license, and has 24 years of industry experience. He has previously worked at Level Four Advisory Services and 1st Global Advisors, Inc., among other firms. In addition to his advisory work, he operates a CPA practice focused on tax preparation and accounting. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Melissa Butler is a financial advisor at Edward Jones in Georgetown, TX, holding a Series 66 designation with eight years at the firm and a total of two years in the industry. Prior to joining Edward Jones, she was a military spouse for two years. Outside of her advisory role, she is involved as a designer and sales representative for Keep Collective jewelry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Leonard Fischman is a financial advisor with Edward Jones in Georgetown, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. 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 and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Sarah Chavarria is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Aaron's Inc for nine years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Jessica Lagares is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and one year of industry experience. She previously worked at Bank of America/Merrill Lynch for five years and Amplify Credit Union for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting recommendations that include an ESG eligibility framework.

Logan Lepe is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and 21 years of industry experience. His career includes roles at University Federal Credit Union, Cuso Financial Services, and several brokerage firms. He is also involved with UFCU Investment Services as an affiliated business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Benjamin Arney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Life Insurance Company and MML Investors Services LLC. Outside of finance, Arney owns and oversees operations at Mint Moving Company and works as a part-time soccer coach providing one-on-one training sessions for children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that are generally non-discretionary, supported by comprehensive research and a range of portfolio management strategies.

Robert Irwin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles within Texas school districts, including Leander ISD, Midlothian ISD, and Duncanville ISD. 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 programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Gregory Rollo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.