Lauryn Donnelly is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Capital Group/American Funds and Centennial Bank. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristine Beaver is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining LPL Enterprise, she worked at Global View Capital Advisors and Northwestern Mutual Investment Services. She serves as an intelligence officer in the United States Navy Reserve, a role she has held since 2003. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jason Richard is a financial advisor with Edward Jones in San Antonio, TX, holding CFP® and Series 63 credentials and 25 years of industry experience. He previously worked for Advisors Asset Management, Inc. for 17 years, where he was a shareholder. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Christopher Stewart is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial, he worked at Cetera Investment Services and Zions Bank. He serves on the Trinity University San Antonio Alumni Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of investment strategies.

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.

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.

Walter Hayne is a Senior Financial Advisor at Merrill Lynch Wealth Management with three decades of experience spanning wealth management, commercial and private banking, valuation, strategy, and transactional mergers and acquisitions. He co-founded Hayne Moon & Associates and works closely with business founders, corporate executives, and families with assets in energy, investment markets, and real estate. Walter assists clients in navigating complex financial challenges, including diversification, tax-efficient wealth structuring, liquidity management, and legacy planning. He also provides clients with access to Bank of America, N.A.'s resources in investment banking, financing, and cash management solutions. Walter holds a Bachelor’s degree in History from Williams College and an MBA in Finance from Southern Methodist University’s Cox School of Business. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He manages discretionary portfolio strategies that may incorporate individual securities, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches. In addition to his professional responsibilities, Walter has served on the boards of various charitable and civic organizations in San Antonio and the surrounding area. He lives in San Antonio with his wife and four children. His personal interests include biking, fishing, golfing, hiking, hunting, music, racquetball, skiing, spending time with family, and tennis.

James Silva is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Morgan Stanley for four years before joining J.P. Morgan in 2018. Outside of his advisory role, Silva has been involved in entrepreneurial activities with XeriPro, LLC, a landscaping and fence business. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process. The firm integrates quantitative modeling and centralized due diligence, applying an ESG eligibility framework, and provides access to a broad range of products including those related to swap-dealer activities.

Marijean Hansen is a CFP® professional affiliated with LPL Financial, with 44 years of experience in the financial services industry. Her career includes tenures at firms such as Waddell & Reed, Inc., Wells Fargo Clearing, and Citigroup Global Markets. She is based in San Antonio, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Rosanna Bragdon is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including Morgan Stanley, Cambridge Investment Research Advisors, and Wells Fargo Advisors. Prior to her financial services career, she was associated with the Department of Defense and has experience in educational settings. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Deborah Steubing is a financial advisor with Thrivent Investment Management in San Antonio, TX, holding a Series 66 designation and six years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2019. Outside of her advisory role, she volunteers as the leader of the Beautification Committee at Holy Spirit Catholic Church, organizing projects and fundraising for church grounds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and written recommendations without portfolio management, with options to integrate planning alongside managed-account programs.

Donald Thayer is a CFP® professional with 25 years of industry experience, currently serving at Charles Schwab since 2020. He previously worked at USAA Investment Management Company and related USAA financial services entities from 2013 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships alongside discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

John Lerma is a Series 66-licensed financial advisor with Edward Jones in San Antonio, Texas, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rodney Lewis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Lewis is also affiliated with a financial services firm under the name Financial Network - APE Financial and works as an insurance agent selling life, disability, and annuities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management services and operates as a multi-manager platform with access to affiliated and third-party managers across multiple investment programs.

Jacob Flach is a Wealth Management Advisor with Tramontano & Associates, where he has served since 2017 following a 17-year tenure at USAA. He specializes in developing and implementing wealth and planning strategies designed to build and preserve wealth for his clients. Jacob focuses on providing a comprehensive, client-centered approach that addresses various facets of financial management, including portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services through Bank of America, and risk management planning. Jacob holds a bachelor's degree in accounting from the University of Texas at San Antonio and an MBA from the W.P. Carey School of Business at Arizona State University. He is a Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), and Certified Investment Management Analyst (CIMA). His client services include areas such as college education planning, divorce transition planning, legacy planning, personal retirement planning, small business strategies, investment strategy, tax minimization, and retirement income. He has also been involved in community activities, including serving as a past board member of SA basiC ministries Inc. Outside of his professional role, Jacob enjoys biking, cooking, golfing, hiking, running, softball, traveling, and spending time with his wife and two children around San Antonio.

Justin Hanna is a CFP® certified financial advisor with 19 years of industry experience. He has worked at Equitable Advisors since 2007, following a tenure at Axa Advisors, LLC. Hanna is based in San Antonio, TX and holds the Series 66 license. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and offers a range of both proprietary and third-party advisory programs.

Raquel Mc Cain is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 29 years of industry experience. Her prior roles include extensive tenures at USAA in financial planning and investment management from 2007 to 2023. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Michael Medlin is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses and with 26 years of industry experience. His prior work includes roles at USAA Financial Advisors and Usaa Investment Management Company. He also works as a food delivery driver for services like Uber Eats and DoorDash on a limited basis outside of trading hours. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with integrated brokerage, custody, and financial planning services.

Christopher Calvo Jr. is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at Charles Schwab Bank, Schwab, USAA Investment Management Company, and USAA Financial Advisors. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, due diligence on alternative investments, and a centralized operational structure.

Jacob Hackler Roy is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Conn's Home Plus and Target Corporation. Roy is also associated with World Financial Group and SmartPro Financial in related advisory roles. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a variety of portfolio management strategies and platform options tailored to client objectives.