Stephen Murphy is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked at Fidelity and its affiliates since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and advisory services.

Matthew Kim is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at USAA and Chase Wealth Management. Outside of finance, he performs as a bassist and vocalist in an 80’s New Wave cover band. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized reporting through a non-discretionary service model. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Georgia Malmsten is a financial advisor with Edward Jones in New Braunfels, Texas, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 advisors.

Paul Mayhew is a financial advisor with Mass Mutual Investors Services in San Marcos, Texas, holding a Series 63 designation and 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual and has operated his own retail photography business since 2018. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers collaborative, goal-focused planning using firm-approved analytical tools and a range of event-driven and specialized planning programs.

Jesse Jaco is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at Frost, Wells Fargo Bank, N.A., and JPMorgan Chase Bank, N.A. He is also involved with Jaco Strategies LLC. 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 when recommending strategies.

Cesar Lopez Solorzano is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Securities LLC and J.P. Morgan Chase Bank since 2018. Prior to that, he held positions at 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Holly Hagle is a financial advisor with LPL Financial in New Braunfels, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she serves as a notary in the state of Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutional entities. The firm offers financial planning, advisory programs, and retirement consulting, supporting both discretionary and non-discretionary management through a variety of model portfolios and research resources.

Clayton Buchanan is a financial advisor with Merrill in New Braunfels, TX, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2017 and is currently affiliated with Bank of America, N.A. since 2024. Prior to his advisory roles, he worked at Dallas Baptist University from 2013 to 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Camden Steele is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, he worked at Ameriprise and has also held roles in the automotive industry. Camden serves as Treasurer for Frontline Heroes Outdoors, a nonprofit organization providing outdoor activities for veterans, active duty personnel, and frontline workers. 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 tailored, non-discretionary planning and uses advanced analytical tools to support client goals.

Mark Freeland is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Ameriprise since 2018, including a prior role at Investment Professionals Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual reviews focused on income sources and tax-aware withdrawal strategies.

Jason Dixon is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the managing member of Dixon Venture Group, which involves managing rental properties in Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Abigail Hawkins is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to help clients develop comprehensive financial plans. She focuses on empowering clients to pursue their financial goals with confidence and clarity. She has held multiple roles at Fidelity Investments since 2021, including Relationship Manager, Central Relationship Manager, and Transition Service Specialist. Prior to her current positions, she worked as a Financial Advisor and Financial Advisor Intern at North Star Resource Group in 2021. Outside of her professional responsibilities, Abigail enjoys cooking and baking, participating in family activities, attending social events with friends, and engaging with movies and music.

Matthew Zito is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, New York Life Insurance Company, Cavender Cadillac, and Jennings Anderson Ford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds while managing approximately $1.01 trillion in assets under management.

Teresa Grubman is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at USAA, Victory Capital, Citigroup, and New York Life Insurance Company. Outside of finance, she owns and operates a business called The Lady in the Moon, offering new age gifts and complementary alternative medicine services such as Tarot and sound healing, and she is also a freelance author of non-fiction books. 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 applying an ESG eligibility framework in its recommendations.

Kathryn Mathis is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is a self-publishing author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Adam Rhoades is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies with approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and branch offices, providing both discretionary and non-discretionary solutions alongside affiliated mutual funds and overlay tax-efficient services.

Matthew Parker is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp and in business roles at 24 Hour Fitness and Winston Water Cooler. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and portfolio management strategies.

James Wissmiller is a financial advisor at Edward Jones in New Braunfels, TX, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2005. Outside of his advisory role, Wissmiller is involved in owning and managing short-term rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Chaston Horelka is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cetera Investment Services LLC and 4Life Wealth Advisors. Outside of finance, he has experience in landscaping through Gulf Coast Landscaping LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Alejandro Alvarez is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and has held roles at several other companies including Solvanta Ventures LLC and Heb. J.P. Morgan Securities 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 when recommending investment strategies.