Daylan Gwosdz is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Victoria, TX. Outside of his advisory role, he co-owns a real estate investment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of over 23,000 advisors.

Pamela James is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Wells Fargo Advisors since 2023 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with recommendations delivered through meetings and written summaries.

Vernon Hall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with Raymond James and Prosperity Bank since 2016. Outside of his advisory role, he serves as a program manager for Prosperity Private Investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

George Wartsbaugh Jr. is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds a Series 63 designation and is based in Victoria, TX. Outside of his advisory role, he owns and manages a hunting camp in Yoakum, TX. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Lexi Salas is a financial advisor with LPL Financial in Victoria, TX, holding a Series 66 designation and has one year of industry experience. She has worked at South Star Wealth Management and Cetera Investment Services, and is involved as a volleyball coach with Southern Swing Volleyball. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ilene Gohmert is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018. Prior to that, she spent seven years at Cambridge Investment Research and has been self-employed as a CPA since 1990. She also serves as a trustee for a family trust and operates a tax preparation and accounting business. 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 institutions. The firm offers a range of financial planning and investment management solutions supported by technology and a large network of advisors.

Caleb Steed is a financial advisor at Edward Jones in Victoria, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked in education for over a decade, including roles at Hutto ISD and Texas State Technical College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyre Post is a financial advisor with P&P Wealth Management LLC in Victoria, TX. He holds a Series 66 designation and has 17 years of industry experience. He has worked with P&P Wealth Management LLC since 2011. P&P Wealth Management LLC operates as an independent firm.

Mark Westerman is the sole advisor at Mark L. Westerman, CPA, with credentials including a Series 63 license and 1 year of industry experience. He has operated his accounting and tax preparation business since 2006, providing services such as bookkeeping, payroll, financial analysis, budgeting, and income tax return preparation. Mark L. Westerman, CPA offers investment advisory and financial services to individual and institutional clients, integrating tax and accounting expertise into portfolio recommendations. The firm manages approximately $67.9 million for 38 clients, typically providing primarily non-discretionary advice while maintaining a small, focused client base.