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® with seven years of industry experience. He is currently with LPL Financial and previously worked at Northwestern Mutual in various wealth management and investment roles for seven years. Schreier also spent five years at InvenSense before entering the financial advisory field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Richard Nelms is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Capital Chemical Brokers LLC for five years and Accord Petrochemical Brokerage for six years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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.

Christopher Catanzaro is a financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2022 and was self-employed prior to that. Before entering the financial industry, he worked at Costco for six years. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at NexPoint Securities, Inc., Equitable Advisors, and AXA Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers diversified advisory programs and financial planning services supported by research and technology solutions.

Russell Bacon is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Crux Wealth Advisors. Outside of his advisor role, he is involved in multiple financial advisory and strategic consulting businesses based in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

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.

Jens Busch Jr. is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds a Series 63 designation and has worked previously at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved in life and health insurance sales and owns SXSW6 Financial Planning, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Ridge Dutkin is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, Dutkin is the lead singer of the band HeartBound. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based strategies without discretionary investment management.

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.

Sarah Stackpole is a financial advisor with MassMutual Investors Services in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at MML Investors Services, LLC since 2021 and has been with MassMutual Life Insurance Co since 2020. Prior to her current roles, she was involved with Sydell Hotels LLC and Kriya RevGEN LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

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.

Joshua Pearson is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked as an emergency services consultant for Chorsediving SCUBA Diving and held roles at Booz Allen Hamilton and the State of Texas Senate. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis to deliver collaborative, written financial planning recommendations.

Jennifer Miller is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory work, Miller serves as a board member for KLRU-TV, Austin PBS, dedicating approximately eight hours per month to this role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Patrick Lantzy is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Northwestern Mutual Wealth Management Company and related entities. Based in Austin, TX, he holds the Series 63 license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by research and technology-driven portfolio management.