Erica Schnabel is a CFP® and CFA® with seven years of industry experience, currently serving as the sole advisor at Mountain Flower Investments & Planning, LLC. Her prior experience includes roles at Colorado Capital Management and First National Bank. She serves as an outside investment committee member for the Colorado State University Other Post Employment Benefits Trust. Mountain Flower Investments & Planning provides investment management and integrated financial planning primarily for individual and high-net-worth clients, combining passive index-based ETFs with selective active management to deliver personalized portfolio construction and continuous oversight.

Terry Roberts is a financial advisor with PCK Investments in Martindale, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at PVK Investments since 2008 and has been associated with The Variable Annuity Marketing Company since 1978. PCK Investments advises individual participants in 403(b) tax-deferred annuity plans at educational institutions and a smaller number of IRA/Roth IRA clients. The firm focuses on portfolio construction, fund selection, and periodic reviews, managing assets on a non-discretionary basis with client approval required for all changes.

Juan Garces is a financial advisor at Annualitix with 10 years of industry experience and holds a Series 65 designation. He has worked primarily with 57 West Capital Advisors, Inc. and related entities since 2012. Garces is also a shareholder in 57 West Capital Holdings, Inc., participating in shareholders' meetings occasionally. Annualitix is an independent, single-advisor firm that provides discretionary portfolio management and financial consulting to individuals, families, and companies. The firm employs an equity-focused, long-term investment approach using independent research and proprietary valuation software, managing about $1.9 million in assets across approximately 15 client accounts.

Robert Brown IV is a financial advisor at Brownsboro Financial with nine years of industry experience. He holds a Series 65 designation and has been with Brownsboro Financial since its founding in 2016. Outside of advising, Brown is involved in several entrepreneurial ventures, including co-ownership of a company producing pancake makers and participation in a hospitality business planning AirBNB-style accommodations. Brownsboro Financial provides investment management and financial planning services to individual clients, including high-net-worth individuals. The firm emphasizes passive investment strategies using index mutual funds and ETFs, employs third-party managers for client allocations, and integrates financial planning with an accounting perspective unique among independent advisors.

Billygram Simonet is a CFP®-certified financial advisor with 15 years of industry experience. He is the principal owner of Simonet Financial Group, LLC, where he has worked since 2016. Outside of advising, Simonet also provides business consulting services focused on professional resource coordination and business planning. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm offers portfolio management, comprehensive financial planning, retirement-plan advisory, and bookkeeping services, utilizing fundamental analysis and modern portfolio theory alongside a variety of specialty planning and client service options.

Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.

Max Diefenthaler is a financial advisor at Simonet Financial Group, LLC with the Series 65 designation and two years of industry experience. His work history includes roles at Giron Consulting LLC and Goodwin Management. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm uses fundamental analysis and modern portfolio theory in its investment process and offers a range of services including portfolio management, financial planning, retirement-plan advisory, and bookkeeping.

Tyson Fuller is a CFP® and Series 66-licensed advisor with nine years of industry experience. He is currently with Q3 Advisors, LLC and has held positions at Cardone Wealth Advisors, Domain Money Advisors, and several financial services firms including BBVA and FSC Securities. He is also the owner and investment adviser representative of A Penny Planned LLC, an independent investment advisory firm. Q3 Advisors, LLC is a multi-team firm serving clients through a collaborative approach involving twelve advisors.

Brandon Barber is a financial advisor at Savvy with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Savvy in 2025, he worked at Proliant and ADP-affiliated firms. Outside of advising, he serves as secretary and board member at Links International and works as a principal sales executive at Paycor Inc., a provider of HR and payroll solutions. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Henry Arellano is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including 12 years at Edward Jones before joining Advisory Services Network in 2023. Outside of his advisory work, he is the founder of APREMIER Consulting, which develops coaching and training products for business process optimization, and he owns an auto repair shop where he is involved in financial oversight. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with tailored strategies across various investment types.

Eddie Hebert is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Strategic Financial Concepts since 2025 and has concurrently been associated with Associated Credit Union and LPL Financial since 2008. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Michael Hogan is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2014. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model with third-party managers and offers a range of investment advisory programs, managed accounts, and financial planning solutions, notable for its integration with Hilltop affiliates and specialized municipal bond strategies.

Jason Reeves is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC, where he has worked since 2023. Prior to this, he spent seven years with Kestra Advisory and its affiliated firms. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory, financial planning, and managed account services.

Shalana Poole is a CFP® with 22 years of industry experience, currently serving as a Wealth Advisor at CWM, LLC. Her prior roles include positions at JP Morgan Securities LLC, Waddell & Reed, and LPL Financial. Poole is also owner of Flashpoint Financial Services and Spoole 360 Divorce, providing financial services including those tailored for divorcing clients. She serves as board member and treasurer for the nonprofit Age of Central Texas. CWM, LLC is an SEC-registered investment adviser supporting a wide range of clients, including individuals, families, foundations, and institutions, through a large network of advisors. The firm employs discretionary portfolio management with model portfolios and offers extensive retirement-plan services, integrating fundamental and technical analysis and third-party sub-advisors.

Daniel Jensen is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory role, Jensen is a general partner and equity holder in Let's Go Ball, a sports directory website he co-developed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jonathon Zambrano is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to his advisory role, he worked in various positions including as an apprentice electrician and an Uber Eats delivery driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

Hipolito Claudio Rosario is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following an 18-year tenure at Popular Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad set of advisory, execution, and custody services.

