Michelle Easton is a financial advisor with Schwab Wealth Advisory, Inc. She holds the CFP® and ChFC® designations and has 26 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab & Co., and USAA. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and research tools.

Jacquelyn Baker is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 28 years of industry experience, including roles at H. Beck, Inc., Grove Point Investments, LLC, and Grove Point Advisors, LLC. Baker also has longstanding involvement in insurance-related business activities through several entities. 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 portfolio programs, third-party asset management, and institutional platforms.

Edward Tencza is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Aspect Wealth Management and Advisors Asset Management, Inc. before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles.

Bradley Dower is a financial advisor with Cambridge Investment Research Advisors, holding no prior industry experience before joining in 2026. He has been involved in several business activities including Bluestone Tax and Accounting LLC and operates Dower & Associates LLC. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various management platforms and proprietary model strategies through a large network of financial professionals.

Mark Stawarz is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at USAA Financial Planning Services for 16 years. He also maintains involvement in a fixed index annuity business alongside his advisory work. 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 services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

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 four years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities since 2022. Prior to this, he held positions at Jpmorgan Chase Bank and has experience in various industries including hospitality and retail. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

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 since 2021 and is also the owner of Yerecoin, LLC, which is involved in membership sales for the Greater New Braunfels Chamber of Commerce, where he actively participates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

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 with J.P. Morgan Securities in Boerne, TX, holding Series 63 and Series 65 licenses and with 21 years of industry experience. His career includes prior roles at The Champion Group, Capital Client Group, Inc., and Ameriprise. Outside of his advisory work, he is a partial owner of a guest house listed on Airbnb, which his wife manages. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research to build model asset allocations that may include an ESG eligibility framework.

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 with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Peggy Stavinoha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at UBS Financial Services and Chase Investment Services Corp. Outside of finance, she teaches a weekly fitness class at Life Time Fitness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and incorporates ESG eligibility in its recommendations.