Ronald Schulze is a CFP® certificant with nine years of industry experience, operating his independent firm, Ronald Ray Schulze, in Yorktown, TX. He has been active in the financial services field since 1990. Ronald Ray Schulze provides personalized investment management and financial planning services primarily to individual clients. The firm employs a tactical asset allocation, core-and-satellite approach with a focus on mutual funds, incorporating market-timing strategies that are relatively uncommon among independent advisers.

Rebecca Koranek is a financial advisor with LPL Financial in Cuero, Texas, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at SagePoint Financial, Inc. from 2016 to 2020 before joining LPL Financial. She is also a commissioned notary. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Clifton Foulds is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He owns the building occupied by his Edward Jones office in Cuero, TX. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of investment advisory programs and related services, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Trey Parma is a financial advisor with Edward Jones in Cuero, Texas, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he operated Trey Parma Consulting and was involved with Goldman, Hunt & Notz, LLP for ten years. He also manages Parma Ranch, a personal family ranch where he maintains livestock and land. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment options, with a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Tyler Mc Clellan is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he is involved in land holdings with family and receives royalties from cell tower investments. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Benjamin Langford is a financial advisor at Edward Jones with three years of industry experience. He previously worked at SWBC Investment Company and SWBC Investment Services LLC from 2022 to 2024. Outside of his advisory role, he owns rental property in San Antonio, 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 and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ashley Markos is a financial advisor at Edward Jones in Cuero, TX, holding a Series 66 designation with 12 years of experience at the firm 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 under management and offers a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Sisco is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for nine years. Outside of advising, he co-hosts a podcast called The Lists Podcast. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.