Jesus Silva De La Hoya is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

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 who holds the Series 66 designation and has 13 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also involved in an insurance agency, Lake Travis Insurance and Financial Services, Inc., where he holds a 25% ownership stake. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Jo Dyer serves as a Resident Director at Merrill, bringing more than a decade of experience as a Certified Public Accountant to her role as a financial advisor. She focuses on legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Jo strives to be the primary resource for high-net-worth families seeking guidance on creating and executing their financial goals for today and future generations. Her professional expertise includes working with business owners, wealth creators, and multi-generational families to develop personalized strategies that involve trust and estate planning, in collaboration with clients' accountants, attorneys, and other professional advisors. While Jo utilizes her CPA background to inform her guidance, she does not provide tax advice in her capacity at Merrill. Jo holds a Bachelor's degree from Texas A&M University System and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is also involved in her community as a Better Money Habits Champion and volunteers with CASA of the Highland Lakes. Outside of work, Jo enjoys spending time with her family, playing tennis, and practicing yoga.

Lisa Aschenbeck is a financial advisor with Cambridge Investment Research Advisors with 22 years of industry experience. She holds the Series 66 designation and has been with Cambridge Investment Research since 2010. Outside of her advisory role, she is a partner in Texan Tree Depot and has involvement as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies.

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.

Paul White is a financial advisor at Edward Jones in Marble Falls, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, White serves as an advisory board member for Heart of the Hills Pregnancy and Family Resources and is president of the school board at St. John Bosco High School in Fredericksburg, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Patricia A Dukes is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services Inc. since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Fahad Jethwa is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked previously at Tiaa Cref Individual & Institutional Services and Morgan Stanley. Outside of his advisory career, Fahad is involved in a family-owned automotive business in Austin, Texas, where he serves as president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

William Lynch IV is a financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2020 and previously spent eight years at Lennar Homes Corporation. 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 solutions supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Thomas Moore is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Securities Corporation for nine years. He is also involved in several business ventures, including ownership of a retail floral and gift shop and participation on the board of a grief support group for parents who have lost children. OSAIC serves a diverse client base comprising individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a wide range of investment options.

Clare Grabarkewitz is a financial advisor with Edward Jones in Lago Vista, TX, holding a Series 66 designation and seven years of industry experience. She previously worked at Tarleton State University and Insurance Planners & Advisors Group Inc. Outside of advising, she owns a short-term rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Cray Martin is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 1998. Outside of his advisory work, he owns and operates CR Martin Ranch, a private cattle production and agricultural enterprise. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include fee-based financial planning and portfolio management.

George Williams is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior experience includes roles at Empower Wealth and Tax, Travis County, LPL Financial/Strategic Financial Concepts, MSI Financial Services, New England Securities, Chase Investment Services, Edward Jones, and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Frank Winford Sr. is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2016. Outside of his advisory role, he serves as a trustee for two family trusts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored, non-discretionary financial planning and investment consulting supported by a wide range of portfolio management styles and affiliated research.

Brian Surovik is a financial advisor at Ameriprise Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2018, previously working at Investment Professionals, Inc. from 2016 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.