Derek Prater is a financial advisor at Sable X Wealth Management LLC in Dayton, TX, holding Series 63, 65, and 66 licenses with over 15 years of experience in the industry. His prior roles include positions at Edward Jones, Merrill, and Morgan Stanley. Sable X Wealth Management is an independent advisory firm serving individuals, high net worth clients, and charitable organizations with discretionary asset management and financial planning. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor investment strategies to each client’s objectives and risk tolerance.

David Wanja Jr. is a CFP® and Series 65 credentialed advisor at Clientfirst Wealth Management, LLC with five years of industry experience. His prior roles include positions at Legacy Financial Designs, FreeWill, and Financial Synergies Wealth Advisors. He has been affiliated with Houston Country Club since 2015. Clientfirst Wealth Management serves individual and high-net-worth clients with fee-only discretionary asset management and subscription-style financial planning. The firm emphasizes tailored portfolios based on client goals, various analysis techniques, and ongoing monitoring.

Catrina Beauchamp is a financial advisor at TLG Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at firms including Boulevard Family Wealth and MAS Advisors LLC. Beauchamp is also president of Bobcat Business Ventures, where she educates advisors and clients on life insurance. TLG Advisors serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm employs an investment process focused on manager selection and fundamental analysis, offering both traditional portfolio management and a direct-to-consumer digital program.

John Herndon is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Edward Jones in Dayton, TX, having previously worked at Fidelity Brokerage Services, Invesco Investment Services, and held other roles including a position at Anheuser-Busche InBev. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in its category.

Kyle Reynolds is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at The Home Depot and has experience in education at Texas A&M University and the Tarkington School System. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with both discretionary and non-discretionary options.

Moria Bailey is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Humble, TX. She has seven years of industry experience and has been with Edward Jones since 2014. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Christopher D'camp is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Walgreens for 19 years. Christopher holds the Series 66 designation. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ross Ward is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Chase, American Beacon Advisors, Resolute Investment Managers, and Invesco. Outside of his advisory role, Ward serves as a City Councilman in Liberty, Texas. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Rachel Odell is a financial advisor at Edward Jones with 15 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Odell serves as the Vice Chairman of the Liberty Dayton Chamber of Commerce. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lara Umberger is a financial advisor at Edward Jones in Crosby, TX, holding a Series 66 designation with 14 years of industry experience, all of which has been with Edward Jones since 2012. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

Stephen Dugger is a financial advisor with Edward Jones in Liberty, TX, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

Leslie Herndon is a financial advisor at Edward Jones in Dayton, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience, all of which has been spent with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dustin Gatlin is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he operates a family farm focused on cattle sales and manages a pasture lease in Liberty, Texas. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.

Evan Weibel is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Edward Jones since 2023 and previously spent eight years at Invesco Advisers, Inc. 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 through a nationwide network of over 23,700 advisors and offers a broad range of advisory programs and affiliated investment products.

Susan La Cour is a financial advisor with Edward Jones in Liberty, TX. She holds the CFP® and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones in 2019, she worked in education with Hardin ISD and Chrysalis School. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a trust company.

Bryan Reynolds is a financial advisor at Cetera with over 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and Cetera Investment Services LLC since 2005, following a 26-year tenure at 1 St Liberty National Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and a large nationwide network of more than 10,000 advisors.

Tyler Moore is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Hologic, Inc., Applied Medical, and Crosby ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Laura Taylor is a financial advisor at Edward Jones in Dayton, TX, holding the ChFC® and Series 66 designations with seven years of industry experience. She has been with Edward Jones since 2018, following five years at T&H Ventures, LLC, a consulting firm specializing in accounting and cash management, which she owns. 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 range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sandra Solis is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2016. In addition to her advisory role, she serves as a Senior Wealth Advisor at First Liberty Bank. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which includes tailored Recommendation Reports and ongoing planning focused on income sources and tax-aware withdrawal strategies.

Andrew Perla is a financial advisor with Edward Jones in Crosby, TX, holding Series 65 and Series 66 registrations. He has one year of industry experience and previously worked at Liberty Mutual, NTT Data, UBER, among other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices across the United States.

Rachel Draughn is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previously worked with St. Mark's Episcopal Church and the Texas Classroom Teacher's Association. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Diana Weaver is a Series 66 licensed financial advisor with Edward Jones, where she has worked for 10 years. She is based in Crosby, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Ismael Vazquez is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JP Morgan Chase Bank and Direct Discount Display. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.