Joseph Pazera is a Certified Financial Planner® with 12 years of experience in the financial services industry. He has worked at Geneos Wealth Management, Inc. since 2014 and also operates under Pazera Capital Management. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining discretionary trading with continuous account monitoring.

Michael Pazera is a CFP® with 20 years of industry experience, currently serving at Geneos Wealth Management, Inc. and Pazera Capital Management Inc., both since 2008. He is a board member of the Southlake Community Enhancement and Development Corp and a partner in Slump Buster Collectables. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic strategies and discretionary trading authority to manage assets through customizable portfolios and third-party money manager referrals.

Bradley West is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Personal Capital Advisors Corporation and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach, serving a large participant base through a model closely aligned with affiliated Empower entities.

Robert Wyckoff is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 credential and 18 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of his advisory role, he owns Texas Time Machine Rentals LLC, which rents replicas of the DeLorean time machine from the "Back to the Future" films, and he serves on the Finance Committee of Leon Springs Baptist Church. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.

Michael Crase is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses. He has worked in financial services since 2022, with previous experience in software and technology companies including Q2 Software and Electronic Arts. 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, utilizing both proprietary and third-party model portfolios, with a notable scale of over 22,800 advisors and $819 billion in discretionary assets under management.

Kaelyn Du Bose is a Series 66-licensed financial advisor with Edward Jones, based in Rockport, TX, with approximately two years of industry experience. Prior to her current role, she has been involved with Edward Jones since 2022 and has experience operating a family farm in agriculture. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its advisory services through a large network of financial advisors and branch offices nationwide.

Elizabeth Gonzalez is a CFP®-certified financial advisor at Edward Jones with 12 years of industry experience, all spent at the firm since 2014. She serves clients out of Rockport, TX. Outside of her advisory role, she is a board member of the Aransas County Council on Aging. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Pat Johnson is a financial advisor with Morgan Stanley in Rockport, TX, holding a Series 63 designation and 33 years of industry experience. He has worked at Morgan Stanley and its affiliates since 1995. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Brad Feldman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience. Feldman has worked at Security Service Investment Group since 2020 and has been with Raymond James affiliates and Security Service Federal Credit Union since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting, using analytical tools to assess potential outcomes, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Philip Volpe is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he owns an agricultural business based in Victoria, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and models to support its financial planning process.

Vanessa Giannamore is a financial advisor with Edward Jones, holding a Series 66 designation and having seven years of industry experience. Her prior work includes roles at Al Willeford Chevrolet and Mattress Firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sue Dieterich is a financial advisor with Morgan Stanley in Rockport, TX, holding a Series 63 designation and possessing 33 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, utilizing firm-approved tools and methodologies such as Monte Carlo simulations to support client planning needs.

Eric Mc Lester is a financial advisor with Edward Jones in Portland, TX, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America and Aransas County Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Harold Mccoy is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo Clearing in 2019, he worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Kathleen Clark is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Portland, TX. Outside of her advisory role, she manages a residential property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Jason Staff is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. He previously worked at Symphonic Financial Advisors and Symphonic Securities for eight years. Outside of advising, he is also a personal trainer and owns a retail sales and distribution business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using various portfolio management and model-based solutions.

Glenn Escovedo is a financial advisor with LPL Financial in Portland, TX, holding Series 63 and Series 65 credentials and offering 29 years of industry experience. His prior work includes roles at Morgan Stanley DW Inc. and Investment Professionals, Inc., before joining LPL Financial in 2008. In addition to his advisory role, he is affiliated with IBC Bank, where he is involved in processing life, health, disability, and long-term care insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a large advisor network.

Michael Farah is a Series 66-registered financial advisor with Morgan Stanley in Rockport, Texas, bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Farah serves as treasurer and board member of the Roscher Estate Property Owners Association and is a partner in a technology venture, PlayerWatch LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and modeling tools in its planning approach.

Leah Wyckoff is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2015, including a decade at Morgan Stanley Private Bank, N.A. based in Rockport, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Sara Janak is a financial advisor with Edward Jones in Rockport, TX, holding CFP® and Series 66 designations and possessing nine years of industry experience. She has worked exclusively with Edward Jones since 2013. Outside of her advisory role, she is involved in a family cattle business and assists with insurance needs for a water treatment systems company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Chase Rios is a financial advisor at Edward Jones in Rockport, TX, holding a Series 66 designation. He has one year of industry experience, beginning his career at Edward Jones in 2026 after prior roles at Dynamic Systems Inc and The Barracks Townhomes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Samuel Spears is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member for the Cara Hobbs Foundation, which supports brain cancer research. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of over 23,000 financial advisors.

Tom Ann Caster is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Ameriprise in 2019, she worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 16 years. She also works with franchised Ameriprise practices to support business development and operational efficiencies. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Kimberly Pendergraft is a financial advisor at Edward Jones in Portland, TX. She holds the Series 66 designation and joined Edward Jones in 2026. Prior to her current role, she held positions at various organizations including the Kerrville Area Chamber of Commerce and JAM Broadcasting. 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 wide range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Parker Brown is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Edward Jones, where he has worked for five years, following nine years at Fidelity Investments. 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 nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Bill Wilson is a financial advisor at Morgan Stanley in Rockport, TX, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, following six years at American Bank. Outside of his professional role, he serves as Chairman of the Steward (finance) Committee for First Baptist Church in Portland, TX. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by firm-approved tools and research.

Mayra Moreno is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior work history at Wells Fargo Clearing and Wells Fargo Bank, N.A. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Ryan Williams is a CFP® professional with 15 years of industry experience, currently serving as an advisor at LPL Financial since 2024. His prior roles include positions at Kestra Investment Services and NFP Retirement, where he worked for ten years. Outside of his advisory work, he owns an art business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm provides a range of financial planning and portfolio management solutions supported by both proprietary and third-party strategies, serving a large network of advisors and overseeing over $819 billion in discretionary assets.

Angela Ruddock is a CFP®-certified financial advisor with 31 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2023. Her prior experience includes roles at Symphonic Securities, Symphonic Financial Advisors, and Rim Securities LLC. Outside of her advisory work, Ruddock serves as a board member and treasurer for the Rockport Center for the Arts and volunteers with local civic and charitable organizations. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Elizabeth Ackman is a financial advisor at Edward Jones in Portland, TX, holding CFP® and Series 66 designations with nine years of industry experience. She has been with Edward Jones since 2016. Outside her advisory role, she serves as Vice President and Secretary of Koru Holdings, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over four million clients through a nationwide network of financial advisors and branch offices.