Jose Perales is the principal advisor at Retire Lab LLC, holding Series 65 and Series 63 licenses with 18 years of industry experience. He has worked at firms including USAA Financial Advisors and Forthright Capital Advisory. Outside of his advisory work, Perales manages a local football league, Fierce Sports Nation, which organizes tournament-style events and fundraising activities. Retire Lab LLC, operating in Texas as Teachers Financial Group, provides investment management, financial and retirement planning services primarily for individuals, high-net-worth clients, public employees, and retirement plan sponsors. The firm offers discretionary portfolio management tailored to client goals and coordinates with other professionals as requested.

Jeremiah Sanchez is a financial advisor at Crescendo Wealth Group LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Victory Capital, and Bukaty Financial. Sanchez is also the owner of Crescendo Private Wealth Advisory, LLC, an independent licensed insurance agency currently without active business. Crescendo Wealth Group LLC serves individual clients and pension/profit-sharing plans with portfolio management and pension consulting. The firm uses a long-term investment approach based on fundamental and cyclical analysis, modern portfolio theory, and quantitative techniques, typically managing accounts on a discretionary or non-discretionary basis.

Daniel Gonzales is a Series 66-licensed financial advisor with Edward Jones in Castroville, TX, bringing eight years of industry experience. His prior work includes roles in several independent school districts from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Christopher Van Stavern is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Ameriprise and Investment Professionals, Inc., and he has operated Outdoor Lifestyle Strategies, LLC dba Springs Wealth Group since 2020. He is also a partner in OLS Property Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a range of advisory programs.

Tristan Haby is a financial advisor with Edward Jones in Castroville, TX, holding a Series 66 designation. He has been in the industry since 2026, previously working at Castroville State Bank for five years and holding roles in facility maintenance and the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm operates a large nationwide network of financial advisors and branch offices and manages approximately $1.01 trillion in assets under management.

Mark Zito is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. His prior roles include work at Matchwell and Brothers Automotive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Abigail Zinsmeyer is a financial advisor at Raymond James Financial with the Series 66 designation and less than one year of industry experience. Prior to joining the firm, she was involved with agricultural enterprises including Z & Z Farms and Double Z Ranch, as well as an organization called Wildlife Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cassandra Benson is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Daniel Dailey is a financial advisor with Edward Jones in Hondo, Texas, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Edward Jones since 1998. Outside of advising, he manages office space rental properties in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and comprehensive services beyond advisory offerings.

Paden Lynch is a financial advisor at Edward Jones with six years of industry experience, holding a Series 66 designation. He has worked at Edward Jones since 2019 and previously held roles at Double L Lodges LLC and Cecil Atkission Motors. Lynch is also a managing member of Double L Lodges LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.