Joseph Pyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and consulting services that are typically non-discretionary, supported by a range of portfolio management styles and affiliated research.

Toni Ann Dorsey is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at PenFed Credit Union, Navy Federal Financial Group, Bank of America, Merrill, and First Command Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Rebecca Sierra is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she has worked as an Uber driver in San Antonio, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ellen Paschal is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates since 2008, including a prior period from 2008 to 2016, with additional experience at Wells Fargo Clearing and Cetera Investment Services. Raymond James & Associates, Inc. is a large broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, non‑discretionary investment consulting, and municipal advisory services.

Leonardo Rivera is a financial advisor with Fidelity Investments based in San Antonio, TX, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at Equitable Advisors and has experience in various sectors including entertainment and manufacturing. Outside of finance, he operates two small businesses providing notary services and power washing. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Drenzo Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC and Victory Capital Advisers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Damian Rico is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior roles include six years at USAA and five years with Nationwide Insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Douglas Stone is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate firms since 2008. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, a contractor entity that manages his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Linda Hernandez is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Her professional experience includes positions as an Investment Representative at Cuellar & Associates, LLC, and JP Morgan Chase, as well as roles in investment sales and service at Victory Capital and data analytics at JP Morgan Chase. Linda's expertise spans financial consulting, planning, investment representation, and data analytics. She is dedicated to simplifying the financial planning process for clients by guiding them through each step and addressing their concerns. She values building long-term relationships with clients to help them develop and implement financial plans aligned with their financial goals. Outside of her professional work, Linda has interests in fitness, military service, and running.

Tyler Foreman is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. He has been with LPL Financial since 2016 and previously worked at Saint Marks Presbyterian Early Learning Center for seven years. Outside of his advisory role, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services, including financial planning and model portfolio programs, to individuals, retirement plan participants, banks, trust companies, and other institutions.

Yazmin Flores is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021 and previously was employed at BBVA and Old Navy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Christopher Hall is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Pontem LLC, Waddell & Reed, Inc., and various insurance carriers related to W&R Insurance Agencies. Hall also manages non-variable insurance activities and is associated with a business entity for tax and investment purposes. 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 broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced advisor tools and a diverse platform that integrates advisory and non-advisory financial services.

Nicholas Paveglio is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Jeremy Hahn is a Series 66–licensed financial advisor with Edward Jones in San Antonio, TX, where he has worked since 2010. He has 16 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Brisa Gonzales is a CFP®-designated financial advisor with Raymond James Financial, based in San Antonio, TX, and has three years of industry experience. Her prior roles include work at Beneficent Financial and Momentum Independent Network Inc. Outside of her advisory work, she is involved with Beneficent Financial in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ernest Mendoza is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Raymond James since 2006 and also leads Richard Mendoza Wealth Services, where he serves as CEO. Outside of his advisory role, he manages a business providing office support services including equipment and telecommunications. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Oscar Elizalde III is a financial advisor with Equitable Advisors in New Braunfels, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles within the education sector and insurance before joining Equitable in 2025. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client information and risk assessment to match appropriate investment models.

Roel Gonzales is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of financial services, he co-owns a cleaning services business with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

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.