Johnny Townsley III is a financial advisor with Cambridge Investment Research Advisors in Schertz, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Citigroup Global Markets, Ameriprise, CUNA Brokerage Services, and Randolph Brooks FCU. He is also involved as an advisory representative for an RIA. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers multiple portfolio management solutions, proprietary and third-party strategies, and supports both discretionary and non-discretionary implementation.

John Duda Jr. is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to his career in finance, he served in the United States Air Force and is now retired from active duty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

David Kunold is a financial advisor with Ameriprise in Live Oak, Texas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he co-owns Hill Country Vintage, an online retail business operated with his wife. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, offering tailored written recommendations that incorporate research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Harlan is a CFP® professional with 22 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held positions at USAA Investment Management Company and USAA Financial Advisors, Inc. He is associated with Genesis Wealth Management, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and technology-driven investment solutions.

Thomas Pfeiffer is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios and offers various sub-advisory and retirement plan services.

Joseph Charlton is a financial advisor with Osaic in San Antonio, TX, holding Series 65 and Series 63 licenses and 35 years of industry experience. His prior roles include positions at Lincoln Financial Securities, NEXT Financial Group, JPMorgan Chase Bank, USAA Investment Management Company, and Fidelity Investments. Charlton is also the OSJ Supervisory Principal for RDK Advisors LLC, where he manages operations, compliance, and advisor support. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and managed account solutions. The firm employs a range of asset-allocation tools and third-party platforms to support diversified investment strategies with discretionary or non-discretionary management.

Juan Diez is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Central Rig Services prior to his current role. Outside of his advisory work, he is the owner of Penrose Energy Partners LLC and part-owner of Kinder Diez and Associates LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bruce Stroup is a financial advisor at OSAIC with 35 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2018, following seven years at Jhfn Sii. Outside of his advisory role, he is involved with Platinum Wealth Solutions of Texas, focusing on securities sales and marketing as well as fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors by offering integrated brokerage, investment advisory, and financial planning services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a wide range of investment types on either a discretionary or non-discretionary basis.

David Gay is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Minnesota Life Insurance Company. Outside of his advisory role, he serves as an AKC Hunt Test Secretary for the Alamo Retriever Club, is a board member at the San Antonio Gun Club, and participates in community activities through the Alamo Kiwanis and the Midtown Business Association. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct portfolios across various asset classes.

Tristan Alvarado is a Planning Consultant with experience in the financial services sector. He has worked as a Financial Advisor at Equitable from 2021 to 2025. Tristan transitioned from studying medicine in high school and college to pursue his passion for personal finance, beginning his career in a financial firm after graduation. He focuses on connecting with clients to understand their goals and dreams, helping them plan for their future and that of their loved ones. Outside of his professional role, Tristan has interests in baseball, fitness, football, attending social events with friends, and playing musical instruments.

Jason Page is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 credential and five years of industry experience. His prior work includes positions at B.D. Holt, Ltd and Wells Fargo Clearing. He is also a commissioned notary public. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including cash-flow, retirement, business-owner transition, and special-needs planning, utilizing proprietary research and planning tools to develop tailored recommendations.

Alonso Buitron is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley and USAA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when making recommendations.

David Merrill is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at various Wells Fargo entities since 2009. Merrill serves as a board member on the City of Brownsville Ethics Advisory Commission. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a large network of advisors. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Adalberto Santos is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Charles Schwab & Co. and JPMorgan Chase Bank, N.A. He has also been involved with the Rincon Del Bosque Padel Club and The Wagon Wheel. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates an ESG eligibility framework.

Lucas Vasquez is a financial advisor with MassMutual Investors Services in San Antonio, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. His work history includes roles at Capital Strategies, AXA Advisors, and MassMutual Life Insurance Co. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm’s planning approach involves annual, collaborative relationships using firm-approved software to deliver written recommendations, with implementation requiring separate arrangements.

Jackson Gardner is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Centennial Bank. Outside of his advisory role, he was involved with Island Wing Company for four years. 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 in its recommendations.

Kurt Von Buettner is a financial advisor with Edward Jones in Shavano Park, TX, holding CFP® and ChFC® designations and over 22 years of industry experience. Prior to joining Edward Jones in 2019, he worked at SWBC Investment Company and SWBC Investment Services LLC from 2015 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Serina Kornegay is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Charles Schwab & Co. Inc. and JPMorgan Chase Bank, N.A. Before entering the financial industry, she held various jobs in education and hospitality. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Matthew Kalinowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at Swbc Investment Services, LLC, and has experience in the insurance sector and government service. 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.

Salvatore Holt is a financial advisor with OSAIC in Boerne, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Holt is also the president and managing partner of Holt Financial Group LLC, which provides marketing and branding services as well as consulting unrelated to investments. OSAIC serves a broad range of retail and institutional clients through an extensive network of advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm uses various asset-allocation tools and supports discretionary and non-discretionary portfolio management with access to multiple third-party platforms.