Andrew Sekula is a financial advisor at Dynamic with a Series 65 designation and no prior advisory industry experience. He also works full-time as a tax advisor and accountant with Craig Nieschwietz, PLLC. Prior to his current roles, he held positions at EOG Resources and Brehm, Havel & Company, LLP. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory support services. The firm emphasizes a long-term, client-specific investment process and provides notable support for other advisers through technology, operational assistance, and sub-advisory services.

Craig Nieschwietz is a financial advisor with Dynamic who holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Brehm, Havel & Company, LLP, Kmc Capital Management, and his own CPA practice, Craig Nieschwietz PLLC. In addition to his advisory work, he manages a CPA practice. Dynamic serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific approach and provides support to other advisers through technology, compliance, and research resources.

Kathryn Prescott is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hector Mendez is a financial advisor with Edward Jones in Floresville, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones 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, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Lyssy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 registrations and 21 years of industry experience. He has worked with Raymond James since 2015 and previously spent five years at Edward Jones. Lyssy also manages SL Operations LLC, which supports his advisory practice, The Lyssy Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes personalized, non-discretionary advice using risk profiling and modeling tools, and offers unique municipal advisor affiliations and specialized retirement plan consulting services.

Anton Dziuk is a financial advisor with Ameriprise in Falls City, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves on the boards of Commerce Bank Texas and the Falls City Education Foundation, and is involved in family ranch hunting operations through a management LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies, delivering non-discretionary recommendations in collaboration with advisors like Dziuk, and provides a broad range of advisory, brokerage, and insurance solutions.

Brock Dunn is a financial advisor with Ameriprise who holds a Series 66 designation and has 12 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Dunn is also involved as an advisor and COO for Mesquite Wealth Management Group through a payroll arrangement with SONT1314 LLC. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with client advisors.