Dustin Mc Cain is a CFP® and holds a Series 66 license, with 10 years of industry experience, all at Edward Jones since 2016. He is based in Cedar Park, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Felix Gutierrez is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, BBVA Wealth Solutions, and COMPASS Bank. He is also involved with University Federal Credit Union through investment product and service offerings affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ruben Martinez is a financial advisor at Edward Jones in Georgetown, TX, holding a Series 66 designation with approximately one year of experience at the firm. His prior work includes various self-employed roles and positions with organizations such as Austin City Limits Festival and Frito Lay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Mylene Barcelona is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of Relyea, Barcelona & Associates. She has been working in the financial services industry since 1999. Mylene spends much of her time working directly with clients, conducting research, and developing client portfolios. She works as part of a team to provide clients access to a wider range of resources and perspectives, with the goal of helping clients achieve their financial objectives. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She holds a Bachelor's Degree from the University of Florida.

Harvey Schwartz is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliated firms since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Cuan Mc Comb is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and over 15,000 branch offices nationwide.

Billy Miller is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2012. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Preston Parker is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Northwestern Mutual and was involved with College Station ISD, as well as youth sports and local business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a 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 large national network of financial advisors and branch offices.

John Boles is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2021. Prior to that, he held roles at BBVA-affiliated firms, including BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Ameriprise offers a retirement-income planning service for clients generally holding at least $1 million in investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Blaine Harriman is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and six years of industry experience. Prior to joining the financial services sector, he worked at Dell Technologies and Texas A&M University. He is also involved in insurance and benefits activities outside his advisory role. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm supports independent Financial Professionals through multiple platform arrangements and offers a range of investment strategies, including proprietary models and access to third-party managers.

James Baker is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2020. Prior to that, he spent several years with First Allied Advisory Services and related entities. Outside of advising, Baker serves as a board member for the Wilbarger Creek Municipal Utility District and is involved in professional life and executive coaching. 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 retirement plan consulting and brokerage services, with access to model portfolios, third-party research, and technology-driven strategies.

Larry Allison is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Cetera and its affiliate, Cetera Financial Specialists LLC, since 1991. Outside of his advisory work, he serves as Treasurer on the board of the Sun City Kiwanis Club of Georgetown, Texas. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide, offering a range of portfolio management, financial planning, and retirement services through a large network of independent advisors.

Nathaniel Funk is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for eight years in the Georgetown Independent School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Marjorie Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Cetera since 2020 and previously spent 14 years at First Allied Securities, Inc. Johnson serves as an executor of a trust and volunteers with the International Waterlily Collection nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Tomasa Martinez is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, she worked at BNI Global, Woodstock School District 200, and BNI Marketing, LLC. Martinez is involved in volunteer work as a secretary for a religious organization and as a chaplain conducting Bible study for incarcerated women. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Bell is a CFP® and Series 66 registered financial advisor with Edward Jones in Georgetown, TX, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Jennifer Curry is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2018, and at Powell Financial Partners since 2014. Outside of her advisory work, she serves as a commissioner on the City of Georgetown Historic and Architectural Review Commission. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of investment strategies, including model portfolios, third-party managers, and customized approaches, supported by discretionary and non-discretionary program options.

Barbara Stainton is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Dosier is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Georgetown, TX, he holds Series 63 and Series 65 licenses. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other advisory services.

Yesica Garcia is a financial advisor with Merrill based in Leander, TX, holding a Series 66 designation and eight years of industry experience. She has worked at both Merrill and Bank of America since 2011. Outside of her advisory role, she is a co-owner of a family business in Spring, Texas. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies developed by internal and third-party managers for a range of individual, institutional, and charitable clients.