Krista Hall is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 40 years of industry experience. Her prior roles include 21 years at Stifel Independent Advisors and five years at Morgan Keegan & Company. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party program sponsors to deliver its services.

Jason Fischer is a financial advisor at Edward Jones in San Marcos, TX. He holds a Series 66 designation and has experience working in various industries, including 12 years at Land O' Lakes Inc, followed by roles at SRS Distribution and Harrell's LLC before joining Edward Jones in 2025. 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 advisory programs and investment solutions under a fiduciary standard.

James Wheeler is a financial advisor at Edward Jones in San Marcos, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Sam Houston State University from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

David Cooper is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Cetera since 2014 and has worked with related entities since 2002. Outside of his advisory role, Cooper participates in rodeo and farming activities and serves as a back-up power of attorney and executor for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers.

Dylan Cobb is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. He has previously worked at New York Life and American Income Life and has been involved with Superlative Formulas since 2019 as well as Darin Cobb Construction for ten years. J.P. Morgan Securities 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.

Crystal Dixon is a Series 66 licensed financial advisor with Edward Jones in San Marcos, TX, bringing 14 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is a distributor for AdvoCare International, a health and wellness company, primarily to obtain product discounts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zachary Whitley is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was involved in property restoration with W.B. Arthur Restoration for eight years and has owned and operated Whitley Ice, LLC, an ice and water vending business, since 2012. He is also a licensed real estate broker with extensive experience since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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.

William Harrison III is a Series 65-licensed financial advisor with 19 years of industry experience. He is the sole advisor at Harrison Securities, Inc., an independent firm based in Lockhart, TX. Outside of his advisory work, he is engaged in ranching, breeding horses and cattle. Harrison Securities, Inc. serves a very limited number of clients and provides investment advice along with the sale of other financial products. The firm’s offerings include a broad range of investment types and incorporates third-party research and security ratings as part of its services.