Troy Hanes is a financial advisor with Thrivent Investment Management in Victoria, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning on a range of financial topics, with options to combine planning and managed-account services under a consolidated billing arrangement.

Paul Holm II is a financial advisor with Cetera who holds a Series 63 designation and has 30 years of industry experience. His work history includes long tenures at 1st GLOBAL ADVISORS, Inc. and Avantax Advisory Services, followed by his current role at Cetera since 2025. Outside of advising, he is the managing member of Holm Financial Services, LLC and serves as treasurer for a local judicial campaign, as well as a CPA partner at Paul B. Holm & Company, PLLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Eric Heidrich is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2011. He also has a minority ownership interest in Coastline Advisory Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Kristen Newman is a financial advisor at Osaic with 11 years of industry experience. She holds Series 66 and Series 63 designations. Her prior work includes positions at Arkadios Capital, Arkadios Wealth Advisors, and LPL Financial, LLC. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients, providing brokerage and advisory services, financial planning, and retirement consulting through a large network of affiliated advisors. The firm employs asset-allocation tools and third-party platforms to manage portfolios that include a variety of investment types and offers both discretionary and non-discretionary account management.

Jill Phillips is a Series 66-licensed financial advisor with LPL Financial, bringing 17 years of industry experience. She previously worked with Waddell & Reed Inc. and held roles in various insurance agencies. Her background also includes community involvement with Idaho Falls Civitans. 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 advisory and brokerage services, utilizing both proprietary research and third-party strategies across diverse investment approaches.

Teresa Magaw is a financial advisor with Ameriprise in Victoria, TX, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has worked at Ameriprise since 2018, including her current role since 2020, and previously held positions at Investment Professionals, Inc. and LPL Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory resources through a centralized team to provide non-discretionary, algorithm-supported retirement income planning.

Mark Chavez is a financial advisor with LPL Financial in Victoria, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2021 and has previously been involved with organizations including Cobra Athletics and Third Coast Business Network. Chavez has also participated in community organizations such as Toastmasters International and American Heritage Girls. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, and institutional platforms, utilizing research-supported strategies implemented by a large network of investment adviser representatives.

Chris Bludau is a financial advisor with Edward Jones in Victoria, Texas, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tammy Hicks is a financial advisor at Edward Jones in Victoria, TX, holding a Series 66 designation. She has been with Edward Jones since 2020, including her current role starting 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rocky Rohde is a financial advisor with Ameriprise in Victoria, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Rohde is involved in health insurance brokering through Rohde Financial Group, LLC, offering clients access to plans from providers such as Aetna and Blue Cross Blue Shield. He also creates automotive content on YouTube and participates in health coaching and monster truck event promotions. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Maegan Jewell is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at C.D. Johnson Companies, Inc. for four years before joining Edward Jones in 2018. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mark Zafereo is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors. 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, model portfolio programs, third-party asset management, and institutional platforms.

Robert Gomez is a financial advisor at Edward Jones in Victoria, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 with a broad network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Jason Henry is a financial advisor with LPL Financial in Victoria, TX, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. His work history includes roles with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., as well as a longstanding position at Poc Financial Group. He is involved with the Victoria Area Estate Planning Council, providing assistance and feedback in council meetings. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by an extensive network of investment adviser representatives.

John Ashton Hesse is a financial advisor at Edward Jones with 10 years of industry experience. He has held his current position since 2015 and holds a Series 66 designation. 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 range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branches.

Robert Steed is a financial advisor with Edward Jones in Victoria, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm is known for its extensive retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Valerie Steckler is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at EOG Resources Inc. from 2014 to 2019. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kejing Burgess is a financial advisor with LPL Financial, holding a Series 66 designation and beginning their advisory career in 2026. Prior to entering the financial industry, Burgess worked for 15 years as an intellectual property attorney. Outside of finance, Burgess has experience in small business ownership, including roles in mortgage, insurance, and massage therapy businesses. 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 both proprietary and third-party strategies.

Tyler Ricottilli is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has previously worked with Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory role, he is the president and CEO of Border Swabbing Inc., an oil and gas business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple investment management options through a multi-manager platform, combining affiliated and third-party model portfolios and strategies, with oversight across various program structures and custodial relationships.

Amy Farnum is a financial advisor at Edward Jones in Victoria, TX, holding the Series 66 designation. She joined Edward Jones in 2024 and has prior experience at New Rez, Dow Chemical Credit Union, and Chemical Bank. Her background also includes time as a homemaker and work at the University of Houston Victoria. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets across a large nationwide network of financial advisors and branch offices.