Adam Rhoades is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies with approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and branch offices, providing both discretionary and non-discretionary solutions alongside affiliated mutual funds and overlay tax-efficient services.

Bradley Burton is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Edward Jones, Pruco Securities LLC, and Prudential Insurance Company of America. Outside of his advisory work, he is a pastor and part owner of a party rental and general contracting business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations.

James Vera is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at USAA Investment Services Company, Fidelity Investments, Citigroup, Victory Capital, JPMorgan Securities, and USAA Financial Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to deliver tailored recommendations.

Divine Onyia is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Charles Schwab from 2022 to 2026. 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 supported by centralized due diligence and a manager solutions team.

Hector Torres is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is involved with MTSA Property LLC, a real estate investment and management business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based strategies to tailor financial plans aligned with clients’ goals and risk profiles.

Michael Gleason is a financial advisor with OSAIC in San Antonio, TX, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. He has worked at several firms, including Royal Alliance Associates, INC., The Milestone Group, Inc., and Weaver Wealth Management. He is also involved in the sales and marketing of fixed annuities and securities through Platinum Wealth Solutions of Texas, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by advanced analytical tools.

Benjamin Beecher is a CFP® with 25 years of industry experience, currently serving at LPL Financial in San Antonio, TX. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and USAA Financial Planning Services. Outside of his advisory work, he owns a small beekeeping business, Harper Texas Honey. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by technology tools.

Laura Chambers is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked at Merrill since 2007 and concurrently at Bank of America, N.A. since 2014. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Frank Arnold is a financial advisor at OSAIC based in San Antonio, TX, holding the PFS™ designation along with Series 63 and 65 licenses. He has 29 years of industry experience with prior roles at Royal Alliance Associates, Signator Inv Inc, and Weaver Wealth Management. Outside of his advisory duties, he assists with client contact and financial planning support at Platinum Wealth Solutions. OSAIC serves a diverse range of clients including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with options for discretionary management, third-party managers, and proprietary models, supported by a complex affiliate network and multiple custodial arrangements.

Julia Hamon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 1995. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a wide range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Marchiori is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work history includes positions at Swbc Investment Services, Advisors Asset Management, Inc., Banc of America Investment Services, Inc., and Chase Investment Services Corp. 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 financial planning and investment solutions, including third-party asset management and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 advisors.

Lauren Alexandra Hrynyshyn is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2022, she worked in dental care settings and currently serves as part-time faculty at UT Health School of Dentistry, teaching professional development to dental students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Alejandro Alvarez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience at JPMorgan Chase Bank, N.A., Solvanta Ventures LLC, and H-E-B. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Trent Hiner is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Arkansas Financial Group, Crews and Associates, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and may incorporate ESG criteria, with implementation supported by J.P. Morgan affiliates.

James Bishop is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.

Francisco Elizondo is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 credentials and having 16 years of industry experience. His prior roles include positions at Citigroup Global Markets, SWBC Investment Services, and Scottrade, among others. 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

Mo Rhadbane is a Planning Consultant at Fidelity Investments, where he currently works with clients to develop and implement comprehensive financial plans. He emphasizes the importance of understanding each client's unique financial and personal goals to build strong, trust-based relationships. Mo has extensive experience in the financial services industry, having worked in various consultant roles. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2022 to 2024 and at Charles Schwab from 2017 to 2022. His career with Fidelity Investments began in 2001, where he held roles including Investment Consultant and Financial Representative. Throughout his career, Mo has focused on helping clients articulate their goals and navigate evolving financial needs through collaborative planning processes.

Doris Heller is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds the Series 63 designation. Based in San Antonio, TX, she has spent over six years in her current role at Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, integrating algorithmic automation with advisor review.

Billie Garza is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She has held positions at Wells Fargo Clearing and Hilltop Securities during her career. Garza holds Series 63 and Series 65 licenses and is based in San Antonio, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored planning solutions using proprietary research and tools, covering areas such as retirement, education, risk management, and specialized planning for business transitions and other needs.

Nathan Folmar is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Texas A&M University Corpus Christi and community involvement with FUMC Boerne. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services with a broad range of planning options tailored to client needs.