Robert Davidson is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with Prudential Insurance Co. of America, PRUCO Securities, LLC, and New York Life. Davidson continues to receive commission trails on insurance business written before joining Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Michael Blatzer is a CFP®-designated financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2007 and previously held a role at A. G. Edwards & Sons, Inc. from 2002 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and tools.

Patrick Johnson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Kestra Advisory and Kestra Investment Services for seven years and at Fidelity for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutional clients.

Christopher Reese is a Series 66-credentialed financial advisor with Equitable Advisors, based in New Braunfels, TX, and has eight years of industry experience. His career includes prior work at Axa Advisors, LLC, and he was employed at Valor Christian High School for eight years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

C Sutcliff is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Wells Fargo in 2021, Sutcliff worked at UBS Financial Services from 2009 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Robert Heim is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2014. 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. The firm applies an ESG eligibility framework in its investment recommendations and delivers services on a non-discretionary basis.

Nancy Murphy is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Craig Neeley is a financial advisor at Edward Jones in New Braunfels, TX. He holds the Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he served in the United States Army and the Texas Army National Guard from 2004 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Christopher Wright is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, following a prior role at AdTel International. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients, with a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors.

Nathan Reneau is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior roles include positions at Cetera Wealth Services, LLC and VOYA Financial Advisors. Reneau is also a licensed CPA and attorney who provides tax advice, prepares tax returns, and assists clients with estate planning and the preparation of legal documents. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.

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.

John Muehl is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Security Service Federal Credit Union and as a UX designer. 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 approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Katie Blevins is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Equitable Advisors, she worked at Uber and Lyft for four years each. She serves as a volunteer board member for the Wimberley Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through Investment Adviser Representatives using various third-party advisory models and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Jill Montgomery is a financial advisor at Edward Jones with one year of industry experience. She previously worked at USAA for 13 years. Outside of her advisory role, she is a manager of EJH Construction Services, LLC, a construction business in Spring Branch, TX, where she assists with administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christopher Goodman is a financial advisor at Fidelity with five years of industry experience. His prior experience includes roles at JP Morgan Chase and Wells Fargo Bank. Outside of his advisory work, he associates with Comal Tubes in New Braunfels, TX, assisting with customer service and river float equipment, and occasionally works as an Uber driver in San Francisco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Marlon Tenorio is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Investments in various roles since 2015, with prior experience at Charles Schwab and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs, while also serving as a registered commodity pool operator and advisor to multiple registered investment companies.

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.

Grace Marshall is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2019. Her prior experience includes roles at mBank and Fidelity. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors, utilizing strategic asset allocation and tax-aware approaches.

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.

Rodney Horelka is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Cetera and Cetera Investment Services for over 25 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plan participants, banks, trust companies, and other institutions. Its investment approach includes financial planning, model portfolios, third-party asset management, and a range of institutional platforms.