Edith Moreno is a financial advisor at M.C. Byrd Wealth Management, LLC in Bellville, TX, holding a Series 65 designation with seven years of industry experience. She has been with M.C. Byrd Wealth Management since 2016 and previously worked at Rainbow Litho from 2010 to 2016. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party managers, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.

Jay Boekeloo is a CFP® professional with six years of industry experience, currently serving as the sole advisor at High Note Financial LLC since 2022. His prior roles include positions at Timepiece Financial Planning, Inc., Middleton & Company, and work outside the financial sector in music and academia. Boekeloo holds a master’s degree in personal finance and financial therapy and conducts analytical work for an unaffiliated advisory firm in a non-client-facing capacity. High Note Financial LLC provides discretionary investment management, comprehensive financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs modern portfolio theory and long-term strategies with a focus on tax-aware implementation and behavioral finance, and offers participant education and group enrollment meetings for retirement-plan clients.

William Pier is a financial advisor at Barton Financial Group LLC with a Series 65 credential and one year of industry experience. He previously worked at New York Life Insurance Company and St. Mary's Catholic Center. Barton Financial Group serves individuals, employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach combining passive and active vehicles, emphasizes long-term holding periods, and integrates institutional technology and model resources to tailor portfolios to client goals and risk tolerance.

Monte Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Byrd also operates as an independent insurance agent and is involved in estate planning through the M.C. Byrd Company. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party manager solutions, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.

Caleb Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with M.C. Byrd Wealth Management since 2016. Prior to that, he spent a year at Baylor University. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles and combines in-house models with third-party managers to manage client assets, offering both discretionary and non-discretionary portfolio management along with retirement-plan consulting.

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.

Taylor Starnes is a financial advisor at Edward Jones with seven years of industry experience. He has held his current position since 2018 and holds a Series 66 credential. Prior to joining Edward Jones, he worked at Mattress Firm and Watch Station International. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Amy Kaase is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and Avantax Insurance Agency. She is also involved in managing client service and operations at DB Wehring Wealth LLC in Bellville, TX. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party money managers across various program structures.

Michael Kovar is a financial advisor with Primerica Advisors in Sealy, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Cameron Kershner is a financial advisor with Edward Jones in Sealy, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages a cattle farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

Erick Miron is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including BBVA Securities Inc. and Prosperity Bank. Miron is also associated with Prosperity Private Investments as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Kyle Mueller is a financial advisor with Edward Jones in Bellville, TX, holding the Series 66 designation and bringing over nine years of industry experience. Prior to joining Edward Jones in 2024, he worked at Bank of Brenham for eight years and Industry State Bank for one year. 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 discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Krystal Fritsch is a financial advisor at Edward Jones in Sealy, TX, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at Kiewit. 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Andrew Krampitz is a financial advisor with Edward Jones in Sealy, TX. He holds the CFP® designation and Series 66 license and has 15 years of industry experience, including over 16 years with Edward Jones. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Greg Macha is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles at CenterPoint Energy, Maersk Drilling USA, Frontline Power Construction, and North Houston Pole Line. Outside of his advisory work, he owns and manages a cattle operation and a sole proprietorship involved in park management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Terry Hoover is a financial advisor with Edward Jones in Bellville, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is active in his community as a member of the Lions Club and serves in various capacities at the First Baptist Church, including as a deacon and on the mission and personnel committees. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.