Daniel Deviney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera since 2025 and previously spent 18 years with Avantax Investment Services and related entities. Deviney is active in his community as a member of the Bulverde Lions Club and the Bulverde/Spring Branch Area Chamber of Commerce, and he provides business and management consulting through Deviney Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services and access to various third-party money managers.

Amy Calderon is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she is a commissioned notary for the state of Texas and has involvement with Trinity Financial Group and non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms with an emphasis on both discretionary and non-discretionary strategies.

Dallas Peeples is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Victory Capital, Equitable Advisors, and in various roles outside the financial industry. 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 within a non-discretionary program. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Elizabeth Valenti is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with OSAIC Wealth Inc and has previously worked at Royal Alliance Associates, Signator Investors, and Michigan Financial Companies/John Hancock. Valenti serves as a board member of the Financial Planning Association of San Antonio & South Texas. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization with a range of managed and third-party investment programs.

Abigail Williams is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Her work history includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as earlier positions outside the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s scale and integrated structure provide centralized supervisory, custody, and order-routing functions to its large client base.

John White is a Series 66 licensed financial advisor with 15 years of industry experience. He has worked at Ameriprise since 2022 and previously held positions at J.P. Morgan Securities, JP Morgan Chase Bank, N.A., and Edward Jones. Outside of his advisory role, he manages a separate advisory business, Sont1314LLC, in San Antonio, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that includes tailored recommendation reports and ongoing planning focused on income reliability and tax-aware withdrawal strategies.

Elena Frieberg is a Series 66 licensed financial advisor with LPL Financial in San Antonio, TX, and has two years of industry experience. Prior to joining LPL Financial, she held roles in various service and healthcare positions, including working with Dr. Brent Gillespie DPM. She is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Justin Hanna is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Equitable Advisors since 2007, continuing from his time with Axa Advisors, LLC where he worked until 2020. Based in San Antonio, TX, he holds the Series 66 designation. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Rachel Romanack is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has previously worked at Cambridge Investment Research Inc. and Harris Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG eligibility and broader derivatives capabilities.

Adam Gonzales Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 23 years of industry experience. He has worked at JPMorgan Securities LLC since 2017 and previously held roles at Investment Professionals, Inc., Citicorp Investment Services, and A. G. Edwards & Sons, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG considerations and broader derivatives and commodities capabilities.

James Anderson is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Edward Jones in San Antonio, TX since 2002. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors.

Cynthia Michael is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several wealth management firms, including Belpointe Asset Management and Bank of San Antonio Wealth Advisors. Outside of advising, she serves as an authorized signor on her husband’s gutter business accounts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm uses proprietary research and tools to develop customized recommendations, with implementation options available through brokerage or advisory programs.

James Tanberg is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Jonathan Thrall is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Edward Jones since 2008, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to that. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Gene Harrison is a CFP®, CFA®, and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Wells Fargo Bank since 2010 and has been with Wells Fargo Clearing Services since 2021. He is based in San Antonio, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and fiduciary responsibility.

Vikram Sagar is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 credential. He has one year of industry experience and has worked in various roles including at JPMorgan Chase Bank, Doordash, and as an independent investment consultant. 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 combines quantitative screens and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Leah Stone is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Her prior work includes positions at BrainStorm, Inc. and periods of unemployment. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Mcanelly is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 designation and has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services, and previously at Investment Professionals, Inc. Mcanelly serves on the board of directors for Junior Achievement of South Texas. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to generate personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffery Okafor is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. He began his career in the financial industry in 2026 after prior experience in healthcare and education roles. 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’s advisory process combines quantitative and qualitative research and may include ESG considerations in its recommendations.

Kelly Finley is a Series 66-licensed financial advisor with Edward Jones, based in Shavano Park, TX, and has six years of industry experience. Prior to joining Edward Jones in 2019, Finley worked in senior living and automotive industries. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.