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 with Cambridge Investment Research Advisors, holding a Series 63 designation and 39 years of industry experience. Her prior work includes roles at Raymond James & Associates and Live Oak Investment Partners. Outside of her advisory work, she is involved as president and owner of Texas Hills Financial Group and THFG, LLC, and is active in local chambers of commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of customizable investment strategies through independent Financial Professionals and maintains proprietary models alongside access to third-party managers.

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.

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 with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Her previous roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank, as well as JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Brandon Sims is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a part-owner of a rental property in Odessa, TX. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies and investment options, supported by a large nationwide network of advisors and branch offices.

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 at Cambridge Investment Research Advisors with 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 advisory work, he serves as CEO of Innet Financial Group Inc., an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

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.

Natalie Cox is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. She joined Edward Jones in 2024 and has experience working independently and at various organizations including The University of Texas at Austin and Smartie Pantz Boutique. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branches nationwide.

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.