Julio Campos is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in finance, he worked at Tailored Brands for seventeen years. Outside of his advisory role, Campos is a commissioned artist based in Kyle, Texas. 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 under management and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

David Ketter is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates a range of discretionary and non-discretionary programs.

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.

Kevin Hammond is a financial advisor at Edward Jones in Wimberley, TX, holding Series 66 and Series 63 licenses. He has been with Edward Jones since 2007, accumulating 19 years of industry experience. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of financial advisors and branch offices.

Jeremiah Pizana is a financial advisor with Osaic Wealth Inc., holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at Kestra Investment Services, Kestra Advisory Services, LibertyCrown Financial Planning, and Cetera Investment Advisors. He also owns Trinity Oak Wealth Partners, which provides fixed insurance and CFO services to business owners. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with a focus on asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money managers.

Richard Gibbens is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Johnson Controls Inc. and Parsonex Advisory Services. Outside of his advisory role, he is involved in the sale of investment and loan products as well as referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody services through BNY Mellon Advisors and Pershing.

Gavin Baker is a Series 66-credentialed financial advisor with one year of industry experience, currently serving clients through LPL Financial in New Braunfels, Texas. Prior to joining LPL Financial in 2025, he worked at 4LIFE Wealth Advisors and Cetera Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms for individuals, retirement participants, and institutions.

Grace O’bannon is a financial advisor with LPL Financial in New Braunfels, TX, holding a Series 66 designation and beginning her advisory career in 2026. She has previous experience at 4Life Wealth Advisors and LPL Financial, along with roles in education at Texas A&M University and other institutions. 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 a large network of advisors and extensive operational tools.

James Love is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual in various roles from 2013 to 2024. His other business activities include involvement with Shoreside Wealth Management, an entity related to his LPL business. 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.

Marisa Brown is a financial advisor with Charles Schwab in San Marcos, TX, holding a Series 66 license and seven years of industry experience. Her prior roles include work at Kathleen Brown Attorney at Law, the University of Texas at Austin, Instituto Tecnológico Autónomo de México, and The Wright Companies. Outside of finance, she co-owns Olive & Oak, a wedding floral business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Erick Loyola is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Victory Capital Management, USAA Investment Management, and Edward Jones. Loyola is also involved in managing several rental properties in New Braunfels, Texas. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by extensive research and centralized operational infrastructure.

Paul Mayhew is a financial advisor with Mass Mutual Investors Services in San Marcos, Texas, holding a Series 63 designation and 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual and has operated his own retail photography business since 2018. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers collaborative, goal-focused planning using firm-approved analytical tools and a range of event-driven and specialized planning programs.

Ellen Edwards is a Series 66 licensed financial advisor with Edward Jones, based in Wimberley, TX. She has 12 years of industry experience, including 11 years with Edward Jones. 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 solutions supported by a large network of advisors and branch offices nationwide.

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, holding Series 65 and Series 63 designations and 25 years of industry experience. His prior roles include positions at Investment Professionals Inc, Signator Investors, Inc., Banc Of America Investment Services, Inc., and CUSO Financial Services, L.P. He is based in New Braunfels, Texas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and asset allocation advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools within a defined investment framework.

Jason Dixon is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the managing member of Dixon Venture Group, which involves managing rental properties in Texas. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.