Kevin Hammond is a financial advisor at Edward Jones, holding Series 66 and Series 63 licenses. He has over 20 years of experience with Edward Jones, having worked there from 2007 to 2026 and then continuing from 2026 to the present. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment strategies, and affiliated financial services.

Jeremiah Pizana is a financial advisor with OSAIC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His prior work includes roles at Kestra Investment Services, LibertyCrown Financial Planning, and CFO Services. He is also the owner of Trinity Oak Wealth Partners, where he provides fixed insurance products to clients and offers CFO and outsourced bookkeeping services to business owners. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs multiple advisory platforms and uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of investment types.

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 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.

James Love is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2013 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and various investment strategies.

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 with LPL Financial in New Braunfels, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she serves as a notary in the state of Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutional entities. The firm offers financial planning, advisory programs, and retirement consulting, supporting both discretionary and non-discretionary management through a variety of model portfolios and research 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 at Ameriprise with 25 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Ameriprise since 2018, including a prior role at Investment Professionals Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual reviews focused on income sources and tax-aware withdrawal strategies.

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.

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 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is a self-publishing author. 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 programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Matthew Parker is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp and in business roles at 24 Hour Fitness and Winston Water Cooler. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and portfolio management strategies.

Chaston Horelka is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera Investment Services LLC and 4Life Wealth Advisors. Outside of finance, he has experience in landscaping through Gulf Coast Landscaping LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.