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 financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Edward Jones, and HTH Capital LTD. She also operated Cruholz LLC dba Putt for Dough LLC from 2023 to 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Daniel Lacey is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including Kramer Financial and FSC Securities Corporation. Outside of advisory roles, he operates a sole proprietorship providing tax preparation services. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by firm-provided asset-allocation tools and access to third-party money managers. The firm utilizes a variety of platforms and investment options, operating with both discretionary and non-discretionary account management.

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® affiliated with LPL Financial, with seven years of industry experience. He previously worked six years at Northwestern Mutual Wealth Management Company and five years at InvenSense. Schreier is also involved with non-variable insurance activities alongside his advisory work. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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, holding Series 66 and Series 63 licenses. He has over 20 years of experience with Edward Jones, having worked there from 2007 to 2026 and then continuing from 2026 to the present. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment strategies, and affiliated financial services.

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, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His prior work includes roles at Kestra Investment Services, LibertyCrown Financial Planning, and CFO Services. He is also the owner of Trinity Oak Wealth Partners, where he provides fixed insurance products to clients and offers CFO and outsourced bookkeeping services to business owners. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs multiple advisory platforms and uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of investment types.

Patrick Lantzy is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Financial. He previously worked at Northwestern Mutual in various capacities from 2021 to 2023. Outside of his advisory role, he dedicates limited time to non-variable insurance activities. 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 range of advisory and brokerage services, including financial planning and model portfolios, supported by a broad platform of tools and third-party asset management options.

Matthew Stephens is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Trinity Wealth Securities and Florida Financial Advisors/Texas Financial Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

London Chamberlain is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial and The Fox Alliance Wealth Advisors since 2021. Outside of advising, he serves as a mentor and seminar instructor for new transfer students through TrlG Mentor and Seminar. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.