Caitlin Koester is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Third Base Sports Bar as a server and bartender. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Deborah Swanson is a CFP®-certified financial advisor with 28 years of industry experience. She currently works with LPL Financial and previously spent nine years at Sigma Planning Corporation and Sigma Financial Corporation. Aside from her advisory work, she manages rental properties for family members. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management and research from multiple sources.

Cody Stahl is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Timilon Corporation and Franklin Templeton Investments. He also has a background connected to Florida Gulf Coast University. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary investment research and algorithmic tools and operates within a defined investment universe influenced by affiliated product relationships.

Sarah Mc Entee is a financial advisor with Thrivent Investment Management in Georgetown, TX. She holds Series 65 and Series 63 licenses and has three years of industry experience, all with Thrivent and its affiliates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering a broad range of topics, with options for combined planning and managed-account services under a consolidated billing structure called WealthPlan.

Joshua Knuffke is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Barton Associates and Pruco Securities LLC. Outside of his advisory role, he is involved in a non-variable insurance agency related to his business at LPL. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Michelle Marshall is a CFP® professional with 12 years of industry experience, currently serving clients at Edward Jones since 2013. She holds the Series 66 designation and is based in Georgetown, TX. Outside of her advisory role, she is involved in managing short-term rental properties in Georgetown and Kingsland, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ian Donnelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in the food service industry and at educational institutions. He is also an associate and junior advisor at Oak Crest Financial and Oakcrest Advisors, where he assists with client relations and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its unique affiliation with a municipal advisor.

Michele Stahl is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Justin French is a financial advisor with Raymond James & Associates in Georgetown, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he spent nine years at Dell Technologies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Matthew Capper is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience working at Westpac and in roles related to music and church activities. Outside of advising, he occasionally plays drums for The Grove Church in Liberty Hill, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large network of financial advisors and offers services under a fiduciary standard.

Nicholas Barnes is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes roles at North Central Texas College and The Home Depot. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jessie Day is a financial advisor with Merrill in Georgetown, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Merrill and Bank of America in 2025, Jessie worked at J.P. Morgan Securities and JPMorgan Chase Bank for five years. Outside of advisory work, Jessie owns Grand Day LLC, a home-flipping business involved in purchasing, renovating, and reselling properties. 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 model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Sandra Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2014 to 2016. Outside of her advisory role, she has acted as an actor/extra and is a commissioned notary public in Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Joseph French III is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supplemented by affiliated research and sub-advisers.

Marciel Camacho is a CFP®-certified financial advisor with 28 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has held roles at Lexington Financial and Commonwealth Financial Network. She also operates Lexington Financial Group, providing tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and provides advisory programs that integrate technology and risk assessment, including specialized municipal and SIMPLE IRA employer consulting services.

Joseph Brown is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for 14 years at Mars Wrigley Confectionery. 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 with a nationwide network of more than 23,700 financial advisors.

Richard Sieling is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked previously at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of advising, he serves as Treasurer and board member of the nonprofit Loop 360 water company and is involved in managing the agricultural and financial affairs of Moseley Ranch Cattle LLC. Raymond James Financial Services Advisors, Inc. provides 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 offers tailored, non-discretionary planning using risk profiling and modeling tools and supports its advisors with programs that include municipal advisory and SIMPLE IRA consulting services.

John Uechi is a financial advisor at Primerica Advisors in Georgetown, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2017. Outside of financial advising, he owns Symvasi Consulting, LLC, a software analysis and consulting business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Shannon Kendrick is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, Kendrick served in the U.S. Army for several years and worked briefly at Amazon. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing both proprietary and third-party strategies across multiple custody platforms.

Susan Palombo is a financial advisor with Robert W. Baird & Co., holding a Series 66 credential and 13 years of industry experience. She previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Palombo serves on the fundraising committee for the Jeremiah Program in Austin and holds leadership roles with Impact Austin, a women’s collective giving organization. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.