Kay Barcus is a CFP®-certified financial advisor with 35 years of industry experience. She has been with Oppenheimer since 2009. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory services such as portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation, manager selection, and rebalancing.

Morgan Taylor is a Series 65-licensed financial advisor with Mariner in Plano, TX, with four years of industry experience. Prior to joining Mariner, Taylor spent time at Texas A&M University. Mariner serves a diverse client base including individuals, pensions, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs customized portfolios managed by an Investment Committee and combines in-house research with third-party managers across a range of asset classes and strategies.

David Balk is a financial advisor at Steward Partners Investment Advisory, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Steward Partners entities since 2009. Outside of his advisory role, he is a partner in a real estate business in Eugene, Oregon, where he acts as communication liaison between partners and the management firm. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through discretionary and non-discretionary portfolio management and third-party manager selection.

Arturo Torres is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 22 years of industry experience. His prior work includes roles at Titleist Asset Management and USAA-affiliated firms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by strategic asset allocation and research from Schwab Center for Financial Research.

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.

Arturo Andrews Jr. is a registered financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2011. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through a rigorous process that incorporates quantitative modeling and ESG criteria.

Trevor Myres is a financial advisor with Cetera holding the PFS™ and Series 66 designations and three years of industry experience. His background includes roles at Avantax Advisory Services and various business and accounting ventures, including serving as president of Myres CPA PLLC, a firm providing accounting, tax, and financial planning services. He is also involved in business advisory and real estate-related administrative activities through several LLCs. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities, and manages over $256 billion in assets.

Mark Stawarz is a CFP® with 28 years of industry experience, currently serving at LPL Financial since 2017. He is based in Fair Oaks Ranch, TX. His professional background includes a three-year period outside of the industry before joining LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives.

Kristian Rivas is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. He has been with J.P. Morgan Securities since 2022 and has prior experience at JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver customized advice on a non-discretionary basis.

Gregory Anderson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jay Rogers is a financial advisor with Primerica Advisors in Bulverde, TX, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and is also the owner of Yerecoin, LLC, a business involved in sales unrelated to investments. Additionally, Rogers is active with the Greater New Braunfels Chamber of Commerce in membership sales. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-delivery strategies managed by unaffiliated asset managers, offering a range of investment approaches while operating primarily in the individual investor market.

Sheila Pringle Perez is a financial advisor with Edward Jones in Canyon Lake, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved in managing commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Zane Platt is a financial advisor with Equitable Advisors in Canyon Lake, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Neal Guthrie Companies and Tarleton State University. Outside of his advisory work, he is a partner at Last Light Taxidermy and Game Processing LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through various sponsored platforms and endorsed programs.

Robert Bachle is a financial advisor with Charles Schwab in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at USAA Financial Advisors, USAA Financial Planning Services, and USAA Investment Management Company before joining Charles Schwab and Charles Schwab Bank in 2020. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and comprehensive investment guidance.

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.

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.

Peggy Stavinoha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She also works as a fitness class instructor at Life Time Fitness, teaching one class per week. 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 team of Wealth Advisors.

Paul Barton is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and holds a Series 66 designation. Prior to his career in financial advising, he worked for Novartis Pharmaceuticals Corporation for 18 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, managing approximately $1.01 trillion in assets.

Stephen Murphy is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked at Fidelity and its affiliates since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and advisory services.

Clayton Buchanan is a financial advisor with Merrill in New Braunfels, TX, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2017 and is currently affiliated with Bank of America, N.A. since 2024. Prior to his advisory roles, he worked at Dallas Baptist University from 2013 to 2016. 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, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.