Kevin Hammond is a financial advisor at Edward Jones in Wimberley, TX, holding Series 66 and Series 63 licenses. He has been with Edward Jones since 2007, accumulating 19 years of industry experience. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of financial advisors and branch offices.

Reagan Rentschler is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Buda, TX. 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.

Jeremiah Pizana is a financial advisor with Osaic Wealth Inc., holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at Kestra Investment Services, Kestra Advisory Services, LibertyCrown Financial Planning, and Cetera Investment Advisors. He also owns Trinity Oak Wealth Partners, which provides fixed insurance and CFO services to business owners. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with a focus on asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money managers.

Richard Gibbens is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Johnson Controls Inc. and Parsonex Advisory Services. Outside of his advisory role, he is involved in the sale of investment and loan products as well as referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody services through BNY Mellon Advisors and Pershing.

Katherine Kennedy is a CFP® with 26 years of industry experience, currently serving at OSAIC. Her prior roles include positions at Royal Alliance Associates, First Independent Advisory Services, KBK Wealth Strategies, WFG Advisors, and Pro-Integrity Securities. She is also the owner and president of KBK Wealth Strategies, LLC, through which she occasionally provides life and long-term care insurance sales to existing clients. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with tools for portfolio optimization and offers a range of advisory and brokerage services across multiple platforms.

James Love is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual in various roles from 2013 to 2024. His other business activities include involvement with Shoreside Wealth Management, an entity related to his LPL business. 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, third-party asset management, and institutional platforms.

Marisa Brown is a financial advisor with Charles Schwab in San Marcos, TX, holding a Series 66 license and seven years of industry experience. Her prior roles include work at Kathleen Brown Attorney at Law, the University of Texas at Austin, Instituto Tecnológico Autónomo de México, and The Wright Companies. Outside of finance, she co-owns Olive & Oak, a wedding floral business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Joshua Fuchs 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 joining Edward Jones, he worked at Spring Branch ISD and coached a high school girls’ volleyball team through Ghost Sports LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Paul Mayhew is a financial advisor with Mass Mutual Investors Services in San Marcos, Texas, holding a Series 63 designation and 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual and has operated his own retail photography business since 2018. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers collaborative, goal-focused planning using firm-approved analytical tools and a range of event-driven and specialized planning programs.

Ellen Edwards is a Series 66 licensed financial advisor with Edward Jones, based in Wimberley, TX. She has 12 years of industry experience, including 11 years with Edward Jones. 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 network of advisors and branch offices nationwide.

Susan Santamaria is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 41 years of industry experience. Santamaria has been with Raymond James since 2015. Outside of advising, she owns a support company that handles administrative business functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains specialized services in municipal advisory and employer SIMPLE IRA consulting.

Jason Dixon is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the managing member of Dixon Venture Group, which involves managing rental properties in Texas. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Zito is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, New York Life Insurance Company, Cavender Cadillac, and Jennings Anderson Ford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds while managing approximately $1.01 trillion in assets under management.

Kathryn Mathis is a financial advisor with LPL Financial in San Marcos, TX, holding a Series 66 license and 24 years of industry experience. Her prior experience includes two separate terms at Wells Fargo Clearing totaling six years. Outside of her advisory role, she is a self-publishing author. 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 supported by technology and a broad network of over 22,800 advisors.

Todd Casterline is a financial advisor at Edward Jones with Series 66 credentials. He joined the firm in 2026 and has prior military experience serving 24 years with the Texas Army National Guard. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Randy Rousseau is a financial advisor with J.P. Morgan Securities in Austin, TX. He holds a Series 66 designation and has seven years of industry experience. His career includes roles at JP Morgan Chase Bank and Chase, spanning over 19 years in total. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process that includes quantitative and qualitative analysis, and incorporates ESG considerations in its recommendations.

Nathan Scarborough is a financial advisor with Cambridge Investment Research Advisors in Dripping Springs, TX, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at Aflac, Raymond James Financial Services, Lubbock National Bank, Chase Investment Services, and Edward Jones. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

Johnathan Curnutt is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His work history includes roles at Edward Jones since 2023, along with prior experience outside the financial sector. 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 under management and provides a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Paul Coroneos is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Foresters Advisory Services and Foresters Financial Services, as well as self-employed advisory work. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

Nicole Babin is a financial advisor with Edward Jones in Dripping Springs, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Rodan and Fields and was involved with Crush Fitness LLC. Outside of advisory work, she has participated in sales and marketing of hair products through a home-based role with Monat. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its integrated capabilities beyond standard advisory services.