Mark Stawarz is a CFP® with 28 years of industry experience, currently serving at LPL Financial since 2017. He is based in Fair Oaks Ranch, TX. His professional background includes a three-year period outside of the industry before joining LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives.

Wendy Sachs is a financial advisor with Raymond James & Associates in Boerne, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Raymond James & Associates since 2008. 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, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.

Kristian Rivas is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. He has been with J.P. Morgan Securities since 2022 and has prior experience at JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver customized advice on a non-discretionary basis.

Julian Diaz is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He previously worked at USAA Investment Management Company and USAA Financial Planning Services. Outside of his advisory role, he manages a rental property. Charles Schwab serves a large client base, 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 affiliated discretionary separately managed accounts and employs a multi-asset model portfolio investment approach.

Jay Rogers is a financial advisor with Primerica Advisors in Bulverde, TX, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and is also the owner of Yerecoin, LLC, a business involved in sales unrelated to investments. Additionally, Rogers is active with the Greater New Braunfels Chamber of Commerce in membership sales. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-delivery strategies managed by unaffiliated asset managers, offering a range of investment approaches while operating primarily in the individual investor market.

Brandon Webb is a financial advisor at Edward Jones in Boerne, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he held various roles in education, labor, and agricultural sectors, including positions at Boerne Independent School District and Azcona Harvesting. He is also involved with Cuervo Holdings, a business related to raw land, farm equipment, and olives in Greenfield, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard.

Barton Lindemann is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2017, with prior roles at The Champion Group and Capital Group. Outside of his advisory work, he assists with managing a guest house listed on Airbnb. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lena Adams Winkel is a financial advisor with UBS Financial Services in McAllen, Texas, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with UBS since 1998. Outside of her advisory role, she is developing a patented dance bag and collaborates with a local college for its production. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Claudia Lopez is a Series 66 credentialed financial advisor with Thrivent Investment Management in Boerne, TX. She has been with Thrivent and its related entities since 2018, including prior experience with the Church of God from 2013 to 2018. Her industry experience officially begins in 2026 with Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Lorelia Rodriguez is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2016. The firm manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations. Raymond James offers a range of financial planning and investment consulting services, utilizing multiple portfolio management styles supported by firm research and model managers.

John Hernandez is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Victory Capital Management and USAA IMCO. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios delivered to intermediary platforms.

Caleb Clark is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has worked previously at PGIM Investments LLC, Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Invesco Advisers, Inc. Outside of his advisory role, he is President-Elect of the Boerne Sunrise Rotary. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Roy Sachs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2012. He is approved as a Professional Football Players Advice Professional by the National Football League Player's Association. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Alfred Fuentes Jr. is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Jason Zamora is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2015. Outside of his advisory role, he is associated with JZ Wealth Management, LLC, an entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Peggy Stavinoha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She also works as a fitness class instructor at Life Time Fitness, teaching one class per week. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors.

Raymond Ramos is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab & Co., USAA, and JP Morgan Securities. Ramos is based in Boerne, Texas. 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 research from the Schwab Center for Financial Research.

Jason Null is a financial advisor with Edward Jones in Boerne, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its extensive retail advisor and branch network, affiliated mutual funds, and trust services.

Peter Brown is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2011. Brown serves as Secretary and Chairman of the Continuing Education and Curriculum Committee for the Academy of Certified Portfolio Managers. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a network of financial advisors utilizing proprietary research and model-based asset allocations.

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.