Roger Simmons is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2004. He is based in New Braunfels, TX, and also performs as a French horn player with the Corpus Christi Symphony, Austin Lyric Opera, and occasionally with the Austin Symphony. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.

Martin Slechta is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience, including prior roles at Frost Brokerage Services and Randolph-Brooks. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Rebecca Muehl is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2019 and previously worked in several other fields, including automotive and retail. Outside of her advisory role, Muehl is the owner and Executive Director of The Village: Autism Alliance, a nonprofit organization in New Braunfels. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and a large national network of advisors and branch offices. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies alongside tax-efficient services.

Harleen Kaur is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Victory Capital Services, BBVA Securities, Woodforest Bank, Cash America International, and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Christopher Sanger is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Morgan Stanley and its affiliated private bank. Outside of advisory work, he serves as a board member of the First Protestant Church of New Braunfels and is involved in agricultural ventures through his ownership of farm operations and related business entities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports advisory programs, with notable expertise in municipal and public finance.

Jonathan Barrera is a financial advisor at Edward Jones based in San Antonio, TX, with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Richard Gibbens is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Johnson Controls Inc. and Parsonex Advisory Services. Outside of his advisory role, he is involved in the sale of investment and loan products as well as referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody services through BNY Mellon Advisors and Pershing.

Gavin Baker is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at 4Life Wealth Advisors and Cetera Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Alonso Buitron is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley and USAA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when making recommendations.

Heather Mazoch is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She previously worked at Raymond James & Associates for 10 years before joining Cambridge in 2018. In addition to her advisory role, she serves as a notary public in Texas. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies with both proprietary and third-party model solutions.

Adalberto Santos is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Charles Schwab & Co. and JPMorgan Chase Bank, N.A. He has also been involved with the Rincon Del Bosque Padel Club and The Wagon Wheel. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates an ESG eligibility framework.

James Love is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2013 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and various investment strategies.

Jackson Gardner is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Centennial Bank. Outside of his advisory role, he was involved with Island Wing Company for four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Serina Kornegay is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Charles Schwab & Co. Inc. and JPMorgan Chase Bank, N.A. Before entering the financial industry, she held various jobs in education and hospitality. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Marisa Brown is a financial advisor with Charles Schwab in San Marcos, TX, holding a Series 66 license and seven years of industry experience. Her prior roles include work at Kathleen Brown Attorney at Law, the University of Texas at Austin, Instituto Tecnológico Autónomo de México, and The Wright Companies. Outside of finance, she co-owns Olive & Oak, a wedding floral business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Matthew Kalinowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at Swbc Investment Services, LLC, and has experience in the insurance sector and government service. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Erick Loyola is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Victory Capital Management, USAA Investment Management, and Edward Jones. Loyola is also involved in managing several rental properties in New Braunfels, Texas. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by extensive research and centralized operational infrastructure.

Jeremy King is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Morgan Stanley from 2016 to 2025 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. He holds a Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations, delivering services on a non-discretionary basis through a select group of Wealth Advisors.

Paul Barton is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and holds a Series 66 designation. Prior to his career in financial advising, he worked for Novartis Pharmaceuticals Corporation for 18 years. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, managing approximately $1.01 trillion in assets.

Manuella Shomba is a financial advisor at J.P. Morgan Securities LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Rose-Hulman Institute of Technology. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.