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.

Colin Perez is a financial advisor with Edward Jones in Canyon Lake, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked and studied at Schreiner University from 2022 to 2026 and has held various positions in educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

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 Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Equitable Advisors, she worked at Uber and Lyft for four years each. She serves as a volunteer board member for the Wimberley Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through Investment Adviser Representatives using various third-party advisory models and offers a range of investment options including mutual funds, ETFs, and alternative investments.

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.

Crystal Dixon is a Series 66 licensed financial advisor with Edward Jones in San Marcos, TX, bringing 14 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is a distributor for AdvoCare International, a health and wellness company, primarily to obtain product discounts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Morgan Hammer is a financial advisor with Edward Jones in San Marcos, 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 roles. 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 broad range of advisory programs and affiliated investment options. The firm is notable for its extensive network of advisors and branch offices across the country.