Simon Ignat is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Merrill and Bank of America since 2025 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he operates a part-time DJ and wedding coordination business. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Kenneth Yergen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work history includes roles at A+ Federal Credit Union and Charles Schwab & Co., Inc., as well as service in the United States Marine Corps. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with a range of discretionary and non-discretionary program options.

Kelsey Mullen is a financial advisor at Edward Jones in Lockhart, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Kelsey has been involved in event planning on a small scale, primarily for friends and family, and is engaged with a business networking referral organization. Edward Jones is a full-service wealth management firm serving a diverse client base, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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.

Jerry Buchanan Jr. is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 after previous roles at Ntirety and Dell Technologies. Buchanan has zero years of industry experience as a financial advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

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.

Nicholas Irwin is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with firms including Edward Jones, Merrill, and SWBC Investment Advisory Services. Outside of his advisory role, he is co-owner of Ni-Hi Enterprises LLC, a business operations entity supporting Dauntless Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Cisco Guzman is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. His prior experience includes five years at Kestra Financial Services, Inc. He is currently based in Buda, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods to manage portfolios and serves as an advisor to multiple registered investment companies.

Ana Moradel is a financial advisor at Edward Jones in Austin, TX, holding Series 66 and Series 63 designations with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at BBVA USA, the University of Arkansas, Iberia Bank, First Employment, and Arvest Bank. She serves as president of the Master Networks-Austin Midtown Chapter, overseeing the leadership team and managing weekly meetings. 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 and investment strategies, supported by a nationwide network of financial advisors and branch offices.

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.

David Porter is a Planning Consultant at Fidelity Investments, where he supports multiple advisors in Henderson by providing resources and insights to help clients pursue their financial goals. He focuses on thoughtful planning to assist clients in maximizing the impact they have on their loved ones and community. He has been with Fidelity Investments since 2021, initially serving as a Financial Representative before becoming a Planning Consultant in 2022. His prior experience includes roles as a Sales Manager at Pro Trader Institute from 2013 to 2019, a Financial Advisor at JPMorgan Chase from 2012 to 2013, a Broker at Charles Schwab from 2010 to 2011, and a Banker at JPMorgan Chase from 2009 to 2010.

Kerry Roberts is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial and Lincoln Financial Securities Corporation. Roberts is also engaged in offering disability, long-term care, and traditional life insurance products, as well as fixed and equity-indexed annuities through his agency activities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Dustin Prestridge is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at institutions including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., PNC Bank, and University Federal Credit Union. 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 portfolio programs, and institutional platforms, utilizing various investment strategies and advisor support tools.

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.

Lisa Deterding is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at KIPP Austin Public Schools-Vista from 2015 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. Her prior roles include positions at Merrill, Raymond James Financial, and several securities firms. 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 advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Victoria Phrydas is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Charles Schwab for five years and was involved with Theia Coaching for two years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Julio Campos is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in finance, he worked at Tailored Brands for seventeen years. Outside of his advisory role, Campos is a commissioned artist based in Kyle, Texas. 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 under management and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Mintz is a CFP® professional with six years of industry experience currently serving at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Clarke Kent Plumbing and CynergisTek Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Brian Wallace is a financial advisor with Edward Jones in Lockhart, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Thrivent Investment Management Inc and has eleven years of involvement with Seguin Brewing Company, where he served as president. 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 large network of advisors and branch offices across the United States.