Paul Fredrickson is a CFP® professional with 12 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Charles Bowen is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and has held roles at Cetera Wealth Services, Summit Financial Group, and other firms. Outside of advising, Bowen is involved in ranching operations and serves as a committee member for an educational trust that awards scholarships to high school students. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial relationships.

Mitchell Rivers is a CFP® with 18 years of experience, currently serving as a financial advisor at Edward Jones since 2007. He holds a Series 66 license and is based in Marble Falls, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Kaitlin Lewis is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals and families to help navigate important financial decisions and create personalized strategies designed to support their long-term goals. Kaitlin focuses on clarity in financial planning, assisting clients in understanding complex financial topics and gaining confidence in their decisions. Before joining Merrill, Kaitlin gained experience in banking and lending, which provided her with a broad perspective on how investments, cash flow, and credit decisions integrate within a comprehensive financial strategy. She also served in Military Intelligence as a linguist and analyst in the United States Army, where she developed analytical discipline and attention to detail that inform her approach today. Kaitlin's expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and women and wealth. Kaitlin earned a Bachelor of Business Administration from The University of Texas at San Antonio and holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Outside of her professional work, Kaitlin enjoys cooking, reading, skiing, spending time with her family, traveling, and practicing yoga.

Christine Buckley is a financial advisor with Edward Jones in Marble Falls, TX, holding a Series 66 designation. She began her career at PwC in 2018, followed by five years at Faske Lay & Co., before joining Edward Jones in 2025. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jimmie Stark Jr. is a CFP®-credentialed financial advisor with Edward Jones in Marble Falls, TX, bringing 12 years of industry experience. He has worked at Edward Jones since 2014. Outside of finance, Stark has served as a basketball official since 1990. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated funds, supported by a large national network of advisors and branch offices.

Corey Skahill is a financial advisor with Edward Jones in Marble Falls, TX, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Ronald Jernigan is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior experience includes roles at National Planning Corporation and Sigma Financial Corporation. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients with a wide range of financial planning and advisory programs, including retirement plan consulting and model portfolio management.

Kenneth French Sr. is a financial advisor with Edward Jones in Horseshoe Bay, TX, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. French also serves as a board member of the Victoria Lay Person Pension Board, where he participates in setting investment policy for a retirement fund. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Paul White is a CFP®-credentialed financial advisor with Edward Jones, based in Marble Falls, TX, with 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he is the sole owner of a business office in Fredericksburg, TX. 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 advisory and investment solutions, operating under a fiduciary standard.

Daniel Arrington is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 26 years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously was with Summit Financial Group Inc. Outside of financial services, Arrington operates a fishing guide business in Texas and serves on a memorial scholarship selection committee. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing over $256 billion in assets through more than 10,000 advisors.