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 Jr. is a financial advisor at Strategic Financial Concepts, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Associated Credit Union since 2008. His prior experience includes roles at LPL Financial and Concourse Financial Group Securities, Inc. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management using model portfolios and third-party managers, combining fundamental and technical analysis across various securities, and is notable for its integration of insurance-related activities within its multi-team practice.

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.

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 21 years of industry experience. He is currently a managing director at JOOY Wealth and works through Mariner Platform Solutions. His prior experience includes roles at RSM US Wealth Management, AdvicePeriod, J.P. Morgan Securities, and William Blair. Canine serves on the Wimberley ISD School Board and is the founder and CEO of JOOY Consulting, LLC. 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 offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.

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 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® professional with 22 years of industry experience, currently serving as a wealth advisor at Carson Wealth. Her prior experience includes roles at JP Morgan Securities, Waddell & Reed, Edward Jones, and LPL Financial. She is also the owner of Flashpoint Financial Services and Spoole 360 Divorce, providing specialized financial services, and serves as a board member and treasurer of the nonprofit Age of Central Texas. Carson Wealth is an SEC-registered investment adviser with over 650 advisors managing approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan management, supported by a dedicated Investment Committee and partnerships with custodians like Fidelity and Schwab.

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.

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.

Christopher Karschnik is a CFP® with six years of industry experience, currently affiliated with GWN Securities Inc. He previously worked at Lincoln Investment for five years and has held roles at KW Gutshall & Associates and Soccer Shots. Karschnik is also licensed to provide life insurance options to clients. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers, using asset allocation and Modern Portfolio Theory, and is noted for its use of market-timing and momentum-based investing strategies.

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.

Daniel Jensen is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. Daniel is also a general partner and equity holder in Let's Go Ball, a sports directory website he developed with his father. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Jonathon Zambrano is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. Before entering financial services, he worked in various roles including as an apprentice electrician and delivery driver for Uber Eats. 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 account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms.