Milton Doremus is a financial advisor at FWM Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and CoreCap Investments. Doremus is also a licensed insurance agent involved in the sale of life and related insurance products. FWM Partners provides discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm uses fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers services as both a limited-scope 3(21) fiduciary and a full 3(38) investment manager for qualified retirement plans.

Edith Moreno is a financial advisor at M.C. Byrd Wealth Management, LLC in Bellville, TX, holding a Series 65 designation with 8 years of industry experience. She has been with M.C. Byrd Wealth Management since 2016. M.C. Byrd Wealth Management offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs model-based portfolios across various risk profiles, uses quantitative and qualitative screening methods, and actively monitors and adjusts holdings.

William Pier is a financial advisor at Barton Financial Group LLC with a Series 65 credential and one year of industry experience. He previously worked at New York Life Insurance Company and St. Mary's Catholic Center. Barton Financial Group serves individuals, employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach combining passive and active vehicles, emphasizes long-term holding periods, and integrates institutional technology and model resources to tailor portfolios to client goals and risk tolerance.

Monte Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Byrd also operates as an independent insurance agent and is involved in estate planning through the M.C. Byrd Company. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party manager solutions, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.

Caleb Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with M.C. Byrd Wealth Management since 2016. M.C. Byrd Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm employs model-based portfolios across a range of risk profiles and actively monitors holdings to replace underperforming managers, serving several hundred client accounts with a multi-hundred million dollar asset base.

Jeffery Musgrove is a financial advisor at Simplicity Wealth with 10 years of industry experience and holds a Series 65 designation. He has worked at several firms including AE Wealth Management and Gradient Advisors. Outside of his advisory role, he manages Tactical Marketing and Management Associates LLC, a marketing business. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, and provides technology and operational support to other advisors through its managed account platform.

Taylor Starnes is a financial advisor with Edward Jones in Hempstead, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Mattress Firm from 2016 to 2018 and completed his education at Texas State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Kaase is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 17 years of industry experience. She has worked at Avantax Advisory Services and various affiliated firms for over a decade prior to joining Cetera. Kaase manages the client service and operations team at DB Wehring Wealth LLC and is involved in selling fixed indexed annuities. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and a range of program structures supported by over 10,000 advisors nationwide.

Erick Miron is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and COMPASS Bank. He is also associated with Prosperity Private Investments in Hempstead, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs, such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kyle Mueller is a financial advisor with Edward Jones in Bellville, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Bank of Brenham for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Terry Hoover is a financial advisor with Edward Jones in Bellville, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is active in his community as a member of the Lions Club and serves in various capacities at the First Baptist Church, including as a deacon and on the mission and personnel committees. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.