Lisa David is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory work, she owns a rental property in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and services, operating under a fiduciary standard.

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.

Noah Roberts is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Equitable Advisors, Cornerstone Advisory Group, and Ride Corporation, as well as time at Brigham Young University Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors, offering one-time or ongoing planning engagements that cover a wide range of topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm develops holistic, goal-based analyses and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

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.

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.

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.