Joseph Jeffers is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Austin, TX. His career includes roles at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, Donato Wealth Management, and Edward Jones. Outside of his advisory work, Jeffers serves as a Major and Planning Officer in the United States Army Reserves, is a soccer official managing game operations, and holds the position of Vice President of the Kiwanis Club of Round Rock. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools and a broad array of affiliated financial offerings.

Ronald Pinckard is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has five years of industry experience, including roles at Cambridge Investment Research Inc. since 2021. Outside of his advisory work, he has seven years of involvement with Boyd Independent School District. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individual and institutional investors, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Isaac Saenz is a Series 66-licensed financial advisor with Primerica Advisors in Austin, TX, bringing 17 years of industry experience. His background includes roles at PFS Investments Inc., Primerica Financial Services, J.P. Morgan Securities, Chase Investment Services, Wells Fargo Clearing, and A.G. Edwards & Sons. He also engages in part-time sales of home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and uses model-delivery investment strategies supported by third-party managers and custodians.

Donald Mc Graw is a financial advisor at Edward Jones in Austin, TX, holding the CFP® designation and Series 65 and 66 licenses, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary solutions, operating under a fiduciary standard.

Melody Kump is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. She holds a Series 63 designation and has worked at firms including Raymond James & Associates and Live Oak Investment Partners. Outside of advising, she is involved in local chambers of commerce and owns agricultural and financial businesses in Texas. Cambridge Investment Research Advisors serves a diverse clientele including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple investment platforms and proprietary model strategies.

Alex Garcia is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has worked at multiple firms including SWBC Investment Services and J.P. Morgan Securities. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of investment management and financial planning services to individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm provides access to a multi-manager platform that includes model portfolios, third-party managers, and customized strategies under various program structures and supervisory arrangements.

Mitchell Rentschler is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 license and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Gavin Loftus is a CFP® credentialed financial advisor with Edward Jones, based in Dripping Springs, TX, with 27 years of industry experience. He has been with Edward Jones since 2000. Outside his advisory work, he is a general partner of Weeton Properties LLC, a property holding business in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Samuel Hatchitt is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked in education with the Austin and Eanes Independent School Districts for a combined 12 years. Hatchitt is also co-owner and sales and herd manager of Hatchitt Hill Ranch, a beef cattle operation in Dale, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of financial advisors and branch offices.

Dustin Prestridge is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at institutions including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., PNC Bank, and University Federal Credit Union. 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, and institutional platforms, utilizing various investment strategies and advisor support tools.

Kimberly Sowers is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Women in ETFs, Sage Advisory Services, and Independent Portfolio Consultants, Inc. She is based in Austin, TX. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment strategies.

Nichole Saray is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, Wells Fargo Bank, Frost Bank, and A+ Federal Credit Union. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative manager due diligence and incorporates an ESG eligibility framework.

Stephanie Emory is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, where she has worked since 2013. She has 12 years of industry experience. 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 strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Nancy Mcdonald is a financial advisor at RBC Capital Markets in Austin, TX, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at UBS Financial Services, Merrill, and Bank of America, N.A. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers customizable investment programs and portfolio management services utilizing both in-house and third-party managers, with options for tax management and responsible investing.

Morgane Rodiek is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles within the education sector for eight years. She also owns a residential rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

Ronald Pinckard is a financial advisor with Cambridge Investment Research Advisors, Inc. in Austin, TX, holding over 53 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and has been self-employed since 1980. Outside of advising, he serves as CEO of Innet Financial Group Inc., an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension 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 across multiple platforms and custodians.

Donald Carpenter is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2012. Based in Austin, TX, he supports clients through Schwab’s wealth advisory programs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services. Their investment approach includes multi-asset model portfolios, both non-discretionary and discretionary account options, and a formal process for alternative investments.

Lisa Deterding is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at KIPP Austin Public Schools-Vista from 2015 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. Her prior roles include positions at Merrill, Raymond James Financial, and several securities firms. 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 financial planning and investment management services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Charles De Voe is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Steward Partners Investment Solutions, Raymond James Financial Services, Bank of America, and Merrill Lynch. He is also involved with Devoe Financial Consulting PLLC, a business entity established for tax and investment purposes. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.