Brenda Rocchio is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Allstate Financial Advisors, and Investment Professionals Inc. She currently operates Genesis Wealth Management as a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Raul Sandoval is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Pensionmark Financial Group and JPMorgan Chase Bank, N.A. He is based in San Antonio, TX. 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. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Nancy Murphy is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Woodrow Knight III is a financial advisor with LPL Financial based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at National Planning Corporation, Next Financial Group, Inc., and Cetera Advisors LLC. Knight is also an owner and insurance agent involved in non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Joselyn Garcia is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior roles at River City Federal Credit Union, Laredo Federal Credit Union, BBVA, and other companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers a range of investment products and strategies through a structured non-discretionary approach.

Scott Gibson is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Krista Hall is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 40 years of industry experience. Her prior roles include 21 years at Stifel Independent Advisors and five years at Morgan Keegan & Company. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party program sponsors to deliver its services.

Tyler Scholten is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors and Cob & Pen. 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 through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm integrates institutional advisory with brokerage, distribution, and investment management capabilities.

Katie Blevins is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Equitable Advisors, she worked at Uber and Lyft for four years each. She serves as a volunteer board member for the Wimberley Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through Investment Adviser Representatives using various third-party advisory models and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Jill Montgomery is a financial advisor at Edward Jones with one year of industry experience. She previously worked at USAA for 13 years. Outside of her advisory role, she is a manager of EJH Construction Services, LLC, a construction business in Spring Branch, TX, where she assists with administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Martha Gonzalez is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Raul Barcenes 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. He has worked with multiple firms including AIS Asset Management and Equitable Advisors. Outside of finance, he provides tutoring services to help individuals pass various certification exams and works as a music consultant through his own business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized manager due diligence. Their approach includes an ESG eligibility framework and access to a broad range of investment products.

Dylan Cobb is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. He has previously worked at New York Life and American Income Life and has been involved with Superlative Formulas since 2019 as well as Darin Cobb Construction for ten years. 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.

Edgar Paul 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. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities 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 through a select group of Wealth Advisors, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Morgan Hammer is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Hammer worked at PAM Health and Insight Global among other firms. Outside of financial advising, Hammer serves as a County Commissioner for Hays County, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network as well as additional affiliated capabilities beyond advisory services.

Richard Rose II is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and has an extensive background at USAA and its affiliated companies, where he worked for over 18 years. Rose also has involvement with Genesis Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Jason Peet is a financial advisor with LPL Financial in San Antonio, TX. He holds Series 63 and Series 65 certifications and has two years of industry experience. Prior to joining LPL Financial, he worked at J.P. Morgan Securities and Equitable Advisors, among other roles. Outside of advisory work, he has worked as a rideshare driver for Uber. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Craig Matson is a financial advisor with Blue Dock Capital LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked as a trader since 1989. Blue Dock Capital LLC is an independent firm with a single advisor.