Ronnie Higgs is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. His prior work history includes roles at firms such as Usaa, Fisher Asset Management, Robinhood Markets, Coinbase, and Liberty Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Scott Thompson is a CFP®-certified financial advisor with 25 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Thompson is also involved in insurance sales through Clipper Wealth Management, focusing on non-variable health insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Mullins Sr. is a financial advisor with LPL Financial based in New Braunfels, TX. He holds a Series 63 designation and has 38 years of industry experience, including roles at Mullins & Timmermann, P.C., Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he operates a tax preparation and accounting practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

George Rogers is a Series 66-licensed financial advisor with two years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Victory Capital and EchoRock Financial, where he is also a partner in a tax preparation and representation services firm. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates quantitative and qualitative research supported by centralized due diligence and offers a program with broader derivatives and commodities capabilities.

Benjamin Lopez is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He has previously worked at Victory Capital and Mass Mutual and has a background that includes a technology consulting venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG considerations.

Karla Hopper is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and various capacities within JPMorgan Chase entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, with offerings that may include ESG criteria and a range of derivative and commodities capabilities.

Andrew Hedrick is a CFP® and ChFC® credentialed financial advisor at Edelman Financial Engines with 25 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2013 and previously held roles at The Mutual Fund Store and USAA Financial Planning Services. Based in San Antonio, TX, he has a background spanning multiple advisory firms over two decades. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, periodic rebalancing, and long-term investment strategies.

Michael Nash is a financial advisor with LPL Financial based in New Braunfels, TX, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014. Nash is also involved with Dollar Wealth Management, a business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and advisor tools.

Joseph Le Bouff is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to this, he was affiliated with Equitable Advisors and Equitable Financial Life Insurance, and has experience outside finance including a role at Uber. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Dorian Townsend is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities in San Antonio, TX, where he has worked since 2022. His prior experience includes roles at SWBC Investment Company, Ameriprise, USAA, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a blend of quantitative and qualitative research.

Payton Anderson is a Series 66-registered financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Anderson worked at Merrill Lynch from 2022 to 2025 and has held various roles across different industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions.

Geovanni Hosang is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors since 2006 and concurrently works with the Department of Veteran Affairs since 2007. Outside of his advisory role, he is a licensed Medicare insurance agent, a notary public, and is involved in various independent business activities including inspection services and brand management. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services facilitated by Pershing and Primerica Brokerage Services.

Jireh Mayers Murray is a financial advisor at J.P. Morgan Securities based in San Antonio, TX, holding Series 63 and Series 66 licenses. Murray began their career in the financial industry in 2025, with prior experience at firms including Morgan Stanley, UBS Financial Services, Goldman Sachs, and corporate roles at Comcast and Marriott International. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice and investment manager searches while clients retain final decision-making authority.

Roger Simmons is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial since 2004. He has played the French horn professionally with the Corpus Christi Symphony, Austin Symphony, and Austin Lyric Opera since the mid-1990s. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Martin Slechta is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Frost Brokerage Services, Frost Bank, and Randolph-Brooks. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Rebecca Muehl is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience in the industry. She has worked at Edward Jones since 2019 and previously held roles in various companies including Certified Tree Care and Leif Johnson Ford. Outside of her advisory work, Muehl is the owner and Executive Director of THE VILLAGE: AUTISM ALLIANCE, a nonprofit based in New Braunfels, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Harleen Kaur is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Victory Capital Services, BBVA, and Wells Fargo Bank. Kaur is based in San Antonio, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

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.