Aaron Cormier is a financial advisor with Wealth Watch Advisors, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has five years of industry experience. His previous roles include positions at Silverback Financial, Eagle Strategies (NY Life), and New York Life Insurance Co. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of investment strategies vetted by its Investment Committee and offers services such as portfolio management, financial planning, consulting, and access to approved alternative private placements for accredited investors.

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.

Eddie Hebert is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Strategic Financial Concepts since 2025 and has concurrently been associated with Associated Credit Union and LPL Financial since 2008. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Edward Hildebrand is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Concorde Investment Services, Wedbush Securities, Sanctuary Wealth, and Raymond James. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios and tactical asset allocation, incorporating a range of investment vehicles and third-party managers.

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.

Jacob Bruner is a financial advisor at Mariner Independent with a Series 65 credential and one year of industry experience. Prior to joining Mariner Platform Solutions and JOOY Wealth in 2026, he worked at Wells Fargo Bank for five years. His background also includes roles outside finance, such as involvement with YouthMinistry360 and Cypress Creek Church. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of 119 advisors and offers integrated services including trust and institutional pension consulting affiliates.

Chadwick Canine is a CFP® and CFA® with 20 years of industry experience, currently serving as Managing Director at JOOY Wealth and affiliated with Mariner Independent. His prior roles include positions at RSM US Wealth Management LLC and AdvicePeriod, LLC. He holds an elected position on the Wimberley ISD School Board and is founder and CEO of JOOY Consulting, a business consulting firm. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform offers portfolio management, model portfolios, and third-party manager access, with notable integration of institutional and retirement plan resources through affiliated entities.

Ian Bradley is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Texas Financial Advisory, Edward Jones, and USAA. Outside of his advisory role, he is also involved with Magellan Insurance, where he provides insurance and annuity solutions to retail clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Michael Hogan is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2014. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model with third-party managers and offers a range of investment advisory programs, managed accounts, and financial planning solutions, notable for its integration with Hilltop affiliates and specialized municipal bond strategies.

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.

Jason Reeves is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC, where he has worked since 2023. Prior to this, he spent seven years with Kestra Advisory and its affiliated firms. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory, financial planning, and managed account services.

Shalana Poole is a CFP® with 22 years of industry experience, currently serving as a Wealth Advisor at CWM, LLC. Her prior roles include positions at JP Morgan Securities LLC, Waddell & Reed, and LPL Financial. Poole is also owner of Flashpoint Financial Services and Spoole 360 Divorce, providing financial services including those tailored for divorcing clients. She serves as board member and treasurer for the nonprofit Age of Central Texas. CWM, LLC is an SEC-registered investment adviser supporting a wide range of clients, including individuals, families, foundations, and institutions, through a large network of advisors. The firm employs discretionary portfolio management with model portfolios and offers extensive retirement-plan services, integrating fundamental and technical analysis and third-party sub-advisors.

Tobin Hoffmann is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 63 designations and bringing 39 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding affiliation with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006. He is also president of Hoffman Financial Services, which he founded in 1979, and is a partner in a cattle-raising operation. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs and integrates its services with affiliated entities to serve a broad client base.

John Young is a CFP® with 17 years of experience in the financial industry. He currently works at Stratos Wealth Partners, Ltd and has previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Young serves on the Investment Committee for the New Braunfels Community Foundation. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, with active asset allocation and access to multiple custodians and sub-advisors.

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 for New York Life Insurance Company and NYLIFE Securities LLC. Wilson serves as a board member of Pink Warrior Advocates, a nonprofit organization 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 Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Daniel Jensen is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory role, Jensen is a general partner and equity holder in Let's Go Ball, a sports directory website he co-developed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

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. He holds a Series 66 credential and has one year of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2026, he worked at Edward Jones from 2024 to 2026. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers a Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios through an open-architecture investment approach.

Jonathon Zambrano is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to his advisory role, he worked in various positions including as an apprentice electrician and an Uber Eats delivery driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders, offering integrated services tied to Empower’s recordkeeping and administrative platforms.