Carl Bonn is a financial advisor at Wealth Keepers in Johnson City, TX, holding Series 63 and Series 66 licenses with 21 years of industry experience. Prior to founding Wealth Keepers in 2017, he worked at Hill Country Retirement Planning for four years. He is also involved in real estate sales as a sole proprietor and serves as a consultant conducting land title and mineral ownership research for the Texas General Land Office. Wealth Keepers serves individual investors, trusts, estates, charitable organizations, foundations, and small businesses, offering financial planning, investment consultation, and management services. The firm’s investment approach focuses on long-term asset allocation using cost-efficient index funds and ETFs, primarily delivering non-discretionary investment management and providing customized portfolios for larger accounts.

Terry Lester is a financial advisor with MDX Wealth Management in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with MDX Wealth Management since 2012. Lester serves as a trustee for the Carol Lester Irrevocable Trust and is a board member of His Joshua House, a nonprofit organization. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services using a fundamental research process that combines top-down and bottom-up analysis across multiple asset classes.

Shannon Black is a financial advisor with Wealth Teams Alliance in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior business activities include roles at Oak Grove, LLC, Black Light Consulting, and White Sand Pool & Spa, Inc., where he has been active for over a decade. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm employs technical analysis and a combination of long- and short-term investment strategies, integrating planning, consulting, and implementation referrals into client relationships.

Jennifer Bacon is a financial advisor at Momentum Independent Network Inc. She holds the Series 66 designation and has recently transitioned into the industry after prior roles in banking and various local business ventures. Her background includes experience at Commercial National Bank and involvement with businesses such as William Chris Vineyards and Fat Ass Ranch & Winery. Momentum Independent Network serves a broad client base including individuals, high-net-worth clients, charitable organizations, corporations, institutions, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and a platform approach to investment management, with notable integration of Hilltop affiliates for municipal bond strategies and cash management features.

Benton Randle is a financial advisor at Wealth Watch Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2020. His prior roles include positions at Blue Duck Wealth Management and Solomon Group Financial Services. Benton is also a licensed insurance agent and works part-time as an agent for Legal Shield. Wealth Watch Advisors serves a diverse client base, including individuals, pensions, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios, often utilizing third-party model managers and offering alternative private placements to accredited investors.

David Horvath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Kocsis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. In addition to his advisory role, Kocsis is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of portfolio management options and employs both proprietary and third-party strategies tailored to client objectives.

Troy Bangs is a financial advisor with LPL Financial in Spicewood, TX, holding a Series 66 credential and 13 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is involved in an insurance agency, Lake Travis Insurance and Financial Services, Inc., where he holds a 25% ownership interest. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and portfolio management options supported by research and technology, serving a broad network of advisors and overseeing substantial assets under management.

Jo Dyer serves as a Resident Director at Merrill, bringing over a decade of experience as a Certified Public Accountant to her role. She focuses on providing guidance and input to high-net-worth families, aiming to be their primary resource for advice on legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Jo Lynn collaborates with clients, including business owners and multiple generations of families, to develop personalized wealth management strategies tailored to their unique needs and goals. Jo Lynn holds a Bachelor's Degree from the Texas A&M University System and is a Certified Financial Planner (CFP) as well as a Personal Investment Advisor (PIA). While she does not provide tax advice in her current role, her background as a CPA enhances her ability to assist clients with estate and trust planning strategies alongside their tax, legal, and accounting advisors. Outside of her professional responsibilities, Jo Lynn is involved in community outreach as a Better Money Habits Champion and volunteers with CASA of the Highland Lakes. Her personal interests include spending time with her family, playing tennis, and practicing yoga.

Ronald Jernigan is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 18 years at National Planning Corporation and six years with both Spc and Sigma Financial Corporation. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.