Edgar Paul is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. 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. The firm delivers these services through a select group of Wealth Advisors, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Hector Meneses is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2010 and has worked with UBS International Inc. since 2004. Outside of his advisory role, he is the proprietor of MTSA Property Group, LLC, where he manages real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Oscar Balderrama is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of San Antonio for eight years before joining Edward Jones in 2017. Outside of his advisory role, he is involved in multiple real estate ventures, serving as managing member or member of several real estate companies in the San Antonio area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory services, 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.

Morgan Hammer is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones in 2023, Morgan worked at PAM Health and Insight Global and has held various roles in real estate and hospitality. Outside of financial advising, Morgan serves as County Commissioner for Hays County Precinct 3, overseeing county facilities, budgeting, and public services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and offers overlay and tax-efficient services under a fiduciary standard.

Irving Tochez Salinas is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. He has worked at UBS since 2019 and previously held roles in legal and research settings, including The Law Office of Ed Goldner and Galloway Research. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management offerings such as fee-based financial planning and portfolio management. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

William Hrynyshyn is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at UBS Financial Services since 2009. He is a partner in an LLC offering leadership and personal development coaching and serves as executive director of a 501(c)(3) charity focused on supporting foster children, domestic abuse victims, and the homeless. His professional activities also include managing and distributing funds for charitable causes and providing coaching related to business growth and brand management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances.

Richard Rose II is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial in San Antonio, TX, having previously worked extensively at USAA and its affiliates from 2007 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial services, including discretionary and non-discretionary management supported by in-house and third-party research.

Jason Peet is a financial advisor with LPL Financial in San Antonio, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at J.P. Morgan Securities and has diverse experience including roles at Uber and Equitable Advisors. Outside of advising, he has worked as a rideshare driver. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, utilizing both discretionary and non-discretionary approaches.

Craig Matson is a financial advisor with Blue Dock Capital LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked as a trader since 1989. Blue Dock Capital LLC is an independent firm with a single advisor.