Dana Rovira is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Ameriprise in New Braunfels, TX since 2020. Prior to Ameriprise, she worked at Investment Professionals, Inc. for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Richard Smith Jr. is a financial advisor with LPL Financial in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience, including over 31 years with LPL Financial and over 47 years with Connecticut General Life Insurance Company. Outside of his advisory work, he is a partner and investor in a home-based windows and sidings sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Joseph Pyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and consulting services that are typically non-discretionary, supported by a range of portfolio management styles and affiliated research.

Toni Ann Dorsey is a financial advisor at LPL Financial with eight years of industry experience and holds a Series 66 designation. Her prior work includes roles at PenFed Credit Union, Navy Federal Financial Group, Bank of America, Merrill, and First Command Financial Planning, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by a range of model portfolios and research.

Alan Chase is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 63 designation and 41 years of industry experience. He previously worked for Commonwealth Financial Network for 26 years before joining Raymond James in 2025. Outside of his advisory role, he serves as president of Ingenuity Financial Services, Inc., a company providing financial advice and services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and specialized services.

Kenneth Wolber is a financial advisor with Raymond James Financial Services Advisors, Inc. in Seguin, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at USAA for nine years before joining Raymond James in 2020. Wolber is also the sole owner and president of Kenneth Wolber & Company, Inc., an S Corporation that handles his payroll, accounting, and tax record-keeping. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pensions, corporations, and institutional clients. The firm uses analytical tools and modeling to tailor non-discretionary planning and consulting to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ellen Paschal is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2018. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2016 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide team and a range of portfolio management styles and affiliated research resources.

Leonardo Rivera is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at firms including Equitable Advisors and has operated small businesses providing notary services and power washing in San Antonio, TX. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of mandates including model portfolios, fund advisory, and discretionary management.

Braden Blackwelder is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining Raymond James in 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and public entities, offering tailored financial planning and consulting with a range of portfolio management styles and affiliated research support.

Drenzo Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC and Victory Capital Advisers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Hector Chavez is a Financial Advisor with Merrill Lynch Wealth Management. Based in San Antonio, Texas, he brings nearly eight years of experience within the firm, progressing from a teller position to his current advisory role. Chavez works with a diverse client base, including business owners, homebuyers, first-time investors, and professionals across various industries. His areas of focus include college education planning, LGBT wealth planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Hector earned an Accredited Certificate from South San Antonio High School. Outside of his professional responsibilities, Chavez enjoys cooking, music, photography, reading, spending time with his family, traveling, and watching movies. He is bilingual in English and Spanish and emphasizes a client-centered approach, aiming to understand what matters most to each family to help create strategies that pursue their financial goals.

Damian Rico is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at USAA for six years and Nationwide Insurance for five years. He holds Series 66 and Series 63 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Keith Connolly is a Senior Financial Advisor with Merrill Lynch Wealth Management based in San Antonio, Texas. He has been serving clients since 1997, focusing on helping families and small businesses manage their increasingly complex financial lives. His client focus areas include corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Mr. Connolly holds a Bachelor's degree from the University of Connecticut, where he was part of a nationally ranked rugby team. Before joining the financial services industry, he worked in the newspaper sector with a subsidiary of Dow Jones. He holds the Personal Investment Advisor (PIA) designation and is involved in professional and community organizations, including past board memberships with the San Antonio Gaelic Football Club and San Antonio Rugby Club. His community involvement includes volunteering with organizations focused on hunger and support for service members, such as DOGS (Dads of Great Students), Headwaters Sanctuary, San Antonio Rodeo Wounded Service Member Project, and Wishes For Our Heroes. He has also served as a coach for youth sports teams.

Linda Hernandez is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Her professional experience includes positions as an Investment Representative at Cuellar & Associates, LLC, and JP Morgan Chase, as well as roles in investment sales and service at Victory Capital and data analytics at JP Morgan Chase. Linda's expertise spans financial consulting, planning, investment representation, and data analytics. She is dedicated to simplifying the financial planning process for clients by guiding them through each step and addressing their concerns. She values building long-term relationships with clients to help them develop and implement financial plans aligned with their financial goals. Outside of her professional work, Linda has interests in fitness, military service, and running.

Yazmin Flores is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and BBVA prior to her current role. 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 its Wealth Advisors. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Christopher Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Pontem LLC, Llah LLC, various insurance carriers with W&R Insurance Agencies, and Waddell & Reed, Inc. He has an active involvement in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Paveglio is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Brisa Gonzales is a CFP®-designated financial advisor with Raymond James Financial, based in San Antonio, TX, and has three years of industry experience. Her prior roles include work at Beneficent Financial and Momentum Independent Network Inc. Outside of her advisory work, she is involved with Beneficent Financial in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ernest Mendoza is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Raymond James since 2006 and also leads Richard Mendoza Wealth Services, where he serves as CEO. Outside of his advisory role, he manages a business providing office support services including equipment and telecommunications. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Oscar Elizalde III is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at American Income Life and held various roles in education and other sectors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.