ADVISOR BIO

Abigail Leigh Bailey is an investment advisor representative with Raymond James Financial Services Advisors, Inc.. Abigail has been in the industry since 2020 and is licensed to provide investment advice in Texas.

SPECIALIZATIONS

ADVISOR BIO

Alan Chase is a financial advisor at Commonwealth Financial Network. Alan has been in the financial services industry since 1984. Alan is registered to provide investment advice in 18 states and holds Series 6, 7, and 63 licenses. Alan also offers fixed insurance sales under Ingenuity Financial Services, Inc. Alan is committed to providing his clients with comprehensive financial planning and investment management services. Alan's clients include high-net-worth individuals, corporations, and charitable organizations. Alan also provides services to pension and profit-sharing plans. Alan's firm, Commonwealth Financial Network, is a Registered Investment Advisor and broker-dealer that is headquartered in Waltham, Massachusetts. Commonwealth has over 3,000 advisors and 623,000 clients.

SPECIALIZATIONS

ADVISOR BIO

Anne Schumann Buck is a financial advisor with over 30 years of experience in the industry. Anne is currently registered with Osaic Wealth, Inc. Previously, Anne was registered with Securities America, Inc. and Securian Financial Services, Inc. Anne holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Anne is also a Chartered Financial Consultant.

SPECIALIZATIONS

ADVISOR BIO

Arturo Andrews is a financial advisor with J.p. Morgan Securities LLC. Arturo has been in the financial industry since 2005 and has held various positions at firms such as Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Advisors Asset Management, Inc. Arturo is registered with the state of Texas as a Registered Representative and Investment Advisor Representative. He is also registered with the Financial Industry Regulatory Authority (FINRA). Arturo has a series of qualifications, including Series 6, Series 7, Series 63, and Series 66. Arturo specializes in portfolio management for individuals and businesses, and also provides financial planning services.

SPECIALIZATIONS

ADVISOR BIO

Brett Dickinson is a financial advisor with Dai Wealth, LLC. Brett has been in the financial industry since 2023 and is currently registered with FINRA and the state of Texas. Brett has a strong background in customer service and sales, and is committed to providing clients with personalized financial advice. Brett is also a general manager for Central Texas Harley-Davidson.

SPECIALIZATIONS

ADVISOR BIO

Casey Waits is a financial advisor with Prospera Financial Services, Inc. with over 27 years of experience in the financial industry. Casey has experience in providing financial planning and investment management for individuals, businesses and pooled investment vehicles. Casey is registered with the state of Texas and in 20 states including California, Florida and Illinois. Casey is a Series 7, 63 and 24 licensed advisor. Casey also has an Operations Professional Examination (Series 99TO) and an Investment Banking Registered Representative Examination (Series 79TO).

SPECIALIZATIONS

ADVISOR BIO

Catherine Morrison has been in the financial services industry since August 1999. Catherine is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since August 2022. Prior to that, Catherine was employed by WELLS FARGO CLEARING SERVICES, LLC from July 2014 to August 2022 and MORGAN STANLEY from June 2009 to July 2014. Catherine is registered as an Investment Advisor Representative in Texas and has Series 7, Series 63, and Series 65 licenses. Catherine provides investment advice to individuals, businesses, charitable organizations, and insurance companies. Catherine also holds a 50% ownership in FINET PRACTICE TRAVERSE TX LLC.

SPECIALIZATIONS

ADVISOR BIO

Chad Cunningham is a financial advisor with Edward Jones in NEW BRAUNFELS, TX. Chad has been in the financial services industry for over 10 years and has a passion for helping people reach their financial goals. Chad has a wide range of experience, including working with individuals, families, and businesses. Chad is committed to providing personalized financial advice and working with clients to develop a financial plan that meets their individual needs. Chad has a strong commitment to ethical practices and client service. Chad holds Series 7TO, Series 66 and SIE licenses. Chad's clients appreciate his expertise and his ability to explain complex financial concepts in a clear and concise way.

SPECIALIZATIONS

ADVISOR BIO

Christine M. Woznicki is a financial advisor with Edward Jones. Christine has been in the financial services industry since July 24, 2015. Christine holds Series 66, 63, 24, 10, 9, 7 and SIE licenses. Christine is registered to provide investment advice in Arizona and Texas. Christine's previous employer was Charles Schwab & Co., Inc.. Christine has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Christopher Sanger is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Christopher has been a registered representative for 3 years. Prior to working at Raymond James Financial Services Advisors, Inc., Christopher worked at Morgan Stanley. Christopher is registered to offer investment advisory services in 8 states.

SPECIALIZATIONS