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.

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 Series 63 and Series 66 credentials and 24 years of industry experience. His career includes roles at Charles Schwab, The Vanguard Group, and Alvarez and Marsal, among others. He is currently 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 a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a broad investable universe.

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® professional at LPL Financial with 21 years of industry experience. He previously worked at Raymond James & Associates Inc, Bank of America, N.A., and Merrill. Edgecomb also operates the Edge Wealth Advisory Group as a business activity affiliated with his LPL role. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided through a large network of investment adviser representatives using various investment strategies.

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.

William Mitchell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2006 and previously held roles at Wells Fargo Investments, Wells Fargo Clearing, and Prudential Equity Group. Mitchell is also involved with Mitchell & Associates Wealth Management LLC, a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party managers, and customized strategies, supported by technology tools, and oversees over $819 billion in discretionary assets with more than 22,800 advisors.

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.

Matthew Kocsis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. In addition to his advisory role, Kocsis is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of portfolio management options and employs both proprietary and third-party strategies tailored to client objectives.

Gregory McDonald is a financial advisor with UBS Financial Services in Horseshoe Bay, TX, holding a Series 63 license and 30 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he is involved in managing family investments in the oil and gas sector through private LLCs and serves as a trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor financial plans to clients' goals and risk tolerances.

Lynn Opp is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. Raymond James & Associates, Inc. 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, institutional investors, charitable organizations, and governmental entities, offering a range of financial planning and investment consulting services through various advisory programs and institutional solutions.

Noah Vennes is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked at Travis Medical for six years. Outside of his advisory work, he co-owns a farm in Minnesota with his in-laws. 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 discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Daniel Kerr is a financial advisor at Edward Jones in Marble Falls, TX. He holds a Series 66 designation and joined Edward Jones in 2026. Prior to his current role, he worked at the U.S. Department of Veterans Affairs, Evoke Consulting, LLC, and Dell Technologies. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Troy Bangs is a financial advisor with LPL Financial in Spicewood, TX, holding a Series 66 credential and 13 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is involved in an insurance agency, Lake Travis Insurance and Financial Services, Inc., where he holds a 25% ownership interest. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and portfolio management options supported by research and technology, serving a broad network of advisors and overseeing substantial assets under management.

Jo Dyer serves as a Resident Director at Merrill, bringing over a decade of experience as a Certified Public Accountant to her role. She focuses on providing guidance and input to high-net-worth families, aiming to be their primary resource for advice on legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Jo Lynn collaborates with clients, including business owners and multiple generations of families, to develop personalized wealth management strategies tailored to their unique needs and goals. Jo Lynn holds a Bachelor's Degree from the Texas A&M University System and is a Certified Financial Planner (CFP) as well as a Personal Investment Advisor (PIA). While she does not provide tax advice in her current role, her background as a CPA enhances her ability to assist clients with estate and trust planning strategies alongside their tax, legal, and accounting advisors. Outside of her professional responsibilities, Jo Lynn is involved in community outreach as a Better Money Habits Champion and volunteers with CASA of the Highland Lakes. Her personal interests include spending time with her family, playing tennis, and practicing yoga.

Nils Eric Florander is a Series 66 licensed financial advisor with Edward Jones, based in Marble Falls, TX. He has 10 years of industry experience and has been with Edward Jones since 2015. He also has a concurrent role at Baylor University since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.