Ned Cox IV is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at HEB Co. for four years before joining Edward Jones in 2019. Outside of his advisory role, Ned is the owner of IV Legacies LLC, where he plays music regularly and manages band scheduling for Northrock Church in Schertz, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Georgia Malmsten is a financial advisor with Edward Jones in New Braunfels, Texas, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 advisors.

Holly Hagle is a financial advisor at LPL Financial with 31 years of industry experience. She has held her current role since 2011 and previously worked at Chase Investment Services Corp. from 2008 to 2011. Holly holds Series 63 and Series 65 licenses and is a commissioned notary in the state of Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning and third-party asset management, supported by a large network of advisors and extensive operational resources.

Clayton Buchanan is a financial advisor with Merrill in New Braunfels, TX, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2017 and is currently affiliated with Bank of America, N.A. since 2024. Prior to his advisory roles, he worked at Dallas Baptist University from 2013 to 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Camden Steele is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, he worked at Ameriprise and has also held roles in the automotive industry. Camden serves as Treasurer for Frontline Heroes Outdoors, a nonprofit organization providing outdoor activities for veterans, active duty personnel, and frontline workers. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses advanced analytical tools to support client goals.

Mark Freeland is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 65 designations. He has 25 years of industry experience, including roles at Investment Professionals Inc., Signator Investors, Inc., Banc of America Investment Services, Inc., and CUSO Financial Services, L.P. He has been with Ameriprise since 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Abigail Hawkins is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to help clients develop comprehensive financial plans. She focuses on empowering clients to pursue their financial goals with confidence and clarity. She has held multiple roles at Fidelity Investments since 2021, including Relationship Manager, Central Relationship Manager, and Transition Service Specialist. Prior to her current positions, she worked as a Financial Advisor and Financial Advisor Intern at North Star Resource Group in 2021. Outside of her professional responsibilities, Abigail enjoys cooking and baking, participating in family activities, attending social events with friends, and engaging with movies and music.

Cole Neill is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he held positions in various industries including marine services, construction, and real estate. He has experience spanning a range of business sectors but is new to the financial advisory field. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad array of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by advanced technology tools.

Matthew Parker is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp and in business roles at 24 Hour Fitness and Winston Water Cooler. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and portfolio management strategies.

James Wissmiller is a financial advisor at Edward Jones in New Braunfels, TX, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2005. Outside of his advisory role, Wissmiller is involved in owning and managing short-term rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Chaston Horelka is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Cetera Investment Services LLC and 4Life Wealth Advisors. Outside of financial services, he was involved with Gulf Coast Landscaping LLC for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and operational tools.

Clark Pantel is a CFP® with 12 years of industry experience, all with Edward Jones since 2014. He is based in New Braunfels, TX, and holds a Series 66 license. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds under a fiduciary standard.

Peggy Faulk is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2017. She serves on the Board of Directors for Jones Partners, a nonprofit affiliated with the Jones School of Management at Rice University. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management solutions with integrated brokerage, custody, and advisory services.

Kristy Kirkland is a financial advisor at Edward Jones with 13 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jorge Camero is a financial advisor with J.P. Morgan Securities in New Braunfels, TX, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Victory Capital Management, Uber, and The Prudential Insurance Company of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with affiliated brokerage and investment management capabilities, offering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Michael Jordan is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and other specialized services under a fiduciary standard.

Brandon Allen is a financial advisor with Edward Jones in Seguin, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank before joining Edward Jones in 2017. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mark Squires is a financial advisor with Equitable Advisors in New Braunfels, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2000. Outside of his advisory work, Squires serves as president of Provenance Group LLC and is active in community organizations including the New Braunfels Downtown Rotary Club and the San Antonio Livestock Show and Rodeo Auction Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party program sponsors and LPL-sponsored offerings, and delivers services through a large network of investment adviser representatives.

Steven Alyea is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise in 2026. Outside of his advisory role, Alyea owns and operates a small cow/calf ranch in Leesville, Texas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored, tax-aware withdrawal strategies and ongoing annual advice.

James Hamilton is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, following a decade at USAA in various financial planning and advisory roles. Outside of his financial career, Hamilton serves as an Operations Officer in the Texas Army National Guard, overseeing a battery of 75 soldiers. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts within an integrated operational structure.