Kent Clark is a CFP® with 22 years of industry experience, currently serving at Fidelity Investments. His work history includes roles at Fidelity and Charles Schwab, with over eight years at FIDELITY Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds unique roles such as registration with the CFTC and advisory positions to multiple fund-of-funds.

Keith Conklin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2010, initially serving as a Wealth Management Banker before transitioning to an advisory role in 2015. Keith brings over 17 years of financial advisory experience, having worked extensively with retirees, pre-retirees, small business owners, physicians, attorneys, and business executives. Keith employs a Goals Based Wealth Management approach, focusing on creating customized financial plans that align with clients’ lifetime income objectives, wealth preservation, and wealth transfer goals. He emphasizes strategies that balance diversification with clients’ risk tolerance and uses professional money managers to develop income-producing portfolios for retirees. His expertise covers areas including retirement income, family wealth management, legacy planning, and portfolio management services. Keith earned a Bachelor’s degree from Union College in Schenectady, NY, and an MBA from The Freeman School of Business at Tulane University in New Orleans, LA. Born and raised in the New York City metropolitan area, he has lived in New Orleans and Dallas before settling in San Antonio. Beyond his professional work, Keith is active in community service, serving on the boards of charitable and political organizations. In his personal time, he enjoys traveling, cooking, football, gardening, music, reading, and spending time with his family.

Danielle Thompkins is a financial advisor with Ameriprise in Marion, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at CUNA Brokerage Services, Inc and Randolph Brooks FCU, where she also served as a financial advisor outside of her Ameriprise role. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations.

Lauryn Donnelly is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Capital Group/American Funds and Centennial Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Claudia Lopez is a Series 66 credentialed financial advisor with Thrivent Investment Management in Boerne, TX. She has been with Thrivent and its related entities since 2018, including prior experience with the Church of God from 2013 to 2018. Her industry experience officially begins in 2026 with Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Tareq Abdalla is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zane Platt is a financial advisor with Equitable Advisors in Canyon Lake, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Neal Guthrie Companies and Tarleton State University. Outside of his advisory work, he is a partner at Last Light Taxidermy and Game Processing LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through various sponsored platforms and endorsed programs.

Elizabeth King is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lorelia Rodriguez is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2016. The firm manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations. Raymond James offers a range of financial planning and investment consulting services, utilizing multiple portfolio management styles supported by firm research and model managers.

Robert Bachle is a financial advisor with Charles Schwab in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at USAA Financial Advisors, USAA Financial Planning Services, and USAA Investment Management Company before joining Charles Schwab and Charles Schwab Bank in 2020. Charles Schwab & Co., Inc. serves a large client base, primarily 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 relationships with access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and comprehensive investment guidance.

Charles Matt is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has been associated with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1997 and serves as an adjunct faculty member at the University of the Incarnate Word. Matt also teaches graduate-level theology as an adjunct professor at the Oblate School of Theology and has been a workshop presenter for the Archdiocese of San Antonio. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and educational seminars to support collaborative, goal-based financial planning engagements.

Mark Carolin is a financial advisor with OSAIC in San Antonio, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Carolin is also the vice-president of Pinnacle Study Group Inc., an exclusive nonprofit educational group focused on financial planning discourse and idea exchange. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third‑party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary management options.

Todd Cox is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc., NYLife Securities LLC, and a decade of self-employment. Mass Mutual Investors Services 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 with an emphasis on collaborative, goal-focused planning.

John Moore is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Ameriprise Financial Services, Inc. and Investment Professionals, Inc. Outside of his advisory role, Moore serves as a soccer referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management options.

Daniel Deviney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera since 2025 and previously spent 18 years with Avantax Investment Services and related entities. Deviney is active in his community as a member of the Bulverde Lions Club and the Bulverde/Spring Branch Area Chamber of Commerce, and he provides business and management consulting through Deviney Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services and access to various third-party money managers.

John Hernandez is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Victory Capital Management and USAA IMCO. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios delivered to intermediary platforms.

Amy Calderon is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2007. Outside of her advisory role, she is a notary for the state of Texas and is involved in a financial services business, Trinity Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Dallas Peeples is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Victory Capital, Equitable Advisors, and was involved in political campaigns and consulting firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Austin Lane is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Cetera since 2023. He previously worked at J.P. Morgan Securities and American Funds. Lane is president of Greenwing Wealth Management LLC and serves on the boards of the Bandera Natural History Museum and the City of Helotes Economic Development Corporation. He is also an author of books related to financial concepts and participates in community service through a local Rotary Foundation committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, corporate, and institutional clients. The firm offers a multi-manager platform with a diverse range of portfolio management options, financial planning services, and access to third-party managers, overseeing more than $256 billion in assets.

Elizabeth Valenti is a financial advisor at Osaic Wealth Inc. with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Royal Alliance Associates, Signator Investors, and Michigan Financial Companies/John Hancock. Valenti serves as a board member of the Financial Planning Association of San Antonio & South Texas. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.