Richard Sollenberger is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and the Northeast Independent School District. 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 investment strategies.

Virgil Rosser IV is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is centered on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Baugh is a financial advisor at Cetera with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he worked at Securian Financial Services, Inc. and Minnesota Life for 28 years, and was associated with Planto Roe & Associates for 24 years. Outside of his advisory role, he serves on the advisory board of Oak Hills Country Club in San Antonio, where he participates in discussions related to the club’s financial policies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or bespoke strategies across various program structures.

Kevin Wartsbaugh is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of advisory work, he owns and manages a property and ranch in Texas. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dana Palasota Jones is a CFP® professional with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at WELLS FARGO Advisors, LLC from 2013 to 2016. She holds the Series 66 license and is based in San Antonio, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brandon Du Bose is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at BWI Companies, Inc. for eight years. He is based in San Antonio, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Katie Lange is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and six years of industry experience. She has worked with Wells Fargo Clearing from 2018 to 2025 and has prior experience at Sage Enviro Tech and Qiigo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

Michael Conti is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in selling life, long-term care, and disability insurance through his business, Trinity Financial Group. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management supported by proprietary and third-party research, alongside a range of non-advisory financial products and services.

Christian Pliego is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates a beekeeping and honey business called Adeline's Bees, which includes managing beehives and selling honey at local farmer’s markets. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Ian Bundy Gray is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he spent nine years at GM Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Garrett Hargis is an Investment Consultant at Fidelity Investments, where he partners with clients to establish their financial goals and create personalized investment strategies aimed at long-term success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity, Garrett has developed expertise in client relationship management and investment solutions. His experience spans multiple facets of financial services, enabling him to support clients effectively in achieving their financial objectives. Outside of his professional work, Garrett has interests in baseball, football, golf, music, and skiing.

Jonathon Harrison is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Fidelity Investments and DWS Distributors. Prior to his financial career, he worked in the restaurant industry. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Joseph Gonzales is a financial advisor at Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Wells Fargo in various capacities since 2015. Outside of his financial advisory role, he is involved in wedding and event planning logistics in Albuquerque, NM. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Molly Barloco is a Series 66-licensed financial advisor at J.P. Morgan Securities with 14 years of industry experience. Her work history includes roles at Morgan Stanley and Frost Brokerage Services, and she has also operated a photography business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Timothy Davies Jr. is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Edward Jones since 2013. Based in San Antonio, TX, he holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Michael Bertuzzi is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the La Cantera office in San Antonio. He has been with Merrill since 1990, bringing 30 years of experience in the financial services industry. Michael specializes in corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He works with corporate executives to integrate their benefits into comprehensive long-term financial strategies. His client services also cover college education planning, family wealth management, retirement income, portfolio management, and investment consulting for defined contribution plans, among other areas. Michael holds a Bachelor's Degree in Finance from Oklahoma State University and a Master's in Business Administration from Oklahoma City University. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Raised in Bartlesville, Oklahoma, Michael has resided in Boerne, Texas, for the past ten years and has been married for over 40 years with two children. Outside of his professional work, Michael is the founder and past president of Tour de Boerne Inc., a volunteer-run cycling event held annually in June, with all proceeds supporting Hill Country charities. His personal interests include biking, gardening, hunting, traveling, and spending time with his family.

Kevin Boriack is a CFP® with 35 years of industry experience, currently serving at Charles Schwab in San Antonio, TX. He has worked at Charles Schwab and its affiliated Charles Schwab Bank, SSB since 1990 and 2005, respectively. Outside of his advisory role, he has access to a vacation rental membership at Vidanta. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal process for alternative investments.

Richard Smith Jr. is a financial advisor with LPL Financial in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience, including over 31 years with LPL Financial and over 47 years with Connecticut General Life Insurance Company. Outside of his advisory work, he is a partner and investor in a home-based windows and sidings sales business. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Toni Ann Dorsey is a financial advisor at LPL Financial with eight years of industry experience and holds a Series 66 designation. Her prior work includes roles at PenFed Credit Union, Navy Federal Financial Group, Bank of America, Merrill, and First Command Financial Planning, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by a range of model portfolios and research.

Rebecca Sierra is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she has worked as an Uber driver in San Antonio, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.