Jill Montgomery is a financial advisor at Edward Jones with one year of industry experience. She previously worked at USAA for 13 years. Outside of her advisory role, she is a manager of EJH Construction Services, LLC, a construction business in Spring Branch, TX, where she assists with administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Wheeler is a financial advisor at Edward Jones in San Marcos, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Sam Houston State University from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

David Cooper is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Cetera since 2014 and has worked with related entities since 2002. Outside of his advisory role, Cooper participates in rodeo and farming activities and serves as a back-up power of attorney and executor for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers.

Dylan Cobb is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. He has previously worked at New York Life and American Income Life and has been involved with Superlative Formulas since 2019 as well as Darin Cobb Construction for ten years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Zachary Whitley is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was involved in property restoration with W.B. Arthur Restoration for eight years and has owned and operated Whitley Ice, LLC, an ice and water vending business, since 2012. He is also a licensed real estate broker with extensive experience since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Morgan Hammer is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Hammer worked at PAM Health and Insight Global among other firms. Outside of financial advising, Hammer serves as a County Commissioner for Hays County, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network as well as additional affiliated capabilities beyond advisory services.