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 career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Okta, and Pinn Technologies. Heaton is also involved with Bridgewater Partners, Insurance and Financial Services, LLC in San Francisco. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and access to third-party asset management through advisory and brokerage channels.

Kenneth Thigpen is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments, Inc. since 2004 and Primerica Financial Services since 2003. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Zachary Hoyle is a financial advisor with Wells Fargo Advisors located in Dripping Springs, TX. He holds a Series 66 designation and has 16 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2011. Outside of his advisory work, he owns and operates ZNHOYLE DWP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu, including cash-flow, retirement, education, and niche planning services, utilizing Wells Fargo research and tools to tailor recommendations for clients.

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®-certified financial advisor with Wells Fargo Advisors, based in Dripping Springs, TX, and has 28 years of industry experience. He has been with Wells Fargo entities since 2009 and owns two investment-related firms, Driftwood Wealth Partners LLC and DASquire DWP LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by firm research and planning tools across a broad range of planning areas.

Albert Gonzalez is a financial advisor with LPL Financial in Dripping Springs, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His career includes notable roles at Waddell & Reed, Inc. and J29 Associates, where he has maintained an ongoing outside business activity. He also worked with various insurance carriers through W & R Insurance Agencies for a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, third-party research, and advanced technologies.

Cody Dailey is a financial advisor with Edward Jones in San Marcos, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. In addition to his advisory role, he serves as a trustee for First Baptist Church in San Marcos, acting as the church’s elected representative on legal matters. 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 advisory programs, 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 at Equitable Advisors in San Marcos, TX, with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2004, previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he is active as a musician, singing and playing instruments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Michael Levingston is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked for Cambridge Investment Research for 12 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology-driven investment solutions.

Robert Davidson is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential Insurance Co. of America, PRUCO Securities, NYLife Securities LLC, and New York Life. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios along with brokerage and insurance products through an integrated platform.

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.

Patrick Johnson is a CFP® professional affiliated with LPL Financial, bringing 13 years of industry experience. He previously worked with Kestra Advisory and Kestra Investment Services for seven years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Patricia Thornton is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. From 2016 to 2020, she was affiliated with Emmanuel Lutheran Church. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a network of nearly 3,700 financial advisors.

Christopher Wright is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, following a prior role at AdTel International. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients, with a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors.

Jason Fischer is a financial advisor at Edward Jones in San Marcos, TX. He holds a Series 66 designation and has experience working in various industries, including 12 years at Land O' Lakes Inc, followed by roles at SRS Distribution and Harrell's LLC before joining Edward Jones in 2025. 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 through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Katie Blevins is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses. Before joining Equitable Advisors in 2022, she worked at Uber and Lyft from 2017 to 2021. Blevins is a volunteer board member of the Wimberley Chamber of Commerce. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage services.