Kenneth Mitchell is the sole advisor at Mitchell Group Delaware LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led the firm since 2010. Mitchell Group Delaware LLC provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients, using a combination of charting, fundamental, and technical analysis across long- and short-term trading strategies. The firm prepares Investment Policy Statements for clients, facilitates access to third-party money managers, and offers insurance products as part of portfolio solutions.

Minor Shores Jr. is a CFP® certificant with 39 years of experience in the financial services industry. He is affiliated with Sunbelt Securities, Inc. and operates Shores Wealth Management, Inc. as a DBA under Sunbelt Securities. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of investment adviser representatives, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting services, with an emphasis on discretionary asset management.

Eric Bludau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been involved with AE Wealth Management since 2024 and has prior experience at Institutional Securities Corp and TEAM Retirement Solutions LLC, where he serves as a managing partner. Outside of his advisory work, Bludau is a part owner of Bludau Ranches LP and acts as trustee for family trusts established for his sons. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various analytical methods and supports advisors through sub-advisory and model-licensing arrangements.

Michael Scardino is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 credentials. He has 32 years of experience in the industry, with prior roles at Lion Street Financial and as owner of Scardino Insurance and Financial Services Inc. He also owns Generations Wealth Advisors, LLC, where he serves as a financial advisor. Integrity Alliance, LLC is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party manager platforms.

Kurt Scardino is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Integrity Alliance, LLC, having joined in 2025, and previously worked at Lion Street Advisors and Cardinal Health. Outside of his advisory role, Scardino serves as a member of the Weimar City Council and owns Generations Wealth Advisors – Hallettsville, an insurance business focusing on Medicare and prescription drug plans. Integrity Alliance is an enterprise firm serving a diverse client base that includes individual investors, corporations, and qualified retirement plans. The firm offers a broad range of investment, financial planning, and brokerage services through a large network of advisors and employs various portfolio management strategies across multiple platforms.

Freeman James is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked previously at ICA Group Wealth Management, LPL Financial LLC, and BWI Companies, INC. In addition to his advisory role, he serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.

Lydia Mobley is a financial professional with 31 years of industry experience, currently associated with Cetera since 2021. She holds Series 63 and Series 66 designations and has prior experience with LPL Financial and Texas Dow Employee Credit Union. In addition to her advisory role, she is involved with Totus Wealth Management as a financial professional and works as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and significant assets under management.

Gary Kusak is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Cetera since 2025 and previously spent 13 years with Concourse Financial Group Securities Inc. In addition to his advisory work, Kusak manages a farming operation and performs as a musician for social events. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and affiliations supporting a large asset base and diverse client needs.

Guy James is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, ICA Group Wealth Management, and Investment Centers of America. Outside of advising, he co-owns and operates a cattle farming business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management solutions and access to third-party managers.

Robert Lundy is a financial advisor with Edward Jones in Hallettsville, TX, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Lundy serves as Vice President of the Turtleback Corporation, a family-owned oil and natural gas production business, and is Vice President of the Hallettsville Independent School District Board of Trustees. 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 investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Russell Goebel is a financial advisor with Edward Jones in Yoakum, Texas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates Goebel Ranch, raising cattle and livestock for sale. 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 investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

John Brown is a financial advisor with Edward Jones in Yoakum, TX, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Nathan Matusek is a financial advisor with Cetera, holding a Series 66 designation and beginning his career in 2023. His prior experience includes roles at LPL Financial and Crossroads Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Tommy Pietsch is a financial advisor with LPL Financial in Shiner, Texas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at LPL Financial since 2011, with prior experience at Thrivent Investment Management and Investment Professionals, Inc. Outside of his advisory role, he is a business owner of Nechanitz Cattle Company and The Eclectic Pietsch. 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 a range of advisory and brokerage services including financial planning and access to third-party asset management, supported by technology and a large network of investment adviser representatives.