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, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His prior work includes roles at Kestra Investment Services, LibertyCrown Financial Planning, and CFO Services. He is also the owner of Trinity Oak Wealth Partners, where he provides fixed insurance products to clients and offers CFO and outsourced bookkeeping services to business owners. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs multiple advisory platforms and uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of investment types.

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®-credentialed financial advisor with 26 years of industry experience. She is currently affiliated with OSAIC and has worked at Royal Alliance Associates, INC. for 11 years. Kennedy also owns and operates KBK Wealth Strategies, LLC, through which she occasionally provides life and long-term care insurance services to existing clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage, advisory, and financial planning services, utilizing various asset-allocation tools, risk assessments, and third-party platforms to manage portfolios across multiple investment types.

James Love is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2013 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and various investment strategies.

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.

Kathryn Mathis is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is a self-publishing author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Randy Rousseau is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2007, including JP Morgan Chase Bank and Chase. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Nathan Scarborough is a financial advisor with Cambridge Investment Research Advisors, holding Series 66, 63, and 65 credentials and 13 years of industry experience. His prior work includes roles at Raymond James Financial Services, AFlac, and Lubbock National Bank. He operates Texas Hills Financial Group, an independent advisory business in Dripping Springs, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and third-party manager referrals, with options for discretionary and non-discretionary management.

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 at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Foresters Advisory Services and Foresters Financial Services. Coroneos is involved in several business entities related to real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Julie Simineo is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she owns Envico Fitness Solutions, a business offering online fitness coaching and nutrition guidance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Samuel Rylander is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services since 2005. Outside of finance, he is involved with the H.E. Butt Foundation and the Texas Outdoor Education Association. He also works as a driver for Uber and Lyft on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate clients, and charities. The firm utilizes model-delivery strategies and third-party discretionary portfolio management, supporting approximately 3,935 advisors and $15.5 billion in assets under management.

Colten Napier is a financial advisor with J.P. Morgan Securities in Dripping Springs, TX, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, N.A., Charles Schwab, and service with the U.S. Army. Outside of advisory work, he is the owner of Napier Real Estate LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.