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.

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.

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.

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.

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.

Richard Gibbens is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Johnson Controls Inc. and Parsonex Advisory Services. Outside of his advisory role, he is involved in the sale of investment and loan products as well as referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody services through BNY Mellon Advisors and Pershing.

James Love is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual in various roles from 2013 to 2024. His other business activities include involvement with Shoreside Wealth Management, an entity related to his LPL business. 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 portfolios, third-party asset management, and institutional platforms.

Marisa Brown is a financial advisor with Charles Schwab in San Marcos, TX, holding a Series 66 license and seven years of industry experience. Her prior roles include work at Kathleen Brown Attorney at Law, the University of Texas at Austin, Instituto Tecnológico Autónomo de México, and The Wright Companies. Outside of finance, she co-owns Olive & Oak, a wedding floral business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Robert Roisum is a Series 66-licensed financial advisor with 11 years of industry experience, currently at LPL Financial since 2024. His prior experience includes roles at MassMutual Life Insurance Company and MML Investors Services LLC from 2015 to 2024, and Edward Jones from 2014 to 2015. 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, model portfolios, third-party asset management, and institutional platforms.

Amanda Poynor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. She has worked at Edward Jones since 2021, with prior experience at Northwestern Mutual, Texas Disposal, and Fat Quarter Shop. Outside of her advisory role, she has been involved as a sales consultant for a beauty and health products company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Paul Mayhew is a financial advisor with Mass Mutual Investors Services in San Marcos, Texas, holding a Series 63 designation and 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual and has operated his own retail photography business since 2018. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers collaborative, goal-focused planning using firm-approved analytical tools and a range of event-driven and specialized planning programs.

Heidi Irwin is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones for 12 years before joining Cetera and Dauntless Wealth Management in 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and supports multiple program structures with discretionary and non-discretionary authorities.

Jacob Fremgen is a Series 66 credentialed financial advisor with experience across multiple firms including Cetera and Kestra Financial. He currently works at Cambridge Investment Research Advisors and has been in the industry since at least 2012, with prior roles spanning financial services and related fields. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jason Dixon is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the managing member of Dixon Venture Group, which involves managing rental properties in Texas. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Burris is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at National Farm Life Insurance Company from 2018 to 2022 and was affiliated with the Buda-Kyle Church of Christ for 12 years. 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 affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices.

Peter Conforti is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities and has previously held roles at JPMorgan Chase Bank, LPL Financial, Entirety Financial, and Edward Jones. Before entering financial services, he worked for the Texas Education Agency and taught at The University of Texas at Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative analysis with forward-looking capital market assumptions and incorporates ESG criteria in its recommendations.

Matthew Zito is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, New York Life Insurance Company, Cavender Cadillac, and Jennings Anderson Ford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds while managing approximately $1.01 trillion in assets under management.

Kathryn Mathis is a financial advisor with LPL Financial in San Marcos, TX, holding a Series 66 license and 24 years of industry experience. Her prior experience includes two separate terms at Wells Fargo Clearing totaling six years. Outside of her advisory role, she is a self-publishing author. 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 supported by technology and a broad network of over 22,800 advisors.

Casey Richards is a financial advisor at Edward Jones in Buda, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he served 22 years in the US Army. 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 supported by a large nationwide network of financial advisors and branch offices.