Roger Eth is a financial advisor with TLG Advisors, Inc. in Fair Oaks Ranch, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and Intercontinental Wealth Advisors, LLC. He is also involved in business development as an insurance agent with multiple entities, including Global Succession Planning, LLC and IPA Strategies. TLG Advisors serves a diverse client base, providing investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services for ERISA-qualified retirement plans. The firm’s investment process emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to create diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

Christopher Novak is a Series 66-licensed financial advisor with Commonwealth Financial Network, where he has worked since 2006. He has 28 years of industry experience. Novak is also involved in fixed insurance sales as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad advisor-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Wyatt Schrepfer is a financial advisor with Prime Capital Financial, holding a Series 65 designation and eight years of industry experience. He has been with Prime Capital Investment Advisors, LLC since 2016 and was previously involved with Schrepfer Industries. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a variety of services including asset management, financial planning, and family office offerings. The firm employs a combination of core/satellite, thematic, and tactical investment strategies and provides integrated tax and financial administration services.

Edward Tawney is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2010. Outside of his financial services practice, he is involved in a family business that sells t-shirts and craft items online. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice primarily through the SIGMA Managed Account program and other account platforms.

Trevor Bergin is a financial advisor with J.W. Cole Advisors, Inc. in Boerne, Texas, holding a Series 65 license and two years of industry experience. Prior to joining J.W. Cole Advisors, he worked for over a decade at Ken Batchelor Cadillac. Outside of his advisory role, Bergin is involved in life insurance and annuity sales through his position as President and Agent at Bergin Financial Group, Inc. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, and access to various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Lance Singletary is a financial advisor with Valic Financial Advisors, holding the CFP® and ChFC® designations, along with Series 65 and Series 63 licenses. He has 22 years of industry experience, including 11 years at USAA Financial Planning Services and nine years with Valic Financial Advisors. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts with Envestnet’s platform and offers tax-aware and ESG overlay services.

Taylor Knopf is a CFP®-credentialed financial advisor with Prime Capital Financial, bringing 10 years of industry experience. He has held roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Knopf serves on the advisory board of the Hill Country Pregnancy Care Center and owns a group health insurance business along with other non-investment-related ventures. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs diversified investment strategies and provides consolidated reporting and tax services through affiliated subsidiaries.

Ryan Vogl is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at Horizon Advisors, LLC from 2014 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Logan Ford is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at NYLIFE Securities and New York Life Insurance Company. Outside of finance, he has experience with businesses in moving and junk removal services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, supporting a broad range of investment and brokerage services.

Brian Thedford is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab and Co., Inc., Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that focus on asset allocation, contribution guidance, and retirement planning. The firm uses proprietary technology from Morningstar Investment Management to tailor portfolio construction and provides services primarily on a non-discretionary basis.

Jenifer Yi is a financial advisor with Eagle Strategies (NY Life) in Boerne, TX, holding the ChFC® designation and a Series 63 license. She has 10 years of industry experience, including roles at Eagle Strategies LLC and New York Life Insurance Co. since 2016. Yi serves as a board member of All Nations Church, participating in decision-making for church plans and activities. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, working extensively with individual investors, institutional sponsors, and plan fiduciaries.

Keith Morales is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has held roles at Charles Schwab and its affiliated entities since 2020 and previously worked at USAA Investment Management Company and USAA Financial Planning Services for over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance. The firm executes trades only with client authorization and primarily recommends separately managed accounts.

Paul Carr is a financial advisor with SPC in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Sigma Financial Corporation since 2008 and previously spent 23 years at Pohl & Associates. Outside of his advisory role, he owns Carr Financial and operates an insurance sales business. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network with tailored, discretionary advice and maintains notable affiliations with broker-dealers and insurance agencies.

Kirk Bergin is a financial advisor with J.W. Cole Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and has operated Bergin Wealth Management LLC since 2010. Bergin also owns Bergin Investment Management, LLC and serves as CEO and agent of Bergin Financial Group, Inc., which focuses on life insurance, fixed annuity, and long-term care insurance sales. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, with investment decisions implemented on a discretionary or non-discretionary basis.

Richard Barkley is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 and Series 63 credentials and has worked in various roles, including at Prime Capital Investment Advisors, LLC since 2018. Outside of advising, Barkley serves as president of Benchmark Business Consulting, a firm that prepares business valuations. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm employs a mix of investment strategies and provides tax advisory services through an affiliated accounting subsidiary.

David Zuniga is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2025, following several years at Charles Schwab & Co., Inc. and USAA-affiliated firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes asset allocation and investment selection based on Schwab’s proprietary models and internal research, with advice tailored to individual client goals and risk tolerance.

Pamela Wise is a Series 66-credentialed financial advisor with 18 years of industry experience. She is currently with Guardian Life and has prior experience at Park Avenue Securities, Farmers Financial Solution, and Ameriprise. Outside of finance, she owns a baked goods and pre-made meals business called Pam's Saucy Spoon. Guardian Life, through its wholly owned subsidiary Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships with access to proprietary wrap programs, model-based strategies, and integrated lending options.

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.

Richard Gleason is a financial advisor at Prime Capital Financial with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Private Client Services. Outside of his advisory role, Gleason is a principal and one-third owner of Forge Business Brokerage Co. and serves as a board member of The 100 Club of Kendall County. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical strategies and provides tax planning and consolidated reporting through affiliated subsidiaries.

Omar Lozano is a financial advisor with PNC Wealth Management in Boerne, TX, holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include significant tenures at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, INC., and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy managed by PNC and third-party strategists that relies on algorithmic risk assessment and executes investments via mutual funds and ETFs with annual rebalancing.