Clark Pantel is a CFP® with 12 years of industry experience, all with Edward Jones since 2014. He is based in New Braunfels, TX, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds under a fiduciary standard.

Johnathan Curnutt is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His work history includes roles at Edward Jones since 2023, along with prior experience outside the financial sector. 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 under management and provides a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Peggy Faulk is a financial advisor with Charles Schwab in New Braunfels, TX, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank, SSB since 2018. Faulk serves on the Board of Directors of Jones Partners, a nonprofit affiliated with Rice University's Jones School of Management. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and uses multi-asset model portfolios supported by its Schwab Center for Financial Research.

Benjamin Hickman is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and also serves in the Texas Army National Guard, where he has been active since 2003. 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 operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Brian Mattson is a financial advisor at Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Primerica Advisors, he has worked at Primerica Financial Services since 2024 and has been involved with South Texas Radiology Imaging Centers since 2008. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies primarily managed by third-party asset managers and offers advisory services through a large network of advisors.

James Butler is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Butler is involved in community activities, serving as president of the Diocese of El Paso School Board and as treasurer of the Catholic Education Growth Fund of Texas. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm combines proprietary research and planning tools with multiple compensation and referral channels across its network.

Eric Schneider is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses with six years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at USAA, Gold's Gym, and Target. 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. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes a framework for ESG eligibility.

Jacqueline Cantu is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Equitable Advisors for one year and spent over a decade employed by the Southside Independent School District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a manager solutions team.

Jorge Camero is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Victory Capital Management and USAA Financial Planning Services. He is based in New Braunfels, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Cedric Edwards Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 22 years and Stifel Independent Advisors for four years before joining LPL Financial. Edwards has a side business involved in investment-related activities through MC Edwards Investments LLC. 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, supporting advisors with various tools and strategies.

Danielle Lichtenberger is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Charles Schwab, where she has worked since 2020, and previously held roles at USAA Financial Advisors and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advice, supported by multi-asset model portfolios and a centralized operational structure.

Michael Jordan is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and other specialized services under a fiduciary standard.

Taylor Lipsit is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Lipsit has been with Primerica Advisors since 2023 and previously worked at Primerica Financial Services starting in 2021. Outside of finance, Lipsit has experience in the nutrition and wellness industry as well as in education. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm manages a wrap-fee asset management program that utilizes model-driven investment strategies and operates at scale with thousands of advisors and billions in assets under management.

Kassandra Gonzalez is a financial advisor with J.P. Morgan Securities in San Antonio, TX. She holds Series 63 and Series 65 licenses and has two years of experience at J.P. Morgan Securities, following eight years at JP Morgan Chase. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Angel Barra is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets, Victory Capital Management, and JPMorgan Chase Bank. Outside of his advisory role, he works as a rideshare driver for both Uber and Lyft. 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 blends quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

David Williams is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Fidelity Investments, as well as entrepreneurial ventures such as founding David Williams Health & Fitness and involvement with Fashionsensored.com. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

German Valladares Alvarenga is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior work history includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Deglace & Associates Financial Services, and Real Estate Problems Solvers LLC. He 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 within a non-discretionary program. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities relative to many institutional advisory programs.

Samuel Rylander is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services since 2005. Outside of finance, he is involved with the H.E. Butt Foundation and the Texas Outdoor Education Association. He also works as a driver for Uber and Lyft on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate clients, and charities. The firm utilizes model-delivery strategies and third-party discretionary portfolio management, supporting approximately 3,935 advisors and $15.5 billion in assets under management.

Keifer Guizard is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at firms including SoFi Securities LLC and JPMorgan Chase Bank, N.A. Prior to his financial career, he was involved in entrepreneurial work with Bullseye Pressure Washing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers a range of derivative and commodities capabilities not commonly found in similar advisory programs.

Adam Spencer is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he spent ten years working at Chester's Hamburgers. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.