Anne Buck is a financial advisor at Kestra Advisory with 35 years of industry experience. She holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Kestra Advisory, she spent a decade with Securities America Advisors, Inc. Buck is involved in several business activities outside her advisory role, including serving as managing member of a legal services LLC and participating in real estate and cattle leasing ventures. Kestra Advisory provides investment advisory and retirement plan consulting services to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice supported by due diligence, serving a range of clients from individuals to sovereign wealth funds.

Mario Barrera is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. His career includes roles at Foundations Investment Advisors since 2024, Queen B Advisors from 2022 to 2024, and a 20-year tenure at United Services Automobile Association. Outside of advisory work, he is involved in MAGELLAN INSURANCE, where he offers insurance and annuity solutions to retail clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to manage investments.

Stephen Zarate is a financial advisor with Fidelity Investments in Kyle, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He previously worked at Kestra Investment Services, LLC from 2016 to 2021 before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its formal advisory role to multiple registered investment companies, and the integration of AI and algorithmic tools in its investment process.

Simon Ignat is a financial advisor with Merrill who holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase Bank, and GenerationTux. Outside of finance, he operates a part-time DJ and wedding services business in San Antonio. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cody Rickaway is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previous experience at Cambridge Investment Research Advisors and Thrivent Financial for Lutherans. Rickaway is involved with Integrated Wealth Management LLC, where he engages in non-variable insurance sales. 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, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kristen Christensen is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Ameriprise and Investment Professionals, Inc. In addition to her advisory work, she is involved with Outdoor Lifestyle Strategies and Springs Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a varied client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, supporting implementation through advisory programs and other providers.

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 in San Marcos, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Edward Jones in 2024, Moore worked at LPL Financial and has experience in the mortgage industry with Thrive Mortgage and Caliber Home Loans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.

Kevin Wartsbaugh is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of advisory work, he owns and manages a property and ranch in 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Arturo Andrews Jr. is a registered financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2011. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through a rigorous process that incorporates quantitative modeling and ESG criteria.

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.

Stanley Cunningham is a financial advisor with Edward Jones in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 43 years of industry experience. He has been with Edward Jones since 1982. Cunningham is involved with a charitable organization in New Braunfels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Sheila Pringle Perez is a financial advisor with Edward Jones in Canyon Lake, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved in managing commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Murphy is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 1993. He is based in Wimberley, TX. Outside of his advisory role, Murphy is involved in managing a cattle lease and holding company in Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive advisor and branch network and integrated capabilities beyond traditional advisory services.

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.

Michael Schepp is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Mueller Inc., TaskUs, and Desert De Oro, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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.