Sandrea Crivellari is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at UBS Financial Services for 17 years before joining Beacon Pointe in 2025. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive strategies across various asset classes.

James Faucett is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. 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 programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ann Hundl is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2016. Outside of her advisory role, Hundl serves as Chief Financial Officer for Inertia Power LP and TarHawk Energy LP, and is a trustee on the board of Wharton County Junior College. 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 includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Austin Patranella is a financial advisor with Raymond James Financial in El Campo, TX. He holds a Series 65 designation and has been with Raymond James and Croix Wealth Management since 2026. Prior to his advisory role, he worked in various positions including at Glo Premier Auto Spa and Texas A&M University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance services.

Mary Faucett is a financial advisor at Edward Jones in Wharton, TX, holding a Series 66 designation with one year of industry experience. She previously operated Mary Faucett Consulting from 2014 to 2022 and worked as a homemaker from 2022 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Paul Curran is a CFP® professional with 19 years of industry experience, currently affiliated with Raymond James Financial. He has worked with Raymond James Financial Services Advisors, Inc. since 2016 and has served as Vice President at Prosperity Bank since 2014. His background includes roles at Cetera Investment Services and ongoing responsibilities at ProsperityPrivate Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical modeling and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Hayley Prazak is a CFP® professional with three years of experience currently serving as a financial advisor at Edward Jones. Prior to her financial advisory role, she participated in the Disney College Program and worked at Maven Made Hair Co. as a receptionist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Madeleine Sanger is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. The firm serves over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. Edward Jones offers a broad range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Derek Macha is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Wharton, TX. He has 13 years of industry experience, all of which have 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 offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branches.

Cinthia Hoegemeyer is a CFP® certificant with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She is based in Needville, TX. Outside of her advisory role, she is involved with Heckmann Farms in Wallis, TX. 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jason Croix is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has operated J.J. Croix and Croix Wealth Management since 2016. In addition to his advisory work, he serves on the advisory board of El Campo Little League, assisting with board organization and park maintenance. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs risk profiling and analytical modeling to support non-discretionary planning and encourages implementation through its advisory programs or other providers.

Melissa Guttenberger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She previously served as a Principal at Mass Mutual Financial Group and has been with Raymond James Financial since 2016. Outside of her advisory role, she is President of 100+ Women Who Care Wharton County, a nonprofit focused on charitable giving. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jalisa Zboril is a financial advisor at Edward Jones with 12 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at Edward Jones since 2006. Outside of advising, she is a 12.5% partner in a farming operation, Frank Zboril & Sons J.V., based in El Campo, TX. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and securities-based lending options.

Winona Ward is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2002 and holds Series 63 and Series 66 designations. Outside of her advisory role, she assists with recordkeeping and check signature duties for her husband’s HVAC business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.