Kimberly Mamaril is a CFP® professional with six years of industry experience, currently serving as an advisor at Illumination Wealth Management. Her prior roles include positions at T. Rowe Price, CIC Wealth, Kestra Advisory Services, and Las Olas Capital Advisors. She also holds an operational leadership role as COO at 7RCC Global, focusing on financial product development and business operations. Illumination Wealth Management is a registered investment adviser that serves individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management, combining financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and offering additional services such as pension consulting and employee education.

Charles Brown is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 51 years of industry experience. Brown has been with Momentum Independent Network since 1996. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage, execution, clearing, and custody services, utilizing a platform model with third-party managers and integration with Hilltop affiliates.

Dean Wolpert is a financial advisor with intrua Financial, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 2010. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 2024.

Paula Smith is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Principal Securities Inc. since 2003 and also maintains a longstanding role with Principal Life Insurance Company dating back to 1995. Outside her advisory work, she is the owner of a farm in New Ulm, TX, managed by her husband. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements.

Mark Meservey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes 14 years at LPL Financial and 25 years at State Bank. He is the owner of Meservey Financial Group, LLC, which supports his securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting, along with operational, technological, and compliance support. The firm offers a range of discretionary and customized investment solutions, including model portfolios managed by its Investment Management and Research team.

Joseph Prendiville is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing one year of industry experience. His prior work includes roles at J.P. Morgan Securities, The Vanguard Group, and Flanagan Financial Group/MassMutual Life Insurance Company, as well as experience as a self-employed advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of financial advisors and branch offices.

Jessie Hill III is a financial advisor with Edward Jones in La Grange, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as president of Hill Wealth Management, LLC, a real estate investment company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment programs and advisory services supported by a large nationwide network of financial advisors and branch offices.

Charles Mazac is a financial advisor at Edward Jones in La Grange, Texas, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and operates Rustling Oaks Ranch in Muldoon, Texas, where he produces and sells hay for livestock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Mark Howell is a financial advisor with UBS Financial Services in Round Top, Texas, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he serves as a general partner managing assets for a family limited partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Bobby Thibodeaux Jr. is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has worked at Cetera and related firms since 2016, with prior roles at LPL Financial LLC and Fayetteville Bank. He is a member of the La Grange Noon Lions Club. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to affiliated and third-party model portfolios, discretionary and non-discretionary management, and a range of program structures.

Michael Gates is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously operated an independent piano tuning and repair business. His prior work includes roles at Thrivent Financial, Crestone Wellness, La Scala Restaurant, and Curbside Coffee Shop. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning that addresses multiple financial topics, with options to combine planning and managed account services under a consolidated billing arrangement.

Forrest Stewart is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Capital Farm Credit and Situs Asset Management. Stewart is based in La Grange, Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. Their services include a range of planning topics and offer a consolidated billing option combining planning with managed accounts.

Matthew Hance is a CFP® professional with nine years of experience in the financial services industry. He has been with Edward Jones since 2016. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Holmes is a Series 66–licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he was self-employed at Steg Solutions LLC, an e-commerce business based in Tampa, Florida, which he owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,000 financial advisors.

Reece Cernoch is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 15 years of industry experience. He has worked at LPL Financial since 2012 and spent one year at Edward Jones prior to that. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Walt Green is a financial advisor with Edward Jones in Giddings, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Caldwell Intermediate ISD and Aflac/VIP, and served six years in the United States Marine Corps Reserves. 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 a range of advisory programs, including both discretionary and non-discretionary strategies, with a large network of advisors and branch offices nationwide.

Dustin Gersch is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Ameriprise Financial Services and Avantax Advisory Services. Outside of his financial advisory work, he owns and manages Paleo Powder Seasonings LLC, a spice and breading company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and custodial arrangements.

Lindsey Boriack is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. She has held roles at several firms including Avantax Investment Services Inc., Gersch Wealth Partners, LLC, and Alliance Wealth Strategies LLC. Outside of her advisory work, she is a member of Boriack Custom Designs, LLC, a retail products and design consulting business operated by her husband. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a range of discretionary and non-discretionary investment programs.

Bailey Grzyb is a financial advisor at Edward Jones in La Grange, TX, holding a Series 66 designation with four years of industry experience. Bailey has worked at Edward Jones since 2014, including prior roles at the University of Connecticut and Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Bradley Van Houten is a PFS™ credentialed financial advisor with three years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Dauntless Wealth Management LLC and SOFAC Advisors, LLC. Outside of his advisory work, he is involved in multiple business activities, including managing a CPA firm and operating 335 Adventures, which offers tactical shooting and handgun classes. He also serves as treasurer for the Round Rock Police Foundation, a nonprofit supporting local law enforcement. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and advisory services, managing over $256 billion in assets across more than 10,000 advisors.

Donald Gage is a financial advisor at Edward Jones in La Grange, Texas, holding Series 63 and Series 66 licenses with 36 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves as the president of St. Paul Lutheran Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.