Jeremiah Pizana is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Kestra Investment Services, LibertyCrown Financial Planning LLC, and Cetera Investment Advisors. Outside of his advisory role, he is the owner of Trinity Oak Wealth Partners, which provides fixed insurance, CFO services, and outsourced bookkeeping for business owners. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing portfolio construction tools and multiple third-party platforms to manage a wide range of investment types.

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.

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 Barton is a financial advisor with Edward Jones in Spring Branch, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for 18 years at Novartis Pharmaceuticals Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets nationwide.

Stephen Murphy is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2012, with prior experience at Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to various registered investment companies and utilizes systematic methodologies and AI tools in portfolio management.

Georgia Malmsten is a financial advisor with Edward Jones in New Braunfels, Texas, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 advisors.

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 and holds Series 63 and Series 65 designations. He has 25 years of industry experience, including roles at Investment Professionals Inc., Signator Investors, Inc., Banc of America Investment Services, Inc., and CUSO Financial Services, L.P. He has been with Ameriprise since 2018. 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 detailed retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Cole Neill is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he held positions in various industries including marine services, construction, and real estate. He has experience spanning a range of business sectors but is new to the financial advisory field. 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 broad array of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by advanced technology tools.

Adam Rhoades is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies with approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and branch offices, providing both discretionary and non-discretionary solutions alongside affiliated mutual funds and overlay tax-efficient services.

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.

James Wissmiller is a financial advisor at Edward Jones in New Braunfels, TX, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2005. Outside of his advisory role, Wissmiller is involved in owning and managing short-term rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Chaston Horelka is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Cetera Investment Services LLC and 4Life Wealth Advisors. Outside of financial services, he was involved with Gulf Coast Landscaping LLC for two years. 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 research and operational tools.

James Jahnsen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 30 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since 1995. Outside of his advisory role, he is involved in several family businesses including a bed and breakfast and an automotive repair shop, and serves as a trustee for the Jahnsen Family Foundation, which supports nonprofit causes and scholarships. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning engagements using firm-approved analytic tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Clark Pantel is a CFP® with 12 years of industry experience, all with Edward Jones since 2014. He is based in New Braunfels, TX, and holds a Series 66 license. 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 through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds under a fiduciary standard.

Peggy Faulk is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2017. She serves on the Board of Directors for Jones Partners, a nonprofit affiliated with the Jones School of Management at Rice University. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management solutions with integrated brokerage, custody, and advisory services.