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 CFP® and ChFC® with 22 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2017 and previously worked at Humana Inc. in 2016. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with a focus on centralized technology and model solutions.

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.

Paul Carr is a financial advisor with SPC in Boerne, TX, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Sigma Financial Corporation since 2008 and spent 23 years at Pohl & Associates prior to that. Outside of advising, he owns Carr Financial and has experience in insurance sales. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors, delivering tailored and discretionary investment advice primarily through the SIGMA Managed Account and other programs, with custody and execution services provided through Fidelity/NFS.

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 Series 66 and Series 63 licenses and has been with Prime Capital Investment Advisors since 2018. Barkley also serves as president of Benchmark Business Consulting, where he prepares business valuations. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and provides integrated tax and family office services through affiliated subsidiaries.

David Zuniga is a CFP® professional with 27 years of experience in financial advisory. He is currently with Schwab Wealth Advisory and has held prior roles at Charles Schwab and USAA in various financial planning and investment services positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations, with clients retaining final trading decisions.

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.

Michelle Easton is a financial advisor with Schwab Wealth Advisory, holding the CFP® and ChFC® designations and over 26 years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and has prior experience with Charles Schwab and USAA Financial Advisors. Outside of financial advising, she is a co-owner of a real estate holding company with her husband. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual reviews and investment recommendations based on proprietary research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for advisory services.

Jacquelyn Baker is a financial advisor with LPL Financial in Boerne, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, H. Beck, Inc., and Berkshire Equity Sales, Inc. Outside of her advisory role, she is involved in insurance-related business activities through several entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources along with discretionary and non-discretionary management options.

Edward Tencza is a financial advisor with Fidelity Investments and holds Series 66 and Series 63 licenses. He has 22 years of industry experience, including prior roles at Aspect Wealth Management, XZA Works, and Odyssey Engines. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities such as commodity pool operation and advisory roles to multiple registered funds.

Marco Rodriguez is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Frost Brokerage Services, Frost Investment Services, and Frost Bank. Outside of his advisory role, he is co-owner and landlord of a rental property in San Antonio, Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers non-discretionary financial planning and consulting services supported by a range of portfolio management styles and affiliated research.