Jeremy Bouwman is a financial advisor with Edward Jones in Blanco, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Patterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he performs as a freelance session musician, contributing to various recording projects remotely. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, and is supported by affiliates offering portfolio implementation and management services.

Sammi Moore is a financial advisor at Edward Jones with Series 65 and Series 63 designations and one year of industry experience. Prior to joining Edward Jones, she worked at LPL Financial, Thrive Mortgage, and Caliber Home Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sergio Gamez is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His work history includes long-term roles at Primerica Financial Services and PFS Investments, as well as seven years with Hays Consolidated Independent School District. In addition to advisory services, he engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and selected separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Richard Salas is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Salas is a member of Three Rivers Evangelical Free Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Jeremy Pruett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes 13 years with Fidelity Brokerage Services and roles at several other financial firms. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and comprehensive due diligence on alternative investments.

Donald Mc Graw is a financial advisor at Edward Jones in Austin, TX, holding the CFP® designation and Series 65 and 66 licenses, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary solutions, operating under a fiduciary standard.

Melody Kump is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. She holds a Series 63 designation and has worked at firms including Raymond James & Associates and Live Oak Investment Partners. Outside of advising, she is involved in local chambers of commerce and owns agricultural and financial businesses in Texas. Cambridge Investment Research Advisors serves a diverse clientele including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple investment platforms and proprietary model strategies.

Gavin Loftus is a CFP® credentialed financial advisor with Edward Jones, based in Dripping Springs, TX, with 27 years of industry experience. He has been with Edward Jones since 2000. Outside his advisory work, he is a general partner of Weeton Properties LLC, a property holding business in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Gregory Anderson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Zane Platt is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Neal Guthrie Companies and Tarleton State University. Outside of financial advising, he is a partner in Last Light Taxidermy and Game Processing LLC, a taxidermy business. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm offers services through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for investment implementation.

Robert Bachle is a financial advisor with Charles Schwab in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at USAA Financial Advisors, USAA Financial Planning Services, and USAA Investment Management Company before joining Charles Schwab and Charles Schwab Bank in 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and comprehensive investment guidance.

Morgane Rodiek is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles within the education sector for eight years. She also owns a residential rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

Donald Carpenter is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2012. Based in Austin, TX, he supports clients through Schwab’s wealth advisory programs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services. Their investment approach includes multi-asset model portfolios, both non-discretionary and discretionary account options, and a formal process for alternative investments.

Charles De Voe is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Steward Partners Investment Solutions, Raymond James Financial Services, Bank of America, and Merrill Lynch. He is also involved with Devoe Financial Consulting PLLC, a business entity established for tax and investment purposes. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.

Michael Murphy is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 1993. He is based in Wimberley, TX. Outside of his advisory role, Murphy is involved in managing a cattle lease and holding company in Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive advisor and branch network and integrated capabilities beyond traditional advisory services.

Nicholas Reynolds is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics, including investing, retirement planning, and preparing for unexpected expenses. Additionally, Nicholas offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Nicholas's expertise includes helping clients manage competing financial demands such as home purchases, college savings, eldercare, and healthcare planning. As a Personal Investment Advisor (PIA), he collaborates one-on-one with clients to define their objectives and select portfolio strategies tailored to their needs, providing ongoing advice and adjustments as circumstances evolve. He holds a bachelor's degree from Texas A&M University System.

Nicholas Smith is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2012, following prior roles at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he manages Smith Wealth Management Group TX, LLC, a business entity associated with his LPL practice. 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 range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Paul Schreier is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. He currently works at LPL Financial and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and InvenSense. He also operates a non-variable insurance business in Austin, Texas. 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 and access to third-party asset management, with a broad platform that supports customized strategies and various institutional programs.

Staci George is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Austin, TX. She has 18 years of industry experience and has been with Edward Jones since 2007. Outside of her advisory role, she is an owner of George 3A LLC, a real estate business in Buda, TX. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors.