ADVISOR BIO

Benjamin Longoria is a Registered Representative and Investment Advisor Representative with PFS Investments Inc. Benjamin has been in the financial services industry for over 10 years. Benjamin is licensed to provide investment advice in Oklahoma and Florida. Benjamin holds Series 63, 65 and 6TO licenses, along with the Securities Industry Essentials (SIE) designation. Benjamin may provide financial products and services from other companies affiliated with PFS Investments Inc. Benjamin also may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services.

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ADVISOR BIO

Christopher A. Thomas is a registered representative of Edward Jones and has been in the industry since June 30, 2013. Christopher Thomas is a financial advisor with a commitment to providing personalized financial advice to individuals and families. Christopher Thomas holds the Series 6, 7, 63, and 65 licenses, and the SIE. Christopher Thomas has experience with investment strategies, retirement planning, and financial planning. Christopher Thomas has previously worked at PNC Investments, BBVA Securities Inc. and BBVA Wealth Solutions Inc. Christopher Thomas is currently registered to provide investment advice and securities brokerage services in California, Colorado, Florida, Louisiana, Missouri, North Carolina, Texas, Virginia, Washington, and Wyoming.

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ADVISOR BIO

Christopher Karschnik is an investment advisor representative associated with Lincoln Investment and Capital Analysts. Christopher holds a Series 7, Series 66, and SIE license. Christopher has been in the financial industry since 2020. Christopher is based in San Marcos, TX, and is registered with the state of Texas to provide investment advisory services to individuals and businesses.

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ADVISOR BIO

Cody Shaun Dailey is a financial advisor with Edward Jones. Cody has been in the industry since 2002. Cody has a Series 7, Series 63, and Series 66 licenses. Cody specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors.

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ADVISOR BIO

Crystal Dixon is a registered representative with Edward Jones. Crystal is a licensed investment advisor in Texas and has been active in the industry since 2012. Crystal holds a Series 7, Series 66, and SIE license. Crystal is available to help clients with a variety of financial needs, including financial planning, retirement planning, and investment management. Crystal is committed to providing her clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Damian Caruso is a registered investment advisor with Lincoln Investment and Capital Analysts, with over 20 years of experience in the industry. Damian has a strong track record of providing financial advice to individuals, corporations and institutions. Damian is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Daniel Jensen is a financial advisor with Empower Advisory Group, LLC based in San Marcos, Texas. Daniel has been in the financial services industry for over 2 years. Prior to joining Empower, Daniel worked at J.P. Morgan Securities LLC. Daniel is a Series 63, 65, and 6TO licensed advisor. He specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Daniel is committed to helping his clients achieve their financial goals.

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Ernesto Enrique Soto-morales is a registered representative with J.p. Morgan Securities LLC, working out of the SAN MARCOS, TX branch office. Ernesto has been working in the financial services industry since April 2017 and holds both Series 6 and Series 63 licenses.

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James Love is a financial advisor with over 10 years of experience. James is registered with LPL Financial LLC and has offices in San Marcos, Texas, San Diego, California and San Marcos, Texas. James has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. James has passed the Series 7TO, Series 6, and Series 63 exams. Before working with LPL Financial LLC, James worked with Northwestern Mutual Investment Services, LLC.

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ADVISOR BIO

James Corey Wheeler is a financial advisor at Edward Jones, with over 4 years of experience in the financial services industry. James specializes in retirement planning, college savings, and estate planning. James is committed to providing personalized financial advice and guidance to help clients reach their financial goals.

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