Natalie Cox is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously been self-employed and worked in education. Outside of finance, she has experience with the YMCA and as the operator of a boutique retail business. 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 solutions supported by a large network of financial advisors and branch offices across the country.

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.

Nicholas Reynolds is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics, including investing, retirement planning, and preparing for unexpected expenses. Additionally, Nicholas offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Nicholas's expertise includes helping clients manage competing financial demands such as home purchases, college savings, eldercare, and healthcare planning. As a Personal Investment Advisor (PIA), he collaborates one-on-one with clients to define their objectives and select portfolio strategies tailored to their needs, providing ongoing advice and adjustments as circumstances evolve. He holds a bachelor's degree from Texas A&M University System.

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.

Matthew Mintz is a CFP® professional with six years of industry experience currently serving at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Clarke Kent Plumbing and CynergisTek Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Erica Sigholz is a Series 66-licensed financial advisor at J.P. Morgan Securities with five years of industry experience. She has worked at several firms including Edward Jones, Wells Fargo Clearing, and JPMorgan Chase Bank, N.A. In addition to her advisory work, she was involved in an entrepreneurial venture with Cruholz LLC dba Putt for Dough LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and research.

Daniel Lacey is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at FSC Securities Corporation and its affiliated RIA. In addition to his advisory role, he operates a sole proprietorship providing tax preparation services. Osaic Wealth serves a diverse client base, including retail and institutional clients, with a range of brokerage and advisory services supported by a model-based investment approach emphasizing asset allocation and portfolio optimization. The firm is notable for its scale, affiliate network, and multi-advisor platform.

Nicholas Smith is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2012, following prior roles at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he manages Smith Wealth Management Group TX, LLC, a business entity associated with his LPL practice. 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 financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Kevin Spotts is a CFP® professional with 10 years of experience in the financial industry, currently serving at Edward Jones since 2016. He holds a Series 66 license and is based in Buda, TX. Outside of his advisory role, he is listed with Veteran Affairs in Washington DC but has no active responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Paul Schreier is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. He currently works at LPL Financial and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and InvenSense. He also operates a non-variable insurance business in Austin, Texas. 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, including financial planning and access to third-party asset management, with a broad platform that supports customized strategies and various institutional programs.

Staci George is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Austin, TX. She has 18 years of industry experience and has been with Edward Jones since 2007. Outside of her advisory role, she is an owner of George 3A LLC, a real estate business in Buda, TX. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors.

David Ketter is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates a range of discretionary and non-discretionary programs.

Steven Franco is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 registrations and 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a 20% ownership interest as a limited partner in a cigar store business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and integrates in-house and third-party investment managers to implement strategies according to client risk profiles.

Terrence Lee is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He previously worked at Raymond James, Northwestern Mutual, and Edward Jones. Outside of his primary advisory role, he is involved in managing an advisory business for a franchise team. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Logan De Rosier is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at NexPoint Securities, Equitable Advisors, and AXA 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on combining advisory services and a broad range of non-advisory financial products.

Kevin Hammond is a financial advisor at Edward Jones in Wimberley, TX, holding Series 66 and Series 63 licenses. He has been with Edward Jones since 2007, accumulating 19 years of industry experience. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of financial advisors and branch offices.

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.

Terry Sherman is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds CFP® and CFA® designations and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Jeremiah Pizana is a financial advisor with Osaic Wealth Inc., holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at Kestra Investment Services, Kestra Advisory Services, LibertyCrown Financial Planning, and Cetera Investment Advisors. He also owns Trinity Oak Wealth Partners, which provides fixed insurance and CFO services to business owners. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with a focus on asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money managers.