Daniel Deviney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera since 2025 and previously spent 18 years with Avantax Investment Services and related entities. Deviney is active in his community as a member of the Bulverde Lions Club and the Bulverde/Spring Branch Area Chamber of Commerce, and he provides business and management consulting through Deviney Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services and access to various third-party money 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.

Amy Calderon is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2007. Outside of her advisory role, she is a notary for the state of Texas and is involved in a financial services business, Trinity Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Reynaldo Davila Jr. is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliate Morgan Stanley Smith Barney since 2013. Based in San Antonio, TX, he focuses on wealth management within a large institutional firm. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates various investment strategies, including relationships with investment companies and private funds.

Dallas Peeples is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Victory Capital, Equitable Advisors, and was involved in political campaigns and consulting firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Austin Lane is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Cetera since 2023. He previously worked at J.P. Morgan Securities and American Funds. Lane is president of Greenwing Wealth Management LLC and serves on the boards of the Bandera Natural History Museum and the City of Helotes Economic Development Corporation. He is also an author of books related to financial concepts and participates in community service through a local Rotary Foundation committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, corporate, and institutional clients. The firm offers a multi-manager platform with a diverse range of portfolio management options, financial planning services, and access to third-party managers, overseeing more than $256 billion in assets.

Mary Patricia Douglass is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience at PlainsCapital Bank and has held various roles connected to the University of Texas at Austin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Elizabeth Valenti is a financial advisor at Osaic Wealth Inc. with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Royal Alliance Associates, Signator Investors, and Michigan Financial Companies/John Hancock. Valenti serves as a board member of the Financial Planning Association of San Antonio & South Texas. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Abigail Williams is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Her work history includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as earlier positions outside the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s scale and integrated structure provide centralized supervisory, custody, and order-routing functions to its large client base.

Jeffrey Wright is a Certified Financial Planner (CFP®) with 17 years of industry experience. He currently works at Morgan Stanley in San Antonio, TX, having held roles at Morgan Stanley Private Bank, Victory Capital Management, and Financial Engines Advisors, among others. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

James Silva is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Morgan Stanley for four years before joining J.P. Morgan in 2018. Outside of his advisory role, Silva has been involved in entrepreneurial activities with XeriPro, LLC, a landscaping and fence business. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process. The firm integrates quantitative modeling and centralized due diligence, applying an ESG eligibility framework, and provides access to a broad range of products including those related to swap-dealer activities.

Marijean Hansen is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2021. Her prior experience includes roles at Christopher Hall, Betty Vargas, and Waddell & Reed, Inc. She is based in San Antonio, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs supported by research and a variety of portfolio management options.

John White is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and J.P. Morgan Securities. Outside of his primary role, he is an associate financial advisor managing an advisory business through Sont1314LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Deborah Steubing is a financial advisor with Thrivent Investment Management in San Antonio, TX, holding a Series 66 designation and six years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2019. Outside of her advisory role, she volunteers as the leader of the Beautification Committee at Holy Spirit Catholic Church, organizing projects and fundraising for church grounds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and written recommendations without portfolio management, with options to integrate planning alongside managed-account programs.

Elena Frieberg is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Her prior work includes various roles outside the financial sector, and she also serves as a notary in San Antonio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning and retirement plan consulting, utilizing model portfolios and research from multiple sources.

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.

John Lerma is a Series 66-licensed financial advisor with Edward Jones in San Antonio, Texas, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Johnny Cavazos is a Series 66-registered financial advisor with LPL Financial and has 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation, Equitable Advisors, Axa Advisors, LLC, and JPMorgan Securities LLC. Outside of his advisory work, he maintained a separate business entity, Johnny Cavazos, LLC, from 2019 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to deliver both discretionary and non-discretionary management.

Christopher Clark is a financial advisor with OSAIC based in San Antonio, TX, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Securities America Advisors and Securian Financial Services, among other firms, and maintains an ongoing role with Symmetry Financial Solutions. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Justin Hanna is a CFP® with 19 years of industry experience, currently serving at Equitable Advisors since 2007. His work history includes 13 years with Axa Advisors, LLC, overlapping with his tenure at Equitable. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as an SEC-registered investment adviser and broker-dealer.