Henry Golightly III is a financial advisor with Douglas Capital Advisors holding a Series 65 credential and one year of industry experience. He has previously held roles at Archer Investment Corporation, Avantax Insurance Agency, and Avantax Advisory Services. Outside of advising, he is the managing member of Golightly Financial Services, LLC, which provides tax planning, tax preparation, outsourced CFO, and accounting services. Douglas Capital Advisors offers investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm employs a planning-first, evidence-based approach that prioritizes tax efficiency and low-fee, tax-advantaged ETFs and mutual funds, providing customized portfolio management and consulting services.

Howard Douglas III is a CFP® with eight years of experience in financial services. He is a principal at Douglas Capital Advisors, where he has worked since 2021. His prior experience includes roles at Morgan Stanley, MassMutual Life Insurance Company, and Waddell & Reed. Outside of advisory work, he operates a retail business focused on health, beauty, and wellness products and services. Douglas Capital Advisors provides investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm follows a planning-first, evidence-based approach with an emphasis on tax efficiency, using primarily low-fee, tax-advantaged ETFs and mutual funds, and offers educational seminars and enterprise services such as exit and succession planning.

Barbara Derusha is a financial advisor at Westpark Wealth Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Westpark Wealth Advisors since 2018, in addition to roles at Calton & Associates, Inc. and Pension Planners of Central Texas. Outside of her advisory roles, she is a partner in Compass Retirement Planning. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm employs a range of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Diane Binford is a financial advisor at Hilltop Securities Inc. with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Hilltop Securities since 2018, with prior experience at Southwest Securities Inc. Hilltop Securities serves a diverse client base including individual, high-net-worth, institutional, corporate, and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes firm-sponsored and third-party investment strategies. The firm combines custody, banking, and market-making capabilities, providing clients with discretionary and non-discretionary management options, tax-aware and impact overlay services, and specialized municipal bond strategies.

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Andrew Hollister is a Series 65-registered financial advisor at Yale Capital Corp. in Elgin, TX, with 18 years of industry experience. He has been with Yale Capital Corp. since 2007. Outside of his advisory work, Hollister is a managing member of several residential real estate and vehicle ownership companies in Texas. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, families, private investment funds, and U.S. institutions. The firm focuses on fundamental analysis, tax-efficient asset classes, and customized portfolio management, typically serving clients with discretionary accounts and a minimum household balance of $10 million.

Matthew Kolesky is a financial advisor at Wealth Enhancement Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Arbor Capital Management, Inc. for 22 years and Charles Schwab for three years. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Michael Hosford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior firms include Royal Alliance, National Planning Corporation, and American General Securities Incorporated. Outside of his advisory role, he owns an equipment leasing company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Kyle Mogonye is a financial advisor with Edward Jones in Elgin, TX, holding a Series 66 designation and entering his first year of industry experience. Prior to joining Edward Jones, he worked at First National Bank of Bastrop for nine years and spent two years at Texas A&M University. 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Joe Abbott is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing, BBVA Compass Insurance Agency, and Morgan Stanley. Abbott is also involved with First National Bank of Bastrop and Highland Capital Brokerage in financial advisory and insurance-related capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

Jack Sutton Jr. is a financial advisor with Edward Jones in Elgin, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones and associated with Motorola through Manpower since 1999. 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 network of financial advisors and branch offices across the nation.

Leah Oliver is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and operates out of Bastrop, TX. Outside of her advisory role, she is involved in aircraft ownership through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Troxler is a CFP® professional with 29 years of experience in financial advising. He is currently with LPL Financial and has held roles at Vista Financial Planning Group and SCF Investment Advisors, among others. Outside of his advisory work, he is employed by Alaska Airlines and is involved with CAE Flight Training. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through its large network of advisors and utilizes various model portfolios, third-party subadvisors, and technology tools to support advisory services.

Cailin Mc Elrath is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 credential. She has worked at Charles Schwab & Co., Inc. since 2014. Outside of her advisory role, Mc Elrath owns and operates vintage and women’s apparel businesses and maintains a personal blog focused on fashion, lifestyle, mental health, addiction recovery, motherhood, and social justice topics. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Christopher Carruthers is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior firms include Dovetail Wealth Management, LPL Financial, Post Oak, Austin Private Wealth, and Merrill. Outside of his advisory work, he serves as the treasurer for the Cub Scouts organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized retirement income service that provides detailed planning and recommendations focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Mason Marozas is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Royal Alliance Associates, INC. and KU Student Money Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with varied investment strategies and technology tools.

Brandi Wilburn is a Series 66-licensed financial advisor with Edward Jones in Elgin, TX, having three years of industry experience. Prior to joining Edward Jones, she was affiliated with Texas State University for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm provides 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.

Robert Schobel is a financial advisor with LPL Financial in Bastrop, TX. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.