Nathaniel Funk is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for eight years in the Georgetown Independent School District. 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 strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Marjorie Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Cetera since 2020 and previously spent 14 years at First Allied Securities, Inc. Johnson serves as an executor of a trust and volunteers with the International Waterlily Collection nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Tomasa Martinez is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, she worked at BNI Global, Woodstock School District 200, and BNI Marketing, LLC. Martinez is involved in volunteer work as a secretary for a religious organization and as a chaplain conducting Bible study for incarcerated women. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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.

Michael Bell is a CFP® and Series 66 registered financial advisor with Edward Jones in Georgetown, TX, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Jennifer Curry is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2018, and at Powell Financial Partners since 2014. Outside of her advisory work, she serves as a commissioner on the City of Georgetown Historic and Architectural Review Commission. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of investment strategies, including model portfolios, third-party managers, and customized approaches, supported by discretionary and non-discretionary program options.

Barbara Stainton is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Dosier is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Georgetown, TX, he holds Series 63 and Series 65 licenses. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other advisory services.

Yesica Garcia is a financial advisor with Merrill based in Leander, TX, holding a Series 66 designation and eight years of industry experience. She has worked at both Merrill and Bank of America since 2011. Outside of her advisory role, she is a co-owner of a family business in Spring, Texas. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies developed by internal and third-party managers for a range of individual, institutional, and charitable clients.

Brian Vance is a financial advisor with Raymond James Financial Services, Inc., holding a Series 63 designation and bringing 42 years of industry experience. He previously served at Travis County Emergency Service District #5 from 2015 to 2016. Outside of his advisory role, Vance is a Finance and Investment Committee member for the Ben Hur Shrine nonprofit and serves as a subject matter expert on the FINRA Continuing Education Content committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm delivers tailored non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carrie Kline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a co-trustee for a friend's investment-related trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Seth Herbeck is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Schlumberger Technology Corp from 2007 to 2018. 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, operating under a fiduciary standard.

Gregory Bowden is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2013. He has 20 years of industry experience. Outside of his advisory role, he is a co-owner of Goodwater Properties LLC, a rental real estate business. 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, and municipal entities, offering financial planning and non-discretionary investment consulting through various program options.

Troy Hein is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2022. He began his financial services career in 2019 and has developed a focus on working with athletes, industry professionals, and high net worth individuals to build, manage, and preserve their wealth. Troy and his team work closely with families and small business owners to create wealth management strategies that align with their specific goals. His areas of expertise include education planning, equity compensation services, family wealth management strategies, employee financial health, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. Troy’s approach emphasizes listening to clients and assisting them in making informed decisions to develop comprehensive financial plans. Troy holds a Bachelor's Degree from Stephen F Austin State University and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys golfing, hunting, music, and writing.

Gabriel Loehr is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Fidelity Investments, Equitable Advisors, and a period as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Shahram Khorram is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and Morgan Stanley throughout his career. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Staton is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Prior to his financial career, he taught at Georgetown and Cedar Park High Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing model-driven investment strategies across mutual funds, ETFs, and ETPs.

Makenna Lang is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her background includes roles at several educational institutions and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Yifan O'Connor is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities and affiliated entities since 2017, previously spending time at Bank of America. J.P. Morgan Securities LLC 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.

Miguel Davila Penaloza is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His background includes roles at Edward Jones, Meta Inc, and Apple Inc. He is based in Leander, TX. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Sarah Coombes is a financial advisor at Raymond James Financial with Series 66 registration and one year of industry experience. Prior to her financial services career, she worked for the Palatine Police Department for five years and has held various roles in hospitality and retail. She is also associated with Oak Crest Financial, a non-investment related support company based in Liberty Hill, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and comprehensive service programs. The firm is known for its municipal advisory affiliation and specialized employer advisory services.