Wesley Thoms is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Texas Financial Advisory and Texas Farm Credit. Outside of his advisory role, he serves as treasurer and owner of 76 Bar Investments II, LLC, which holds interests in retail and real estate operating companies in Beeville, Texas. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

Ronald Ray is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including IWM Advisory, LLC, American Retirement Institute, and Retirement Wealth Advisors. Outside of advisory work, he owns and operates Valhallan Esport Training, a youth esports training business, and serves as Donations Committee Chair and International Chair for the Downtown Rotary Club of New Braunfels. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management through a wrap-fee platform.

Robert Anderson is a financial advisor with BFC Planning, Inc., holding Series 65 and Series 63 licenses and having 27 years of industry experience. He has worked at BFC Planning since 2015 and has been affiliated with Securities Management & Research, Inc. and Anico since 1999. Anderson is also involved in insurance sales and owns Anderson Financial Solutions, which offers insurance and securities products. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pensions, trusts, and banks, managing approximately $3.8 billion in assets through a network of independent investment adviser representatives. The firm offers flexible fee structures and various investment program options tailored to individual client objectives.

Edward Hildebrand is a financial advisor with Elevation Point Wealth Partners, LLC in New Braunfels, TX, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His previous roles include positions at Sanctuary Wealth, Wedbush Securities, and Raymond James & Associates, among others. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs strategic and tactical asset allocation through various model portfolios and separately managed accounts, offering alternatives and technology-enabled services as part of its investment approach.

John Davis is a Series 65-licensed financial advisor with Verity Asset Management in New Braunfels, TX, where he has worked since 2019. He has seven years of industry experience and has been self-employed since 2014. Outside of his advisory role, Davis serves as a director and area director at Teacher's Pension and Insurance Services, Inc., an insurance agency focused on financial product education including pension analysis and insurance sales. Verity Asset Management is an SEC-registered firm offering discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other investment advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and operates under fiduciary and ERISA standards.

Ian Bradley is a Series 66-licensed financial advisor with Foundations Investment Advisors LLC in New Braunfels, TX, with three years of industry experience. His prior roles include positions at Texas Financial Advisory, Edward Jones, Colorado Technical University, and USAA. Outside of advising, he works as an independent insurance sales agent, offering insurance and annuity solutions to retail clients. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of representatives. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach in its investment management.

Michael Walters is a CFP® with eight years of industry experience, currently serving as a financial advisor at Prosperitas Financial, LLC. He has previously worked at SWBC Investment Services, Teamwork Financial Advisors, and First Command Financial Planning. In addition to his advisory role, he is licensed to educate clients on Medicare Advantage and Supplemental Plans. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across a diverse client base, offering asset management, comprehensive portfolio management, and financial planning with an investment approach that combines multiple analytical methods and third-party manager support.

Mario Barrera is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. His career includes roles at Foundations Investment Advisors since 2024, Queen B Advisors from 2022 to 2024, and a 20-year tenure at United Services Automobile Association. Outside of advisory work, he is involved in MAGELLAN INSURANCE, where he offers insurance and annuity solutions to retail clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to manage investments.

Richard Ure is a financial advisor with Gradient Securities, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Gradient Securities since 2019, with prior roles at LPL Financial and National Planning Corporation. Outside of advising, Ure owns a woodworking and agricultural products business that raises and sells livestock and cedar hardwood products. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and business entities. The firm emphasizes a non-discretionary investment model that incorporates fundamental, technical, and cyclical analysis and often utilizes third-party managers while providing ongoing monitoring and client reviews.

Christopher McManus is a CFP® professional with 22 years of industry experience. He currently serves as an advisor at GWN Securities Inc. since 2019 and has prior experience with Ameritas Investment Corp., CCF Investments, Inc., and Capital Choice Financial Services. Outside of his advisory role, he manages timberland holdings and mineral rights through family partnerships and is involved in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm serves individual and business clients through a large network of advisors and employs a range of investment programs, including both traditional asset allocation and legacy market-timing strategies.

Tobin Hoffmann is a CFP® certified financial advisor with 39 years of industry experience, currently with Ameritas Advisory Services, LLC. He has held roles at Ameritas Life Insurance Corp. and Ameritas Investment Corp. for over 20 years and has operated Hoffman Financial Services since 1979. Outside of advisory work, he is a partner in a cattle-raising operation in Texas. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology providers.

Matthew Ure is a financial advisor with AE Wealth Management, LLC, holding Series 66 and Series 63 credentials and 10 years of industry experience. His work history includes roles at Defense Retirement Systems, LLC and Anthony Capital LLC. Outside of advising, he manages Ure Family Farms, engaging in agricultural product trading. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and offers extensive model-based and sub-advisory services to a broad client base.

John Young is a CFP® with 18 years of industry experience currently advising at Stratos Wealth Partners, Ltd. He previously worked at Wells Fargo Clearing and Wells Fargo Investments before joining Stratos. Young serves on the investment committee of the New Braunfels Community Foundation. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of portfolio management and financial planning services through an open-architecture platform integrating multiple third-party managers.

Jose Nunez is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, he served 22 years in the U.S. Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

Shanna Wilson is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at NYlife Securities LLC and New York Life Insurance Company. She serves as a board member of Pink Warrior Advocates, a nonprofit supporting women battling breast cancer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and participant savings rates.

Casper Terpinski is a financial advisor at Steward Partners Investment Advisory, LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Steward Partners in 2025, he worked at LBMZ Securities, Inc. and Zacks Investment Management for 17 years. Outside of his advisory role, he is a co-owner of TURNPRO LLC, a business involved in the development and sales of magnetic pick-up tools. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services tailored through proprietary and third-party portfolio solutions.

Connor Anderson is a financial advisor with Stratos Wealth Partners, Ltd and holds the Series 66 designation. He has two years of industry experience, including prior work at Edward Jones. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with 379 advisors managing approximately $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

Mc Kenzie Morrow is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of financial services, she has been involved with 2MORROW SOUND since 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory and brokerage services. The firm offers various investment programs and financial planning solutions, managing significant discretionary and non-discretionary assets while utilizing third-party asset managers within a dual-registered SEC and FINRA framework.

George Turnage III is a financial advisor at GWN Securities Inc. with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining GWN Securities in 2020, he worked at Walmart and Legend Advisory, LLC. Outside of his advisory role, he is a partner in Brotherhood Comics, a retail business with online sales. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm uses a combination of affiliated and unaffiliated sub-advisers and implements portfolios based on asset allocation and Modern Portfolio Theory, incorporating market-timing and momentum-based strategies in certain legacy programs.

Brad Holtzclaw is a financial advisor with Empower Advisory Group in Schertz, TX, holding Series 66 and Series 63 licenses and having 11 years of industry experience. He previously worked at Charles Schwab & Co., Inc. from 2013 to 2023 and at Edward Jones in 2007. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.