ADVISOR BIO

Alec Blaine Walker is a financial advisor with Crestmont Private Wealth LLC, a firm based in Boerne, TX. Alec has been in the industry since at least 2014. Alec is registered in Louisiana and Texas. Alec is also a Certified Financial Planner and has been a licensed insurance agent since 2015. Alec works with individuals, high net worth individuals, and corporations.

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ADVISOR BIO

Alfred Fuentes is a financial advisor with Edward Jones, based in Boerne, TX. Alfred has been in the financial services industry since 1991 and has a broad range of experience, including working with Investment Professionals, Inc. and Advisors Asset Management, Inc. Alfred is licensed to provide investment advice and securities trading services in multiple states. He specializes in financial planning, portfolio management, and pension consulting. Alfred is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Althea Mortensen is an investment advisor representative with Advisors Asset Management, Inc. located in Boerne, TX. Althea began her career in the financial services industry on September 22, 2009. Althea has been with Advisors Asset Management, Inc. since August 3, 2016. Althea's previous experience includes positions with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., and EDWARD JONES. Althea has passed the Series 66, Series 7, and SIE exams.

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Amanda Reyes is a financial advisor at Edward Jones, located in Boerne, TX. Amanda has been working in the financial services industry since 2011. Amanda has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Amanda's professional designations include Series 66, Series 7, and SIE exams. Amanda is committed to providing her clients with personalized financial advice and investment strategies that meet their individual needs.

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ADVISOR BIO

Amy Kristine Ochs is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC in Boerne, Texas. Amy is a registered representative and investment advisor representative, holding a Series 7TO and Series 66 license. Amy has experience in the financial industry since September 2019, working with individual clients, corporations, and businesses. Amy is a professional with a proven track record of success in the financial industry.

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Andrew Voiles is an investment advisor representative with Raymond James Financial Services Advisors, Inc. in Boerne, Texas. Andrew has been in the industry since January 2010 and has registrations in multiple states. Andrew's specializations include investment management for individuals and businesses, financial planning, and pension consulting. Andrew also provides educational seminars.

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ADVISOR BIO

Angelique Alvarado is an investment advisor representative with Advisors Asset Management, Inc. Angelique has been in the industry since 1998. Angelique is registered with the state of Texas as both a broker-dealer and an investment advisor. Angelique's registrations have been active since 2008. Angelique has passed both the Series 7 and the Series 63 exams.

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Ann Beth Barham is a financial advisor at Edward Jones. Ann has been in the industry since April 2021 and has been registered with Edward Jones since May 2021. Ann is registered to provide securities services in Alabama, California, Colorado, Florida, Kentucky, Mississippi, New York, North Carolina, Oklahoma and Texas. Ann also holds a Series 66 license and a Series 7TO license and a SIE license. Ann's office is located in Boerne, Texas.

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ADVISOR BIO

Arthur Francis Sullivan is an investment advisor representative at Advisors Asset Management, Inc. Sullivan has been in the securities industry since December 1985. Sullivan is registered with the state of Texas. Sullivan has a series 65 license and a series 63 license as well as a series 8 license and has passed the Series 3, Series 7 and SIE exams. Sullivan has held previous positions at Lincoln Financial Distributors, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and The Stuart-James Company, Inc.

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ADVISOR BIO

Barton Duane Lindemann is a financial advisor with J.p. Morgan Securities LLC. Barton has been in the industry since 2005 and holds Series 6, 7, 63 and 65 securities licenses. Barton is registered to provide investment advice in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Barton is a registered representative of J.p. Morgan Securities LLC.

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