Steve Orr is a financial advisor with LPL Financial, holding a Series 63 designation and over 39 years of experience in the industry. His prior roles include positions at Grove Point Investments, H. Beck, Inc., and ownership of Orr Financial Group. Outside of advisory work, he is the owner of Press On Publications, a non-investment-related business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Mariah Cisneros is a Series 66-credentialed financial advisor with Ameriprise, based in Victoria, TX, and has three years of industry experience. Prior to joining Ameriprise in 2020, she worked at Zoom Eyeccare and Chili's. She serves on the Board of Directors for the ABWA Victoria Professional Express Network and holds leadership roles with the Victoria Chamber of Commerce Ambassadors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning advice through written Recommendation Reports and ongoing support.

John Handley is a financial advisor with Wells Fargo Advisors in Victoria, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he maintains ownership interests in investment-related businesses including Henson Cole LLC and Coastline Advisory Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services supported by proprietary research and tools, integrating advisory services with banking and other financial products.

Melanie Weischwill is a financial advisor with LPL Financial in Victoria, TX, holding a Series 63 designation and 29 years of industry experience. She previously worked at Cetera and Cetera Investment Services LLC for over 25 years. Outside of her advisory role, she is involved with Equicast LLC, a business entity related to Greek Chicks Apparel. LPL Financial is a national broker-dealer and SEC-registered adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a broad network of advisors.

Michele Rohde is a financial advisor with Ameriprise in Victoria, TX, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory work, she is involved in coaching professional women on topics such as work/life balance and career motivation, and she co-authored a book focused on goal setting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that incorporates investment research and tax-aware strategies.

Crystal Martinez is a financial advisor with Edward Jones in Victoria, TX. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside her advisory role, Martinez is involved with 6th Realm Paranormal and As Above So Below, both ongoing since 2021 and 2022 respectively. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

John Hamman is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He is based in Victoria, TX. Outside of his advisory role, he serves as president of H&S Family Holdings, LLC, a real estate holding company. 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. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Deborah Humphreys is a financial advisor with LPL Financial based in Victoria, TX, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial and Texas Dow Employees Credit Union since 2016. Additionally, Deborah is a licensed notary in the State of Texas and participates in a direct selling business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad network of investment adviser representatives.

Amanda Joiner is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. Her background includes roles at Grove Point Advisors, Orr Financial Group, and Hansaflex USA. Outside of advising, she is involved with Orr Financial Group as a doing-business-as entity related to her LPL activities. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and advanced operational tools.

Jayce Serrano is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Cetera and Cetera Investment Services Independent. Serrano is also involved with Fidelity and Guarantee Annuities and VIP Insurance Agency in non-variable insurance activities. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Anthony Burgess is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Burgess is also involved with CoastPoint Financial LLC, an entity related to his LPL business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Conner Holm is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked in various financial and appraisal roles, including at Jefferson Bank and through his own real estate appraisal businesses. Holm has been involved in residential real estate appraisal work, holding an active license though he ceased appraisal activities in 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment platforms and third-party managers.

Tal Elliott is a financial advisor with Edward Jones in Victoria, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Elliott owns and manages a cattle farm in Lott, TX, and holds board positions in several businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and offers additional services such as trust company capabilities and securities-based lending.

Randall Staudt is a financial advisor with LPL Financial in Victoria, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Cetera and Cetera Investment Services LLC for 15 years before joining LPL Financial. Outside of his advisory work, he is active as a musician in the band No Chance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, wrap programs, third-party asset management access, and institutional platforms.

Marina Saldivar is a Series 66-credentialed financial advisor with five years of industry experience. She is currently with LPL Financial, having joined in 2023, and previously worked at Cetera and Prosperity Bank. Outside of advising, she is a licensed notary in Texas. 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, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

W Macfarlane is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations, and has 25 years of industry experience. His prior work includes positions at Wells Fargo Advisors and Wells Fargo Clearing, as well as leading M.F. Mac Farlane, Inc. for 40 years. He is also the owner of Lucky Dog Aviation LLC, a business outside the financial industry. Raymond James & Associates is a dually registered broker-dealer and investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Christopher Korinek is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. He has worked at Cetera Wealth Services, Concourse Financial Group Securities Inc., and maintains his own engineering business providing structural engineering services. Outside of financial advising, he operates a structural engineering firm in Victoria, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors, utilizing multiple program platforms and manager options.

Karly Hoerig is a financial advisor with Thrivent Investment Management in Victoria, TX, holding Series 66 and Series 63 credentials and nine years of industry experience. She has been with Thrivent Financial since 2017 and previously worked at Adaptive Driving Access from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers clients the option to combine planning with managed-account services under a consolidated billing structure.

Jason Mikeska is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His prior work includes roles at Cetera and Prosperity Bank. Additionally, he is involved as a financial advisor with Prosperity Private Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment recommendations with client goals and supports a broad network of advisors with specialized offerings in municipal finance and employer retirement plans.

Adolfo Sotomayor is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63, 65, and 66 designations. His prior roles include positions at First Things First Financial Planning, Cortrust Bank, Raymond James Financial Services, and TD Ameritrade. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and advisor support tools.