Johnathan Baumann is a financial advisor with Primerica Advisors in Georgetown, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at Cobra Puma Golf for six years and held positions at Vertical Alliance Group and TravisMathew. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies developed by third-party asset managers and supports accounts with custodial services from Pershing.

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 63 and Series 66 credentials 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. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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.

Jonathan Sheets is a CFP® professional with 32 years of industry experience. He currently serves as a financial advisor at Cetera and has held positions at multiple firms including LPL Financial, Kestra Investment Services, and Cuso Financial Services. Sheets is based in Georgetown, TX. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves a diverse client base, offering portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform that includes various program structures and supervisory frameworks.

Travis Rehberg is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gordon Garrison is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments, LLC, Edward Jones, and Apple Inc. Outside of his advisory role, he serves as a sound mixer at Austin Baptist Church in Austin, TX. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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.

Amanda Minter is a financial advisor with LPL Financial in Leander, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Investment Centers of America for 10 years and Dovetail Wealth Management, LLC for three years. Outside of her advisory role, Amanda co-owns One Hand Knives LLC, a home-based business. 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 portfolio programs, third-party asset management access, and institutional platforms.

Jessica Targett is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Outside of her advisory role, she works part-time as an assistant to an officer at NuSpine Chiropractic in Leander, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and market scenario modeling.

Jennifer Salmon is a financial advisor at UBS Financial Services with 22 years of industry experience. She has worked at UBS Financial Services since 2017 and previously held a position at Morgan Stanley from 2015 to 2017. Jennifer holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Benjamin Tanguay is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at ABADAK Inc. and Heb. 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 wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Timothy Krudwig is a CFP®-certified financial advisor with Edward Jones, based in Cedar Park, TX, and has 22 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the sole proprietor of Krudwig Holdings, LLC, a holding company for real estate investments. 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 options, supported by a large nationwide network of financial advisors and branch offices.

George Wanamaker is a CFP® professional with over 43 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he spent 25 years at Hilltop Securities Inc. Wanamaker is also involved in managing mineral royalty interests and a family farm trust, which include occasional timber sales. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets and provides both brokerage and advisory solutions supported by research and analytics, with a focus on diversification and modern portfolio theory.

Heather Harrison is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities and JPMorgan Chase Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors.

Megan Mills is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Osaic. She previously worked at Lincoln Financial Securities Corporation for eight years and held a position with the City of Leander for six years. Mills is a member of the Georgetown Chamber of Commerce Board of Directors and owns Forward Financial LLC, through which she offers fixed insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

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.

Polica Penn is a financial advisor with J.P. Morgan Securities based in Georgetown, TX, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2017. Outside of her advisory role, she is the owner of PPQ And MQ LLC, which manages rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research and may include an ESG eligibility framework.

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.

Leslie Die is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she worked at St. Thomas More Catholic School for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including diverse household and corporate accounts. The firm manages over $1 trillion in assets and offers a range of investment strategies and fiduciary advisory services supported by a large national network of advisors and branch offices.