Daniel Dean is a financial advisor with Thrivent Investment Management in San Antonio, TX. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Dean has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning engagements that cover a wide range of financial topics. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services separate.

Andrew Paz is a Financial Consultant with a focus on retirement planning. He guides clients through every stage of their financial journey, aligning strategies with personal goals to help create a secure future. Andrew emphasizes transparency and confidence, aiming to empower clients to make informed decisions that reflect their values and long-term aspirations. He has experience as a Financial Planner at Mission Financial Planners from 2023 to 2024 and as a Financial Advisor at Cetera Investors from 2019 to 2022. Andrew holds a Certified Financial Planner® designation and a California Insurance License. Outside of his professional work, Andrew has interests in board games, music, pets, and tennis.

Eduardo Guajardo is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of America and Merrill from 2008 to 2024 before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Diana Scheel is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. In addition to her advisory role, she works as a life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Denise Townley is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. She has worked at Edward Jones since 2010, with a brief interval when she was a partner at Townley Technologies, a computer services business. Denise also has experience with Parkhill Baptist Church. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Wynn is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and possessing 33 years of industry experience. He has been with Ameriprise since 1993, including 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, Wynn is involved in several non-investment-related business ownerships and co-ownerships in the San Antonio area. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering advisory, brokerage, and insurance solutions through its broad institutional platform.

Richard Sollenberger is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. Prior to joining J.P. Morgan Securities, he worked at Equitable Advisors and spent twelve years at NEISD. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Jeffrey Conflitti is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior work includes roles at AXA Advisors, Michigan PGA, and the University of the Incarnate Word. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and a variety of third-party and proprietary advisory programs.

Michael Lollman is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 designations with 10 years of industry experience. He previously worked at Frost Brokerage Services Inc. and Frost Bank from 2013 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

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.

Sandra Green is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Primerica Financial Services and PFS Investments Inc. since 2002 and has previous professional experience at AppeXtremeS LLC Conga and APTTUS Corporation. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and serves nearly 3,700 advisors with approximately $15.5 billion in assets under management.

Dana Jones is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at Wells Fargo Advisors in San Antonio, TX. Prior to joining the advisory team, Jones worked for Wells Fargo Clearing for 10 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning through a broad menu of services, including retirement, education, business-owner transition, and niche planning areas. The firm employs proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options across brokerage and advisory programs.

Michael Conrad 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 in healthcare rehabilitation and transportation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs and educational seminars with a structured, collaborative approach to financial planning.

John Rodriguez is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Randolph Brooks FCU and Cuna Brokerage Services, Inc. His background includes financial advisory roles at RBFCU. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brandon Du Bose is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at BWI Companies, Inc. for eight years. He is based in San Antonio, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kenneth Sedlock is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and GWN Securities Inc. Outside of his advisory role, he is involved in construction as the owner of Range Cabinetry and founded Sequel Financial Group, which focuses on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple investment platforms and proprietary model strategies.

Daniel Joyce is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Primerica Advisors since 1993 and also worked with Northside ISD for 14 years. Outside of his advisory work, Joyce is an accountant with Renaissance Interests. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies and third-party discretionary management.

Katie Lange is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and six years of industry experience. She has worked with Wells Fargo Clearing from 2018 to 2025 and has prior experience at Sage Enviro Tech and Qiigo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

Michael Conti is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Mutual Service Corporation for five years. Outside of his advisory role, he is involved in selling life, long-term care, and disability insurance through Trinity Financial Group, a business he operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Marco Rodriguez is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes nine years at Frost Brokerage Services and Frost Investment Services, as well as two years at Frost Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, supported by extensive research and a variety of portfolio management strategies.