Andrew Hollister is a Series 65-registered financial advisor at Yale Capital Corp. in Elgin, TX, with 18 years of industry experience. He has been with Yale Capital Corp. since 2007. Outside of his advisory work, Hollister is a managing member of several residential real estate and vehicle ownership companies in Texas. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, families, private investment funds, and U.S. institutions. The firm focuses on fundamental analysis, tax-efficient asset classes, and customized portfolio management, typically serving clients with discretionary accounts and a minimum household balance of $10 million.

Ebony De Pooter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Edward Jones and Transamerica affiliated firms. She has a passive income interest from previously published affiliate marketing content through Abide Productions, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed and non-discretionary investment advice, relying on Morningstar Investment Management’s proprietary tools and models to personalize asset allocations and retirement guidance.

Carla Jones is a financial advisor with Empower Advisory Group in Pflugerville, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Merrill, and Nationwide Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Joseph Won is a financial advisor with Empower Advisory Group in Pflugerville, Texas, holding a Series 66 license and seven years of industry experience. He previously worked at Rocket Dollar Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Christian Guerrero is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Empower Advisory Group, he worked at Wells Fargo Clearing, Charles Schwab & Co., Inc., and had involvement with Cantina512 and United Arts of Central Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated service model is connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and offering optional managed account solutions.

Dayna Chettouh is a financial advisor with Edward Jones in Pflugerville, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has been with Edward Jones since 2003. Outside of advising, she is a co-owner of a family business, Recro Inc. dba Fibrenew of Central Texas, which provides repair services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mickel is a Series 66 licensed financial advisor with three years of industry experience, currently affiliated with J.P. Morgan Securities. His prior roles include positions at Bank of America/Merrill Lynch, LPL/Oak Bridge Financial LLC, and Raymond James. Mickel has also been involved with Become a Better Trader / WealthCharts over multiple periods. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in recommending strategies. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors within the broader J.P. Morgan organization.

Peter Lynch is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including BBVA Wealth Solutions, CUSO Financial Services, and University Federal Credit Union. His other business activities include involvement with UFCU Investment 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of advisors.

Amy Norris is a CFP® and holds a Series 66 designation with Edward Jones, where she has worked for 10 years. Based in Round Rock, TX, she is involved as secretary for the Professional Women of Williamson County. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Eric Sheppard is a financial advisor with Ameriprise in Pflugerville, TX, holding a Series 66 designation and 13 years of industry experience. Prior to Ameriprise, he worked at Cuna Brokerage Services, Inc. and Randolph Brooks FCU. He maintains an outside role as a financial advisor involved in financial planning at Randolph Brooks FCU. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and algorithmic tools to provide written recommendations and ongoing advice.

Gina Bustos is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. She previously worked at Avantax Advisory Services and serves as a wealth management assistant at Eagle Harbor Financial. Outside of her advisory work, she is a board member of the Texas Music Museum, a nonprofit organization dedicated to preserving Texas music. Cetera is an SEC-registered adviser offering a multi-manager platform through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services.

Brent Hagen is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. Prior to joining OSAIC in 2025, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, he has ownership interests in a construction business focused on waterproofing and a property and casualty insurance agency. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment products.

Ruchitaben Patel is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Patel worked at Commerce Bank and has academic experience at the University of Missouri - Columbia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Catherine Romualdez is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, emphasizing structured discovery and advanced analytic tools in its planning process.

Carolina Ospina is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Eric Blakely is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Before joining LPL Enterprise in 2025, he worked in logistics and storage sectors for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm employs model-driven investment approaches and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Kyle Mogonye is a financial advisor with Edward Jones in Elgin, TX, holding a Series 66 designation and entering his first year of industry experience. Prior to joining Edward Jones, he worked at First National Bank of Bastrop for nine years and spent two years at Texas A&M University. 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Melanie Dohrman is a CFP®-certified financial advisor with 18 years of industry experience, currently associated with LPL Financial. She has held prior roles at SPC, Sigma Financial Corporation, Chase Investment Services Corp., and Edward Jones. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jay Williams is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at UBS Financial Services since 2008 and previously at Banc of America Investment Services from 2004 to 2008. Williams is involved as an owner and officer in several investment-related entities, including partnerships that manage private investments and real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

Jeffrey Stefek is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of advisors and branch offices.