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.

Rebecca Koranek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at SagePoint Financial, OSAIC Services, and Cetera. She is also a commissioned notary, a role she has maintained since 2000. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisory strategies with proprietary research and technology tools.

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.

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.

Clifton Foulds is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He owns the building occupied by his Edward Jones office in Cuero, TX. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of investment advisory programs and related services, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Trey Parma is a financial advisor with Edward Jones in Cuero, Texas, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he operated Trey Parma Consulting and was involved with Goldman, Hunt & Notz, LLP for ten years. He also manages Parma Ranch, a personal family ranch where he maintains livestock and land. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment options, with a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Tyler Mc Clellan is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he is involved in land holdings with family and receives royalties from cell tower investments. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Benjamin Langford is a financial advisor at Edward Jones with three years of industry experience. He previously worked at SWBC Investment Company and SWBC Investment Services LLC from 2022 to 2024. Outside of his advisory role, he owns rental property in San Antonio, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Ashley Markos is a financial advisor at Edward Jones in Cuero, TX, holding a Series 66 designation with 12 years of experience at the firm since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Sisco is a financial advisor with LPL Financial holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at SagePoint Financial, Cambridge Investment Research Advisors, and Berthel, Fisher & Company Financial Services. Outside of advising, he is a co-host of The Lists Podcast. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

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.

Wade Stafford is a financial advisor with Robert W. Baird & Co. in Cuero, Texas, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services, MBO Partners, Charles Schwab, TD Ameritrade, and Fidelity Investments. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, supported by internal research and tools such as artificial intelligence.