ADVISOR BIO

Andrea Condon is a financial advisor with over 24 years of experience in the industry. Andrea has been with LPL Financial LLC since 2005, and holds a Series 7, Series 24 and Series 63 license, as well as a Series 65 license. Andrea has a strong track record of providing financial advice to individuals, families, and businesses. Andrea is passionate about helping her clients achieve their financial goals. Andrea is also committed to providing her clients with personalized attention and exceptional service.

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ADVISOR BIO

Autumn Lynn Riggan is a financial advisor associated with Raymond James Financial Services Advisors, Inc. in Fredericksburg, TX. Autumn has been in the financial industry for over 10 years. Autumn is registered with the state of Texas.

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ADVISOR BIO

Brian K. Previe is a financial advisor currently affiliated with J.P. Morgan Securities LLC. Brian has been in the industry since August 29, 2012, and specializes in several investment areas. Brian is registered with the state of Texas and holds the Series 6, Series 63, and SIE licenses. Prior to joining J.P. Morgan Securities LLC, Brian was associated with Chase Investment Services Corp.

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ADVISOR BIO

Britt Alan Pounds is a financial advisor associated with Edward Jones. Britt has been in the industry since February 1, 1999 and has a total of 17 state registrations. Britt holds Series 7 and 63 licenses and the SIE exam. In addition to Britt’s licenses, Britt also holds the Certified Financial Planner designation. Britt is a partner at FHP Properties, a partnership located in Amarillo, Texas, involved in various business ventures including oil and gas investments, occupational healthcare, home remodeling, and building. Britt is also the President of the Board on the Investment Committee for the Golden Hub Foundation.

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Carlos Alberto Gonzalez avila is a registered representative with J.p. Morgan Securities LLC, holding both Series 63 and Series 6TO licenses. Carlos Alberto Gonzalez avila specializes in a variety of investment areas, including investment company products, variable contracts, and other investment products. Carlos Alberto Gonzalez avila is a registered representative in Texas and is active in the financial services industry since 2022.

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ADVISOR BIO

Charles Vreeland is a financial advisor registered with J.p. Morgan Securities LLC. Charles is based in FREDERICKSBURG, TX. Charles joined J.p. Morgan Securities LLC on 2/8/2024 after previously working for Northwestern Mutual Investment Services, LLC. Charles's previous experience includes working in IRVING, TX. Charles is licensed in Texas and holds the following securities licenses: Series 63, Series 6TO, and SIE. Charles specializes in the following areas: Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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ADVISOR BIO

Cindy Harper is an investment advisor representative associated with J.P. Morgan Securities LLC. Cindy has been in the industry for over 24 years and has passed various industry exams including Series 7, Series 6, Series 63 and Series 65. She has experience with different types of clients including individuals, high-net-worth individuals, corporations, labor unions, insurance companies, charitable organizations, and pension plans. Cindy is licensed to provide investment advice in a number of states. Her work focuses on providing financial planning, pension consulting, and selection of other advisors services to clients.

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ADVISOR BIO

Damon Dozier is a financial advisor with LPL Financial LLC in FREDERICKSBURG, TX. Damon has been in the financial industry for over 14 years and is registered with FINRA and the state of Texas. Damon's previous employers include J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Damon holds the Series 7, SIE and Series 66 licenses. Damon specializes in working with individuals, businesses, and charitable organizations.

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ADVISOR BIO

Dana Lynn Green is a financial advisor who has been in the industry since 2009. Dana holds the Series 7 and Series 66 licenses as well as the SIE exam. Dana currently works for Edward Jones and is registered in 11 states. Dana is active in the agriculture industry, and she holds a hunting lease and raises cattle, horses, and sheep. Dana specializes in providing financial planning services, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

David Livingston Mayfield is a financial advisor with Strategic Financial Concepts, LLC. David has been in the financial industry since 1994 and is a Registered Investment Advisor in Texas. He holds a Series 6, 7, 63 and 65 licenses. David has prior experience with LPL Financial LLC and Investment Centers of America, Inc. David specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and other investment advisory services.

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