Karen Cole is a financial advisor with D.A. Davidson & Co. holding Series 63 and Series 65 credentials and 23 years of industry experience. She has worked at several firms, including Cetera Investment Services LLC and Edward Jones, before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Julia Stimson is a financial advisor with Ameriprise in Goliad, TX, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise since 2005, including its predecessor firm Ameriprise Financial Services, Inc. Outside of her advisory role, she writes plans for other advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with algorithmic automation supporting its centralized retirement-income consulting team.

Daniel Nelson is a ChFC® and holds a Series 66 license with Edward Jones, where he has worked as a financial advisor since 2016. He has 10 years of industry experience and serves concurrently in the U.S. Army since 2004. Nelson is involved in several local organizations in Goliad, TX, including serving as a board member and volunteer for various community and economic development groups. 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 and provides a broad range of advisory services through a nationwide network of financial advisors and branch offices.