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.

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.

Shelly Rolf is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Ameriprise, CapFinancial Securities LLC, CapFinancial Partners LLC (CAPTRUST), and CUNA Mutual Group. Ameriprise offers a retirement-income planning service for clients typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Danielle Thompkins is a financial advisor with Ameriprise in Marion, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at CUNA Brokerage Services, Inc and Randolph Brooks FCU, where she also served as a financial advisor outside of her Ameriprise role. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations.

David Stanley is a financial advisor with Ameriprise in Helotes, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Randolph Brooks FCU and Cuna Brokerage Services, Inc. Outside of finance, he owns D's Designs, a woodworking business specializing in Christmas decor, signs, and door wreaths. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team in partnership with client advisors.

David Ferguson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work history includes roles at Northwestern Mutual, 4Life Wealth Advisors, and work outside the financial industry at Rebels Bar and Draft, as well as positions during his time at Texas A&M University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing research and model portfolios to support discretionary and non-discretionary management strategies.

Santanna Moody is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, Moody worked at NYLIFE Securities LLC and New York Life Insurance Company from 2016 to 2018. 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.

Priscilla Shuster is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 advisors and offers a range of advisory strategies, including tax-efficient services and proprietary investment options.

James Herring is a financial advisor with Ameriprise in Canyon Lake, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at CUNA Brokerage Services, Randolph Brooks FCU, and Thrivent Financial. He serves on the board of directors for PROCU. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports through a centralized consulting team utilizing research, modeling, and tax-efficiency analysis.

Amanda Galassini is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. She has worked with several financial firms including LPL Enterprise and The Prudential Insurance Company of America. Prior to her advisory career, she spent eight years working in independent school districts. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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.

Michael Mullins Sr. is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has held principal roles at Mullins & Timmermann, P.C. and Mullins & Associates PC. In addition to his advisory work, he operates a CPA practice offering tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both in-house and third-party sources.

Kenneth Martin is a Series 66-credentialed financial advisor with Edward Jones, based in Seguin, TX. He has 19 years of industry experience and has worked at Edward Jones since 2006. 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, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Nash is a financial advisor with LPL Financial in New Braunfels, TX, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Roger Simmons is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2004. He is based in New Braunfels, TX, and also performs as a French horn player with the Corpus Christi Symphony, Austin Lyric Opera, and occasionally with the Austin Symphony. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.

Rebecca Muehl is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2019 and previously worked in several other fields, including automotive and retail. Outside of her advisory role, Muehl is the owner and Executive Director of The Village: Autism Alliance, a nonprofit organization in New Braunfels. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and a large national network of advisors and branch offices. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies alongside tax-efficient services.

Christopher Sanger is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Morgan Stanley and its affiliated private bank. Outside of advisory work, he serves as a board member of the First Protestant Church of New Braunfels and is involved in agricultural ventures through his ownership of farm operations and related business entities. 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 non-discretionary planning tailored to client goals using analytical tools and supports advisory programs, with notable expertise in municipal and public finance.

Johnny Townsley III is a financial advisor with Cambridge Investment Research Advisors in Schertz, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Citigroup Global Markets, Ameriprise, CUNA Brokerage Services, and Randolph Brooks FCU. He is also involved as an advisory representative for an RIA. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers multiple portfolio management solutions, proprietary and third-party strategies, and supports both discretionary and non-discretionary implementation.

Gavin Baker is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at 4Life Wealth Advisors and Cetera Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

David Kunold is a financial advisor with Ameriprise in Live Oak, Texas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he co-owns Hill Country Vintage, an online retail business operated with his wife. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, offering tailored written recommendations that incorporate research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.