Matthew Zito is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, New York Life Insurance Company, Cavender Cadillac, and Jennings Anderson Ford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds while managing approximately $1.01 trillion in assets under management.

Kathryn Mathis is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2005 to 2021. Outside of her advisory role, she is a self-publishing author. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Casey Richards is a financial advisor at Edward Jones in Buda, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he served 22 years in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Johnathan Curnutt is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His work history includes roles at Edward Jones since 2023, along with prior experience outside the financial sector. 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 provides a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Paul Coroneos is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Foresters Advisory Services and Foresters Financial Services, as well as self-employed advisory work. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

Samuel Rylander is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services since 2005. Outside of finance, he is involved with the H.E. Butt Foundation and the Texas Outdoor Education Association. He also works as a driver for Uber and Lyft on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate clients, and charities. The firm utilizes model-delivery strategies and third-party discretionary portfolio management, supporting approximately 3,935 advisors and $15.5 billion in assets under management.

Dylan Poore is a Series 66-licensed financial advisor at Merrill with less than one year of industry experience. His prior work includes roles at Bank of America, University Federal Credit Union, and Texas Lutheran University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Thomas is a financial advisor with Edward Jones in San Marcos, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at PNC Investments and multiple BBVA affiliates spanning wealth solutions, securities, insurance, and banking from 2012 to 2022. 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 wide range of discretionary and non-discretionary advisory strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert Clevenger Jr. is a financial advisor with UBS Financial Services in Buda, TX, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with UBS since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets expertise.

Kenneth Thigpen is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments, Inc. since 2004 and Primerica Financial Services since 2003. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Daniel Robles Jr. is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. His prior work includes roles at JPMorgan Chase Bank, N.A. and Bank of America N.A. In addition to his advisory role, he is involved in an entrepreneurial venture operating an online retail business through Amazon FBA, selling electronics and home goods. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Delaney is a financial advisor with LPL Financial in Austin, TX, holding a Series 63 designation and 30 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, he is involved in non-variable insurance sales and operates an alternative financial services business. 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 portfolio programs, third-party asset management, and institutional platforms.

John White II is a financial advisor with Ameriprise in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Gulf Credit Union, and CUNA Mutual Insurance Society, where he worked for two decades. He is also the owner of jpwsquared LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Christine Dugas is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2005. Outside of her advisory role, she works as an independent contractor recording narration for audiobooks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates fundamental research with quantitative analysis and algorithmic methods to manage portfolios across a broad investable universe.

Cody Dailey is a financial advisor with Edward Jones in San Marcos, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Edward Jones from 2001 to 2026 before joining LPL Financial LLC. Dailey serves as a trustee for First Baptist Church in San Marcos, acting as an elected representative on legal matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a large nationwide network of financial advisors and branch offices. The firm offers a range of investment advisory programs under a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lane Chandler is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has held positions at Raymond James Financial Services, Security Service FCU, and First Community Bank. Outside of his advisory role, he is an associate at Security Service Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consultative services using analytical tools and supports a broad advisor network, including specialized municipal and retirement plan advisory programs.

James Mcallister is a financial advisor with Equitable Advisors in San Marcos, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004, including time when the firm operated as Axa Advisors. Outside of his advisory work, he is an active musician who sings and plays instruments. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of investment models, third-party asset managers, and fiduciary services to support its clients.

Michael Levingston is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, B. Riley Wealth Management, Riverstone Wealth Management, and Ameriprise. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Robert Davidson is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with Prudential Insurance Co. of America, PRUCO Securities, LLC, and New York Life. Davidson continues to receive commission trails on insurance business written before joining Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Patrick Johnson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Kestra Advisory and Kestra Investment Services for seven years and at Fidelity for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutional clients.