Meaghan Medley is a Series 66-licensed financial advisor with Edward Jones, based in Liberty Hill, TX, and has seven years of industry experience. She has held various roles within Edward Jones since 2017 and previously worked in healthcare and fund distribution. Outside of her advisory work, she has been employed part-time as a bartender. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Bell is a CFP® and Series 66 registered financial advisor with Edward Jones in Georgetown, TX, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Barbara Stainton is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Dosier is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Georgetown, TX, he holds Series 63 and Series 65 licenses. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other advisory services.

Brian Vance is a financial advisor with Raymond James Financial Services, Inc., holding a Series 63 designation and bringing 42 years of industry experience. He previously served at Travis County Emergency Service District #5 from 2015 to 2016. Outside of his advisory role, Vance is a Finance and Investment Committee member for the Ben Hur Shrine nonprofit and serves as a subject matter expert on the FINRA Continuing Education Content committee. 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, pension plans, corporations, and institutions. The firm delivers tailored non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carrie Kline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a co-trustee for a friend's investment-related trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Seth Herbeck is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Schlumberger Technology Corp from 2007 to 2018. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shahram Khorram is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and Morgan Stanley throughout his career. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sarah Coombes is a financial advisor at Raymond James Financial with Series 66 registration and one year of industry experience. Prior to her financial services career, she worked for the Palatine Police Department for five years and has held various roles in hospitality and retail. She is also associated with Oak Crest Financial, a non-investment related support company based in Liberty Hill, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and comprehensive service programs. The firm is known for its municipal advisory affiliation and specialized employer advisory services.

Deborah Swanson is a CFP® professional with 28 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Advisor Resource Council. She also operated her own firm, Swanson Financial Strategies, for six years. 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 platforms and investment solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Ian Donnelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in the food service industry and at educational institutions. He is also an associate and junior advisor at Oak Crest Financial and Oakcrest Advisors, where he assists with client relations and financial planning. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its unique affiliation with a municipal advisor.

Matthew Capper is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience working at Westpac and in roles related to music and church activities. Outside of advising, he occasionally plays drums for The Grove Church in Liberty Hill, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large network of financial advisors and offers services under a fiduciary standard.

Jessie Day is a financial advisor with Merrill in Georgetown, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Merrill and Bank of America in 2025, Jessie worked at J.P. Morgan Securities and JPMorgan Chase Bank for five years. Outside of advisory work, Jessie owns Grand Day LLC, a home-flipping business involved in purchasing, renovating, and reselling properties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Sandra Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2014 to 2016. Outside of her advisory role, she has acted as an actor/extra and is a commissioned notary public in Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Richard Sieling is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked previously at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of advising, he serves as Treasurer and board member of the nonprofit Loop 360 water company and is involved in managing the agricultural and financial affairs of Moseley Ranch Cattle 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports its advisors with programs that include municipal advisory and SIMPLE IRA consulting services.

Jessica Lagares is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at Bank of America/Merrill Lynch for five years and Amplify Credit Union for three years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kimberly Beeney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicole Walters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved as a stylist selling nail polish strips through ColorStreet Nails. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Danny Bazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Raymond James & Associates. He has also maintained a long-standing business, Office Hours Inc, since 1982. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Jason Stanley is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Raymond James in 2018. He is also a partner and president of Oak Crest Advisors, LLC, a non-investment support company he helped found. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports municipal and public-finance work through unique affiliations.