Gavin Baker is a Series 66-credentialed financial advisor with one year of industry experience, currently serving clients through LPL Financial in New Braunfels, Texas. Prior to joining LPL Financial in 2025, he worked at 4LIFE Wealth Advisors and Cetera Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms for individuals, retirement participants, and institutions.

Alonso Buitron is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and USAA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach integrates centralized due diligence and forward-looking capital market assumptions, with access to a broad range of investment strategies including derivatives and commodities.

Heather Mazoch is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2018. She previously worked at Raymond James & Associates for 10 years. Outside of her advisory role, she is a commissioned notary public in Texas. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a variety of platform options, including proprietary model strategies under the Founders Gate Capital brand.

Young Palmer is a financial advisor with Primerica Advisors based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has approximately four years of industry experience, including roles at PFS Investments Inc. and Alignerr. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate clients, and charitable organizations. The firm delivers advisory services through a large network of advisors using model-based investment strategies developed by external asset managers.

Adalberto Santos is a financial advisor at J.P. Morgan Securities with credentials including Series 66 and Series 63 licenses. He has one year of industry experience and has previously worked at Charles Schwab & Co. and JPMorgan Chase Bank, N.A. Outside of his advisory roles, his background includes varied work experience at organizations such as Daddy Shack and Rincon Del Bosque Padel Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that offers written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework within eligible strategies.

Grace O’bannon is a financial advisor with LPL Financial in New Braunfels, TX, holding a Series 66 designation and beginning her advisory career in 2026. She has previous experience at 4Life Wealth Advisors and LPL Financial, along with roles in education at Texas A&M University and other institutions. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

James Love is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Northwestern Mutual in various roles from 2013 to 2024. His other business activities include involvement with Shoreside Wealth Management, an entity related to his LPL business. 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, model portfolios, third-party asset management, and institutional platforms.

Jackson Gardner is a Series 66 licensed advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined in 2025. Prior to this, he worked at Ameriprise Financial Services and Centennial Bank. 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 is supported by centralized due diligence and incorporates a range of eligible strategies with an ESG framework.

Serina Kornegay is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Charles Schwab & Co. Inc. before joining J.P. Morgan. Her background also includes roles outside finance, such as work in education and the restaurant industry. 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 focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence and research process.

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 three years of industry experience. He holds a Series 66 designation and previously worked at Swbc Investment Services, LLC, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

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 with J.P. Morgan Securities in San Antonio, TX. He holds a Series 66 designation and has nine years of industry experience, including nine years at Morgan Stanley prior to joining J.P. Morgan in 2025. 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 emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Paul Barton is a financial advisor with Edward Jones in Spring Branch, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for 18 years at Novartis Pharmaceuticals Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets nationwide.

Manuella Shomba is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her prior work includes multiple roles at J.P. Morgan Securities LLC and positions at Rose-Hulman Institute of Technology. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team, offering a broad range of strategies including ESG considerations.

Stephen Murphy is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2012, with prior experience at Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to various registered investment companies and utilizes systematic methodologies and AI tools in portfolio management.

Matthew Kim is a financial advisor at J.P. Morgan Securities in San Antonio, TX, with 18 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior roles include positions at USAA, Peyton Resource Group, Chase Wealth Management, and LPL Financial. Outside of his financial career, he is a bassist and vocalist in an 80's New Wave cover band called V3rtigo. 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 program focuses on written asset allocation advice, manager and fund searches, and customized performance reporting, combining quantitative screening and qualitative research within a non-discretionary framework.

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 Series 65 licenses and four years of industry experience. His prior work history includes positions at Frost and Wells Fargo Bank. He also operates Jaco Strategies LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.