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.

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.

Jeffery Musgrove is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management, Gradient Advisors, and Bayou City Financial Advisors. In addition to his advisory role, he is involved in a marketing business through Tactical Marketing and Management Associates, LLC. Simplicity Wealth serves a diverse client base, including individual and high-net-worth clients as well as financial intermediaries. The firm employs a model-driven, fund-of-funds investment approach and provides technology, operations, and managed account services to advisers and institutions.

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.

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.

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.