Kendall Simpson is a financial advisor with Edward Jones in Dripping Springs, TX. He holds the Series 66 designation and joined Edward Jones in 2023. Prior to his current role, Kendall worked at Lake Austin Spa and Resort and Concordia University - Texas, among other positions. 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 strategies, with a large nationwide network of financial advisors and branch offices.

Karl Lambert is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2016. Outside of his advisory role, Lambert serves on the board of directors for the Jungle Theater, a performing arts organization, and is involved in leadership roles with several condominium associations. He is also an owner and officer of an educational product company, Reading Safe LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that incorporate a variety of investment managers and strategies, supported by RBC’s capital-markets capabilities and integrated financial services.

Gregory Bowman is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016. Outside of his advisory role, he is involved in a family investment group focusing on residential properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by extensive capital markets and affiliated asset management resources.

Elise Morales is a financial advisor at RBC Capital Markets in Austin, TX, holding a Series 66 designation with six years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Scott Obenshain is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets LLC since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm provides multiple wrap fee advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Kenneth Yergen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work history includes roles at A+ Federal Credit Union and Charles Schwab & Co., Inc., as well as service in the United States Marine Corps. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with a range of discretionary and non-discretionary program options.

Andrew Westerkom is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets, LLC since 2018. Prior to this, he worked at All About Vapor, Inc. for five years. Outside of his financial advising role, he is involved in voice-over work and produces a podcast through his media production company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering tailored advisory programs that incorporate discretionary and non-discretionary portfolio management and various financial services.

William Brandenberger is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and with 26 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering tailored investment strategies through multiple wrap fee advisory programs. The firm combines in-house and third-party investment managers to provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jonathan Block is a financial advisor with Thrivent Investment Management in Austin, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Schwab Retirement Plan Services from 2016 to 2024. Outside of his advisory role, he serves as an elder at Redeemer Lutheran Church, assisting its pastors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on a broad range of topics without portfolio management or institutional advisory services.

Michael Cross is a financial advisor with Edward Jones in Austin, TX, holding CFP®, ChFC®, and Series 66 credentials with five years of industry experience. He previously worked at JPMorgan Chase Bank for 13 years before joining Edward Jones in 2020. Outside of his advisory role, he is listed as a managing member of Goldilocks Cookie Co., LLC, a business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kenneth Patterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he performs as a freelance session musician, contributing to various recording projects remotely. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, and is supported by affiliates offering portfolio implementation and management services.

Jerry Buchanan Jr. is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 after previous roles at Ntirety and Dell Technologies. Buchanan has zero years of industry experience as a financial advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Matt Williamson is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at UBS Financial Services and Blacklight Pictures before joining J.P. Morgan, where he has been since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program delivers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Cisco Guzman is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. His prior experience includes five years at Kestra Financial Services, Inc. He is currently based in Buda, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods to manage portfolios and serves as an advisor to multiple registered investment companies.

Ana Moradel is a financial advisor at Edward Jones in Austin, TX, holding Series 66 and Series 63 designations with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at BBVA USA, the University of Arkansas, Iberia Bank, First Employment, and Arvest Bank. She serves as president of the Master Networks-Austin Midtown Chapter, overseeing the leadership team and managing weekly meetings. 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 programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Jeremy Pruett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes 13 years with Fidelity Brokerage Services and roles at several other financial firms. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and comprehensive due diligence on alternative investments.

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.

Sook Snyder is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she is involved as a coach intern at Fit Body Boot Camp, where she works with clients on fitness and accountability. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Oma Claunch III is a CFP® professional with 39 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. His career includes ownership and partnership roles in Claunch Holdings, LP and Claunch Holdings, GP LLC, as well as financial consulting through Priority Planning Financial Consultants. He also serves as a board member and volunteer for the Twin Isles POA in Kingsland, TX. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through its extensive network of Financial Professionals and multiple platform solutions.

Kerry Roberts is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial and Lincoln Financial Securities Corporation. Roberts is also engaged in offering disability, long-term care, and traditional life insurance products, as well as fixed and equity-indexed annuities through his agency activities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.