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Stanley C

Series 63, Series 66

New Braunfels, TX

Edward Jones

Stanley Cunningham is a financial advisor with Edward Jones in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 43 years of industry experience. He has been with Edward Jones since 1982. Cunningham is involved with a charitable organization in New Braunfels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael J

Series 66

New Braunfels, TX

LPL Financial

Michael Jones is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Next Financial Group, CUSO Financial Services, and Cetera Advisors, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gregory A

Series 66

Spring Branch, TX

Edward Jones

Gregory Anderson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Radi Z

Series 66

New Braunfels, TX

Edward Jones

Radi Zapryanov is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets. The firm is notable for its large retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael L

Series 63, Series 65

New Braunfels, TX

LPL Financial

Michael Leal is a financial advisor with LPL Financial in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Investment Centers of America, Inc. from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide array of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rebecca C

Series 66

New Braunfels, TX

Edward Jones

Rebecca Brown is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2017 and previously was involved with The Sipp on South Lamar and The Daily Mississippian. Brown serves as Treasurer for The New Braunfels Jaycees, managing the organization’s budget and philanthropic efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers various advisory programs and investment solutions, managing over $1 trillion in assets with a large network of advisors and branches nationwide.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jay R

Series 63, Series 65

Bulverde, TX

Primerica Advisors

Jay Rogers is a financial advisor with Primerica Advisors in Bulverde, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and is also involved as the owner of Yerecoin, LLC, which sells memberships for the New Braunfels Chamber of Commerce, where he is active in membership sales. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Sheila P

Series 63, Series 65

Canyon Lake, TX

Edward Jones

Sheila Pringle Perez is a financial advisor with Edward Jones in Canyon Lake, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved in managing commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a 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.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Christian Faith Based
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Zane P

Series 66

Canyon Lake, TX

Equitable Advisors

Zane Platt is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Neal Guthrie Companies and Tarleton State University. Outside of financial advising, he is a partner in Last Light Taxidermy and Game Processing LLC, a taxidermy business. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm offers services through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for investment implementation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Robert B

Series 63, Series 65

Canyon Lake, TX

Charles Schwab

Robert Bachle is a financial advisor with Charles Schwab in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at USAA Financial Advisors, USAA Financial Planning Services, and USAA Investment Management Company before joining Charles Schwab and Charles Schwab Bank in 2020. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and comprehensive investment guidance.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Daniel D

Series 63, Series 65

Bulverde, TX

Cetera

Daniel Deviney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera since 2025 and previously spent 18 years with Avantax Investment Services and related entities. Deviney is active in his community as a member of the Bulverde Lions Club and the Bulverde/Spring Branch Area Chamber of Commerce, and he provides business and management consulting through Deviney Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services and access to various third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David F

Series 66

New Braunfels, TX

LPL Financial

David Ferguson is a financial advisor with LPL Financial holding a Series 66 designation. He has less than one year of industry experience with prior roles at Northwestern Mutual and 4Life Wealth Advisors. Outside of finance, he has worked in hospitality and completed five years at Texas A&M University. 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 financial planning, advisory services, and access to model portfolios and third-party asset managers through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael M

CFP®, Series 63

Wimberley, TX

Edward Jones

Michael Murphy is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 1993. He is based in Wimberley, TX. Outside of his advisory role, Murphy is involved in managing a cattle lease and holding company in Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive advisor and branch network and integrated capabilities beyond traditional advisory services.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Jay M

Series 63

Spring Branch, TX

Ameriprise

Jay Mcanelly is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 designation and has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services, and previously at Investment Professionals, Inc. Mcanelly serves on the board of directors for Junior Achievement of South Texas. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to generate personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael S

Series 66

New Braunfels, TX

Edward Jones

Michael Schepp is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Mueller Inc., TaskUs, and Desert De Oro, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Peggy S

Series 63, Series 66

Spring Branch, TX

J.P. Morgan Securities

Peggy Stavinoha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She also works as a fitness class instructor at Life Time Fitness, teaching one class per week. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Michael M

Series 63

New Braunfels, TX

LPL Financial

Michael Mullins Sr. is a financial advisor with LPL Financial based in New Braunfels, TX. He holds a Series 63 designation and has 38 years of industry experience, including roles at Mullins & Timmermann, P.C., Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he operates a tax preparation and accounting practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Roger S

CFP®, Series 63, Series 66

New Braunfels, TX

LPL Financial

Roger Simmons is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial since 2004. He has played the French horn professionally with the Corpus Christi Symphony, Austin Symphony, and Austin Lyric Opera since the mid-1990s. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kevin H

Series 63, Series 66

Wimberley, TX

Edward Jones

Kevin Hammond is a financial advisor with Edward Jones in Wimberley, TX. He holds Series 63 and Series 66 designations and has over 20 years of experience with Edward Jones, including his current tenure starting in 2026 and prior service from 2007 to 2026. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Rebecca M

Series 66

New Braunfels, TX

Edward Jones

Rebecca Muehl is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience in the industry. She has worked at Edward Jones since 2019 and previously held roles in various companies including Certified Tree Care and Leif Johnson Ford. Outside of her advisory work, Muehl is the owner and Executive Director of THE VILLAGE: AUTISM ALLIANCE, a nonprofit based in New Braunfels, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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