Samuel Rylander is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services since 2005. Outside of finance, he is involved with the H.E. Butt Foundation and the Texas Outdoor Education Association. He also works as a driver for Uber and Lyft on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate clients, and charities. The firm utilizes model-delivery strategies and third-party discretionary portfolio management, supporting approximately 3,935 advisors and $15.5 billion in assets under management.

Colten Napier is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles with JPMorgan Chase Bank, Charles Schwab, and service in the U.S. Army. Outside of his advisory work, he is the owner of Napier Real Estate LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and may include ESG criteria in its recommendations.

Michelle Florander is a financial advisor at Edward Jones with 10 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Christopher Thomas is a financial advisor with Edward Jones in San Marcos, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at PNC Investments and multiple BBVA affiliates spanning wealth solutions, securities, insurance, and banking from 2012 to 2022. 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 wide range of discretionary and non-discretionary advisory strategies, supported by a large network of financial advisors and branch offices nationwide.

John Patrick Heaton is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Okta, Pinn Technologies, and Merrill. Heaton is also involved with Bridgewater Partners, Insurance and Financial Services, LLC as an insurance and investments business entity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, third-party asset manager access, and affiliated trust and insurance services.

Kenneth Thigpen is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has worked with PFS Investments, Inc. since 2004 and with Primerica Financial Services since 2003. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Jacob Brown is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles outside the financial industry, including positions in restaurants and delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Zachary Hoyle is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2023 and Morgan Stanley from 2009 to 2011. Outside of his advisory work, he owns and operates ZNHOYLE DWP, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools, and integrates advisory services with other financial products and referral channels.

John White II is a financial advisor with Ameriprise in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Gulf Credit Union, and CUNA Mutual Insurance Society, where he worked for two decades. He is also the owner of jpwsquared LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

David Squire is a CFP® with 28 years of industry experience currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023, Merrill from 2003 to 2009, and UBS Financial Services from 1998 to 2003. Outside of his advisory role, he owns and operates Driftwood Wealth Partners LLC and DASquire DWP LLC, investment-related businesses based in Dripping Springs, TX. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. The firm develops tailored recommendations using proprietary research and planning tools and offers optional implementation through brokerage or advisory programs.

Albert Gonzalez is a financial advisor with LPL Financial in Dripping Springs, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Waddell & Reed, TD Ameritrade, and involvement with the Boston University Alumni Council. Outside of his advisory work, he is affiliated with J29 Associates and Modern Life, focusing on non-variable insurance and related services. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with access to model portfolios, third‑party asset managers, and institutional platforms, while also providing non‑advisory financial products and operational tools.

Cody Dailey is a financial advisor with Edward Jones in San Marcos, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Edward Jones from 2001 to 2026 before joining LPL Financial LLC. Dailey serves as a trustee for First Baptist Church in San Marcos, acting as an elected representative on legal matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a large nationwide network of financial advisors and branch offices. The firm offers a range of investment advisory programs under a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Billie Pettey is a financial advisor with Ameriprise in Dripping Springs, TX, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of advisory work, she has business ownership interests in a real estate company in Tyler, TX. Ameriprise Financial Services is a large, diversified firm serving 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.

James Mcallister is a financial advisor with Equitable Advisors in San Marcos, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2004. Outside of his advisory work, he is also active as a musician, performing vocals and playing instruments. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients. The firm utilizes a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

Michael Levingston is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, B. Riley Wealth Management, Riverstone Wealth Management, and Ameriprise. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Robert Davidson is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with Prudential Insurance Co. of America, PRUCO Securities, LLC, and New York Life. Davidson continues to receive commission trails on insurance business written before joining Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Jeffrey Bouwman is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Outside of his advisory work, he is involved in managing a house rental in Fredericksburg, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

William Heredia is a financial advisor at J.P. Morgan Securities based in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Merrill Lynch, Texas Capital Bank, United Heritage Credit Union, Austin International Group, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach. The firm integrates quantitative and qualitative research in its advisory process and offers expanded derivatives and commodities capabilities through its regulatory registrations and affiliates.

Patrick Johnson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Kestra Advisory and Kestra Investment Services for seven years and at Fidelity for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutional clients.

Corey Burgess is a financial advisor with Ameriprise in Driftwood, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes fourteen years at Fidelity Investments and roles at New American Funding and Palm Lending. Outside of finance, he owns B & L Imports, a retail business in Driftwood. Ameriprise provides a retirement-income planning service focused on individuals with substantial investable assets, offering tailored recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and algorithmic tools with personalized advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.