Scott Miller is a Vice President and Financial Consultant currently working with Fidelity Investments since 2023. He has held leadership roles in the financial services industry, including serving as Vice President and Branch Manager at Charles Schwab from 2020 to 2023, and as Branch Manager at TD Ameritrade from 2013 to 2020. Prior to his management roles, he was a Senior Financial Consultant at TD Ameritrade from 2010 to 2013. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Scott focuses on partnering with clients and their families to pursue their unique financial goals. He is committed to helping clients attain their objectives through personalized financial planning and consultation.

Cristobal Aguirre 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 and has prior experience at Equitable and Aspect Wealth Management Group, LLC. Before entering finance, he worked in the hospitality sector with Marriott/JW Marriott and Chili's/Brinker. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kyle Langford is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to develop and implement sustainable financial plans aimed at providing confidence and security. He emphasizes building long-lasting relationships grounded in trust and dependability to support clients through important life events. Kyle has been with Fidelity Investments since 2020, progressing through several roles including Financial Representative, Planning Consultant, and Financial Consultant before his current position as Vice President. This experience has provided him with a comprehensive understanding of financial planning and client service within the firm.

David Levenhagen is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He is currently with Wells Fargo Advisors in San Antonio, Texas, and has previously worked at Bank of America, Merrill, and USAA. Outside of finance, he holds a 40% ownership in a self-service laundromat business in San Antonio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible options for implementation through brokerage or advisory programs.

Amanda Garcia is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Her background includes roles at Ameriprise since 2021, as well as experience at the University of Texas at Austin McCombs School of Business and H-E-B Pharmacy. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that integrates research, modeling, and tax-efficiency analysis to develop tailored recommendations.

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.

Rebecca Montes is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She previously served as a Financial Consultant I at Fidelity Investments from 2024 to 2025. Prior to joining Fidelity, Rebecca worked as a Portfolio Manager at WestStar Bank from 2023 to 2024 and as a Client Specialist at Edge Capital Group from 2017 to 2022. In her role, Rebecca helps clients create, implement, and adhere to financial plans designed to provide peace of mind. She focuses on building long-lasting relationships based on trust and aims to be a reliable advisor for clients at any stage of their life. Outside of her professional work, Rebecca's personal interests include fitness activities such as Pilates, running, and snowboarding, as well as spending time with pets and traveling.

Eleanor Donkor is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. She joined J.P. Morgan Securities in 2026 and has experience in various roles across financial services and business acquisitions since 2016. 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 investment manager searches through a structured, non-discretionary process that includes ESG considerations.

Brandon Webb is a financial advisor at Edward Jones in Boerne, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he held various roles in education, labor, and agricultural sectors, including positions at Boerne Independent School District and Azcona Harvesting. He is also involved with Cuervo Holdings, a business related to raw land, farm equipment, and olives in Greenfield, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard.

Barton Lindemann is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2017, with prior roles at The Champion Group and Capital Group. Outside of his advisory work, he assists with managing a guest house listed on Airbnb. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Carlos Cortez is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at USAA Investment Management Company for 24 years before joining Charles Schwab in 2018, with brief roles at Victory Capital Management and Victory Capital Services in 2021. Outside of his advisory activities, he owns and manages real estate properties. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 models with access to affiliated discretionary separately managed accounts and offers integrated custody, brokerage, and investment services.

Clarice Schmidt is a financial advisor with Thrivent Investment Management based in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial for Lutherans since 2009 and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a broad range of topics, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Kent Clark is a CFP® with 22 years of industry experience, currently serving at Fidelity Investments. His work history includes roles at Fidelity and Charles Schwab, with over eight years at FIDELITY Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds unique roles such as registration with the CFTC and advisory positions to multiple fund-of-funds.

Keith Conklin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2010, initially serving as a Wealth Management Banker before transitioning to an advisory role in 2015. Keith brings over 17 years of financial advisory experience, having worked extensively with retirees, pre-retirees, small business owners, physicians, attorneys, and business executives. Keith employs a Goals Based Wealth Management approach, focusing on creating customized financial plans that align with clients’ lifetime income objectives, wealth preservation, and wealth transfer goals. He emphasizes strategies that balance diversification with clients’ risk tolerance and uses professional money managers to develop income-producing portfolios for retirees. His expertise covers areas including retirement income, family wealth management, legacy planning, and portfolio management services. Keith earned a Bachelor’s degree from Union College in Schenectady, NY, and an MBA from The Freeman School of Business at Tulane University in New Orleans, LA. Born and raised in the New York City metropolitan area, he has lived in New Orleans and Dallas before settling in San Antonio. Beyond his professional work, Keith is active in community service, serving on the boards of charitable and political organizations. In his personal time, he enjoys traveling, cooking, football, gardening, music, reading, and spending time with his family.

Lauryn Donnelly is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Capital Group/American Funds and Centennial Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Claudia Lopez is a Series 66 credentialed financial advisor with Thrivent Investment Management in Boerne, TX. She has been with Thrivent and its related entities since 2018, including prior experience with the Church of God from 2013 to 2018. Her industry experience officially begins in 2026 with Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Tareq Abdalla is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elizabeth King is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lorelia Rodriguez is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2016. The firm manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations. Raymond James offers a range of financial planning and investment consulting services, utilizing multiple portfolio management styles supported by firm research and model managers.

Mark Carolin is a financial advisor with OSAIC in San Antonio, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Carolin is also the vice-president of Pinnacle Study Group Inc., an exclusive nonprofit educational group focused on financial planning discourse and idea exchange. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third‑party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary management options.