Peter Lewis is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been with MML Investors Services since 1987 and MassMutual Life Insurance Company since 1986. He also manages an individual life and health insurance business on the side. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved technology and structured, collaborative client engagements.

Dalon Wynia is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Merrill since 2009. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Yuhui Chang is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc and various insurance carriers. 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 offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jaxson Busch is a financial advisor at Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Primerica, his work history includes roles outside the financial sector, such as sales at Panda Express. Outside of advisory duties, he is involved in sales of non-investment home-related products and satellite TV services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jennifer Villarreal is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She previously worked at GWN Securities Inc. for nine years before joining Cambridge in 2024. Villarreal is also involved as an agent with Sequel Financial Group and serves as an advisory representative of an RIA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Kyle English is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Enterprise Holdings for 13 years. He also serves as Assistant Vice President and Director at Miralomas Municipal Utility District in Austin, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of financial advisors and branch offices.

Scott Miller is a Vice President and Financial Consultant currently working with Fidelity Investments since 2023. He has held leadership roles in the financial services industry, including serving as Vice President and Branch Manager at Charles Schwab from 2020 to 2023, and as Branch Manager at TD Ameritrade from 2013 to 2020. Prior to his management roles, he was a Senior Financial Consultant at TD Ameritrade from 2010 to 2013. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Scott focuses on partnering with clients and their families to pursue their unique financial goals. He is committed to helping clients attain their objectives through personalized financial planning and consultation.

Cristobal Aguirre is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. He began his career in the financial industry in 2026 and has prior experience at Equitable and Aspect Wealth Management Group, LLC. Before entering finance, he worked in the hospitality sector with Marriott/JW Marriott and Chili's/Brinker. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kyle Langford is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to develop and implement sustainable financial plans aimed at providing confidence and security. He emphasizes building long-lasting relationships grounded in trust and dependability to support clients through important life events. Kyle has been with Fidelity Investments since 2020, progressing through several roles including Financial Representative, Planning Consultant, and Financial Consultant before his current position as Vice President. This experience has provided him with a comprehensive understanding of financial planning and client service within the firm.

David Levenhagen is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He is currently with Wells Fargo Advisors in San Antonio, Texas, and has previously worked at Bank of America, Merrill, and USAA. Outside of finance, he holds a 40% ownership in a self-service laundromat business in San Antonio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible options for implementation through brokerage or advisory programs.

Amanda Garcia is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Her background includes roles at Ameriprise since 2021, as well as experience at the University of Texas at Austin McCombs School of Business and H-E-B Pharmacy. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that integrates research, modeling, and tax-efficiency analysis to develop tailored recommendations.

Jay Rogers is a financial advisor with Primerica Advisors in Bulverde, TX, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and is also the owner of Yerecoin, LLC, a business involved in sales unrelated to investments. Additionally, Rogers is active with the Greater New Braunfels Chamber of Commerce in membership sales. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-delivery strategies managed by unaffiliated asset managers, offering a range of investment approaches while operating primarily in the individual investor market.

Rebecca Montes is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She previously served as a Financial Consultant I at Fidelity Investments from 2024 to 2025. Prior to joining Fidelity, Rebecca worked as a Portfolio Manager at WestStar Bank from 2023 to 2024 and as a Client Specialist at Edge Capital Group from 2017 to 2022. In her role, Rebecca helps clients create, implement, and adhere to financial plans designed to provide peace of mind. She focuses on building long-lasting relationships based on trust and aims to be a reliable advisor for clients at any stage of their life. Outside of her professional work, Rebecca's personal interests include fitness activities such as Pilates, running, and snowboarding, as well as spending time with pets and traveling.

Eleanor Donkor is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. She joined J.P. Morgan Securities in 2026 and has experience in various roles across financial services and business acquisitions since 2016. 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 investment manager searches through a structured, non-discretionary process that includes ESG considerations.

Shaju Alexander is a financial advisor with OSAIC in San Antonio, TX, holding a Series 66 designation and 28 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 19 years before joining OSAIC. Outside of advisory services, he is engaged in the sales and service of fixed life, health, and disability insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and diversified portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Brandon Webb is a financial advisor at Edward Jones in Boerne, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he held various roles in education, labor, and agricultural sectors, including positions at Boerne Independent School District and Azcona Harvesting. He is also involved with Cuervo Holdings, a business related to raw land, farm equipment, and olives in Greenfield, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard.

Barton Lindemann is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2017, with prior roles at The Champion Group and Capital Group. Outside of his advisory work, he assists with managing a guest house listed on Airbnb. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Carlos Cortez is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at USAA Investment Management Company for 24 years before joining Charles Schwab in 2018, with brief roles at Victory Capital Management and Victory Capital Services in 2021. Outside of his advisory activities, he owns and manages real estate properties. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts and offers integrated custody, brokerage, and investment services.

Clarice Schmidt is a financial advisor with Thrivent Investment Management based in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial for Lutherans since 2009 and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a broad range of topics, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Shelly Rolf is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Ameriprise, CapFinancial Securities LLC, CapFinancial Partners LLC (CAPTRUST), and CUNA Mutual Group. Ameriprise offers a retirement-income planning service for clients typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.