Connor Anderson is a financial advisor with Stratos Wealth Partners, Ltd and holds the Series 66 designation. He has two years of industry experience, including prior work at Edward Jones. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with 379 advisors managing approximately $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

Kay Barcus is a CFP® professional with 35 years of industry experience, currently serving clients at Oppenheimer since 2009. Prior to Oppenheimer, Kay worked at Citigroup Global Markets and Merrill, accumulating a combined 17 years at those firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs with both discretionary and non-discretionary management, utilizing strategic asset allocation, manager selection, and regular portfolio reviews.

Ian Bradley is a Series 66-licensed financial advisor with Foundations Investment Advisors LLC in New Braunfels, TX, with three years of industry experience. His prior roles include positions at Texas Financial Advisory, Edward Jones, Colorado Technical University, and USAA. Outside of advising, he works as an independent insurance sales agent, offering insurance and annuity solutions to retail clients. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of representatives. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach in its investment management.

Jennifer Larsen is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. Her prior experience includes roles at Wohlstand Wealth Strategies, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Co. In addition to her advisory work, Larsen is a consultant in tax mitigation and management and owns a business managing bookkeeping for insurance commissions. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, retirement plan consulting, and advisory programs. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

David Balk is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including a decade at Citigroup Global Markets and over a decade with various Steward Partners entities. Outside of his advisory roles, he is a partner in a real estate business in Eugene, Oregon, serving as a communication liaison between partners and management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, retirement plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Dustin Mundorf is a financial advisor with Brookstone Capital Management LLC in New Braunfels, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has operated Dustin Mundorf, Inc. since 2008 and has worked as an independent insurance agent since 2002. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Jessica Walker is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with New York Life Insurance Company and its affiliated firms. Outside of her advisory role, she serves as vice chair of the New Braunfels Women’s Business Alliance and treasurer of the Brauntex Theater Board of Directors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services along with a range of third-party asset manager arrangements.

Ricky Gonzales is a financial advisor with Eagle Strategies (NY Life) in New Braunfels, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he works as a hunting guide, assisting clients with tracking and harvesting game. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Anne Buck is a financial advisor at Kestra Advisory with 35 years of industry experience. She holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Kestra Advisory, she spent a decade with Securities America Advisors, Inc. Buck is involved in several business activities outside her advisory role, including serving as managing member of a legal services LLC and participating in real estate and cattle leasing ventures. Kestra Advisory provides investment advisory and retirement plan consulting services to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice supported by due diligence, serving a range of clients from individuals to sovereign wealth funds.

Mario Barrera is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. His career includes roles at Foundations Investment Advisors since 2024, Queen B Advisors from 2022 to 2024, and a 20-year tenure at United Services Automobile Association. Outside of advisory work, he is involved in MAGELLAN INSURANCE, where he offers insurance and annuity solutions to retail clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to manage investments.

Arturo Torres is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 22 years of industry experience. His prior work includes roles at Titleist Asset Management and USAA-affiliated firms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by strategic asset allocation and research from Schwab Center for Financial Research.

Cody Rickaway is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previous experience at Cambridge Investment Research Advisors and Thrivent Financial for Lutherans. Rickaway is involved with Integrated Wealth Management LLC, where he engages in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kristen Christensen is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Ameriprise and Investment Professionals, Inc. In addition to her advisory work, she is involved with Outdoor Lifestyle Strategies and Springs Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a varied client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, supporting implementation through advisory programs and other providers.

Kevin Wartsbaugh is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of advisory work, he owns and manages a property and ranch in Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arturo Andrews Jr. is a registered financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2011. He holds the Series 63 and Series 66 designations. 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 performance reporting through a rigorous process that incorporates quantitative modeling and ESG criteria.

Trevor Myres is a financial advisor with Cetera holding the PFS™ and Series 66 designations and three years of industry experience. His background includes roles at Avantax Advisory Services and various business and accounting ventures, including serving as president of Myres CPA PLLC, a firm providing accounting, tax, and financial planning services. He is also involved in business advisory and real estate-related administrative activities through several LLCs. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities, and manages over $256 billion in assets.

Stanley Cunningham is a financial advisor with Edward Jones in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 43 years of industry experience. He has been with Edward Jones since 1982. Cunningham is involved with a charitable organization in New Braunfels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Gregory Anderson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jay Rogers is a financial advisor with Primerica Advisors in Bulverde, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and is also involved as the owner of Yerecoin, LLC, which sells memberships for the New Braunfels Chamber of Commerce, where he is active in membership sales. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Sheila Pringle Perez is a financial advisor with Edward Jones in Canyon Lake, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved in managing commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.