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.

David Kunold is a financial advisor at Ameriprise Financial Services with 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He co-owns Hill Country Vintage, an online retail business operated with his wife. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research and third-party data to deliver written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Heather Mazoch is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2018. She previously worked at Raymond James & Associates for 10 years. Outside of her advisory role, she is a commissioned notary public in Texas. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a variety of platform options, including proprietary model strategies under the Founders Gate Capital brand.

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.

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.

Ned Cox IV is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at HEB Co. for four years before joining Edward Jones in 2019. Outside of his advisory role, Ned is the owner of IV Legacies LLC, where he plays music regularly and manages band scheduling for Northrock Church in Schertz, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

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.

Cesar Lopez Solorzano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously held positions at Wells Fargo Bank and UPS. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence with quantitative and qualitative research, incorporating an ESG eligibility framework and offering a range of portfolio services through affiliated entities.

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.

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.

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 in New Braunfels, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lincoln Financial Advisors Corp and positions outside finance at 24 Hour Fitness and Winston Water Cooler. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm uses a model-based investment process with portfolio optimization tools and offers discretionary strategies, third-party managers, and alternative investments.

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.