Michael Linam is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Marble Falls, TX office. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Duncan Nichols is a financial advisor at Edward Jones based in Marble Falls, TX. He holds a Series 66 designation and has recently transitioned to the financial industry after six years of service in the United States Army. Prior to joining Edward Jones, he also worked at Obannon's and attended Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, supported by a nationwide network of financial advisors and branch offices.

David Horvath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Adam Bowen is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. He has worked at Cetera and its affiliated entities since 2019 and previously spent six years at Summit Financial Group Inc. Bowen is a senior financial advisor at Granite Wealth Management, where he focuses on tax management, investment management, retirement strategies, and estate conservation. He is also a 25% owner of HORNFROG LLC, which holds ownership in the office building that Granite Wealth Management operates from. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning solutions, offering both discretionary and non-discretionary account management across various programs and custodial relationships.

Richard Coleman is a financial advisor at Merrill with a Series 66 license and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Ernst & Young, and Baylor University Athletics. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and monitoring, tax-efficient investment strategies, and integrates closely with Bank of America’s broader banking and capital-markets platform.

Case Coleman is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in May 2025 as a Seasonal Client Associate, supporting the Marble Falls team in wealth management efforts. He holds the designation of Personal Investment Advisor (PIA). Case graduated from Baylor University with a Bachelor of Business Administration in Finance and is currently pursuing a Master's degree in Personal Financial Planning at Texas Tech University. His expertise centers on high-level wealth management, and he is committed to ongoing education in the financial field. Case resides in Marble Falls, Texas, with his wife, Macie. He is involved in his local community, volunteering at Faith Academy of Marble Falls. In his free time, he enjoys physical fitness and home improvement projects.

Scott Brueckner is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He previously worked at optionsXpress from 2014 to 2017 before joining Charles Schwab in 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational structure.

Erin Hinzmann is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked with firms including Ameriprise Financial Services and Avantax Advisory Services. Outside of her advisory role, Erin serves as an At Large Board Member and co-chairs the Paint the Town event for Highland Lakes Creative Arts, which promotes art education and tourism in the Lake LBJ and Highland Lakes area of Texas. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Reed 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 worked for the Lower Colorado River Authority for 25 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Gregory Eddings is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC and Summit Financial Group Inc. Outside of his advisory work, he manages a ranch operation that includes cattle, hunting leases, and telecommunications towers. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Jodi Kerr is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, she worked at Anthony Manuel and held roles outside finance at Primrose School of Bee Cave and Mid Tex Paint and Body. 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 investment strategies and advisory services supported by a nationwide network of more than 23,700 advisors.

Craig Fanning is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Charles Schwab, The Vanguard Group, and Alvarez and Marsal. Craig is based in Marble Falls, TX. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Charles Cox III is a ChFC®-designated financial advisor with Edward Jones in Lago Vista, TX, with 21 years of industry experience, all with Edward Jones since 2005. He is a member of Port Tampa Lodge 153 F&AM in Tampa, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated mutual funds, operating under a fiduciary standard and maintaining a nationwide network of financial advisors and branch offices.

Steve Mc Cannon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2000. He collaborates closely with families, businesses, trusts, and foundations to help streamline multiple areas of their financial lives. Steve focuses on portfolio design, retirement analysis and strategy, higher education funding, trust and estate planning services through Bank of America Private Bank, and long-term care analysis and selection. He serves as a liaison for Merrill's Financial Advisor Development program and assists with the design and maintenance of employee benefit plans as a Merrill Retirement Accredited Financial Advisor. Steve holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. He earned a Bachelor's degree in finance from Lamar University in Beaumont, Texas. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Steve aims to help clients reduce stress related to investing and takes a humble servant approach to assisting families. Outside of his professional work, Steve resides in Meadowlakes with his wife, Shannon, and their three daughters. He is a member of Faith Academy Marble Falls and has coached its cross country and track teams for over 20 years. Steve enjoys running, biking, fishing, and spending time with his family.

John Edgecomb Jr. is a CFP® with 20 years of industry experience, currently advising at LPL Financial. His prior roles include positions at Raymond James & Associates Inc, Bank of America, N.A., and Merrill. He operates Edge Wealth Advisory Group as a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios to provide both discretionary and non-discretionary management options.

Jordan Gristy is a CFP® and ChFC® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is based in Horseshoe Bay, TX. Outside of advising, he is involved with Iron Strategies, a real estate development business in West Lake Hills, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Melanie Dunn is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and DexYP. Outside of her advisory role, she owns an LLC related to a residential real estate property. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and provides multi-asset model portfolios supported by research and alternative investment options.

William Mitchell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 2006. He also operates Mitchell & Associates Wealth Management LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to model portfolios and research from multiple sources.

Taylor Smith is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Smith has been with Edward Jones since 2017, including a recent role starting in 2025. Outside of advising, Smith is an independent consultant for a health and wellness company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

Kirk Bell is a financial advisor with Raymond James Financial in Horseshoe Bay, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Raymond James Financial and its affiliated services since 2008. Bell is also involved in several business ventures, including roles as a managing partner and manager at Bell & Valente, LLC, Bell & Valente Wealth Services, and Stock Jock Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.