Austin Gay is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Kiewit and Ernst & Young, among other positions. He serves as Secretary for a Municipal Utility District in Houston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

David Navia is a Series 66 licensed financial advisor with Edward Jones, based in Richmond, TX, and has two years of industry experience. Prior to joining Edward Jones, he worked in various roles at The Cellar Door, Verizon, Bestbuy, and Houston Certified Diamonds. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Allen Van Maanen is a financial advisor with UBS Financial Services in Richmond, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 12 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to customize client plans. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

Raymond Stauffacher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a limited partner in a family partnership. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Johnson is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1996 and worked previously at the Preventive Medicine Institute for seven years. Johnson’s activities also include part-time sales of loan products and home security services affiliated with Primerica. Primerica Advisors primarily serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports a range of tactical and strategic investment approaches.

Margaret Meaux is a financial advisor at Beaumont Asset Management, LLC in Richmond, TX, holding a Series 65 designation with five years of industry experience. She previously worked at Wells Fargo from 2019 to 2021 and has held multiple roles within Beaumont Asset Management since 2017. Beaumont Asset Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with tailored portfolio allocations and manages approximately $365 million in discretionary assets.