Alexander Fedorko is a financial advisor with Empower Advisory Group in Kyle, TX. He holds Series 63 and Series 65 credentials and has six years of experience in the industry, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Stephen Zarate is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Kestra Investment Services, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kelsey Mullen is a financial advisor at Edward Jones in Lockhart, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Kelsey has been involved in event planning on a small scale, primarily for friends and family, and is engaged with a business networking referral organization. Edward Jones is a full-service wealth management firm serving a diverse client base, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Sergio Gamez is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His work history includes long-term roles at Primerica Financial Services and PFS Investments, as well as seven years with Hays Consolidated Independent School District. In addition to advisory services, he engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and selected separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Nicholas Irwin is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked with firms including Edward Jones, Merrill, and SWBC Investment Advisory Services. Outside of his advisory role, he is co-owner of Ni-Hi Enterprises LLC, a business operations entity supporting Dauntless Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Richard Salas is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Salas is a member of Three Rivers Evangelical Free Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap fee structure.

David Porter is a Planning Consultant at Fidelity Investments, where he supports multiple advisors in Henderson by providing resources and insights to help clients pursue their financial goals. He focuses on thoughtful planning to assist clients in maximizing the impact they have on their loved ones and community. He has been with Fidelity Investments since 2021, initially serving as a Financial Representative before becoming a Planning Consultant in 2022. His prior experience includes roles as a Sales Manager at Pro Trader Institute from 2013 to 2019, a Financial Advisor at JPMorgan Chase from 2012 to 2013, a Broker at Charles Schwab from 2010 to 2011, and a Banker at JPMorgan Chase from 2009 to 2010.

Victoria Phrydas is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Charles Schwab for five years and was involved with Theia Coaching for two years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Julio Campos is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in finance, he worked at Tailored Brands for seventeen years. Outside of his advisory role, Campos is a commissioned artist based in Kyle, 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 under management and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Wallace is a financial advisor with Edward Jones in Lockhart, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Thrivent Investment Management Inc and has eleven years of involvement with Seguin Brewing Company, where he served as president. 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 solutions supported by a large network of advisors and branch offices across the United States.

David Ketter is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates a range of discretionary and non-discretionary programs.

Richard Gibbens is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Johnson Controls Inc. and Parsonex Advisory Services. Outside of his advisory role, he is involved in the sale of investment and loan products as well as referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody services through BNY Mellon Advisors and Pershing.

James Love is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2013 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and various investment strategies.

Marisa Brown is a financial advisor with Charles Schwab in San Marcos, TX, holding a Series 66 license and seven years of industry experience. Her prior roles include work at Kathleen Brown Attorney at Law, the University of Texas at Austin, Instituto Tecnológico Autónomo de México, and The Wright Companies. Outside of finance, she co-owns Olive & Oak, a wedding floral business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Paul Mayhew is a financial advisor with Mass Mutual Investors Services in San Marcos, Texas, holding a Series 63 designation and 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual and has operated his own retail photography business since 2018. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers collaborative, goal-focused planning using firm-approved analytical tools and a range of event-driven and specialized planning programs.

Heidi Irwin is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones for 12 years before joining Cetera and Dauntless Wealth Management in 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and supports multiple program structures with discretionary and non-discretionary authorities.

Matthew Zito is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, New York Life Insurance Company, Cavender Cadillac, and Jennings Anderson Ford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds while managing approximately $1.01 trillion in assets under management.

Kathryn Mathis is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is a self-publishing author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Johnathan Curnutt is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His work history includes roles at Edward Jones since 2023, along with prior experience outside the financial sector. 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 provides a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Samuel Rylander is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services since 2005. Outside of finance, he is involved with the H.E. Butt Foundation and the Texas Outdoor Education Association. He also works as a driver for Uber and Lyft on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate clients, and charities. The firm utilizes model-delivery strategies and third-party discretionary portfolio management, supporting approximately 3,935 advisors and $15.5 billion in assets under management.

Kenneth Thigpen is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments, Inc. since 2004 and Primerica Financial Services since 2003. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Daniel Robles Jr. is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. His prior work includes roles at JPMorgan Chase Bank, N.A. and Bank of America N.A. In addition to his advisory role, he is involved in an entrepreneurial venture operating an online retail business through Amazon FBA, selling electronics and home goods. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lane Chandler is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has held positions at Raymond James Financial Services, Security Service FCU, and First Community Bank. Outside of his advisory role, he is an associate at Security Service Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consultative services using analytical tools and supports a broad advisor network, including specialized municipal and retirement plan advisory programs.

James Mcallister is a financial advisor at Equitable Advisors in San Marcos, TX, with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2004, previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he is active as a musician, singing and playing instruments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Patricia Thornton is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. From 2016 to 2020, she was affiliated with Emmanuel Lutheran Church. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a network of nearly 3,700 financial advisors.

Clete Wegner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 26 years of industry experience. He has been with Cambridge since 2016 and also operates Clete Wegner & Associates, which he founded in 2002. Outside of advising, Wegner is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a large network of independent financial professionals, offering various portfolio management and model-based solutions tailored to client objectives.

Stephanie Hendershot is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Outside of her advisory role, she is involved in a small cattle operation in Gonzales, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors and maintains affiliated capabilities beyond typical advisory services.

Katherine Brown is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Sysco for four years. Outside of her advisory role, she is the owner of Los Robles LLC, which holds mineral rights in Lockhart, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of over 23,000 advisors.

Crystal Dixon is a Series 66 licensed financial advisor with Edward Jones in San Marcos, TX, bringing 14 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is a distributor for AdvoCare International, a health and wellness company, primarily to obtain product discounts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Harrison III is a Series 65-licensed financial advisor with 19 years of industry experience. He is the sole advisor at Harrison Securities, Inc., an independent firm based in Lockhart, TX. Outside of his advisory work, he is engaged in ranching, breeding horses and cattle. Harrison Securities, Inc. serves a very limited number of clients and provides investment advice along with the sale of other financial products. The firm’s offerings include a broad range of investment types and incorporates third-party research and security ratings as part of its services.