Ty Hodges is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and having 20 years of industry experience. He worked at Spc and Sigma Financial Corporation from 2014 to 2023 before joining LPL Financial. Outside of his advisory role, he is involved with Hodges Wealth, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Laura Anderson is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with 15 years at the firm and four years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Phillip Jackson is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Edward Jones. Outside of his advisory role, he has been a volleyball coach with the Alamo Volleyball Association since 2011. LPL Financial serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support discretionary and non-discretionary asset management.

Carolyn Abshier is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at The Lighthouse Team LLC, David Ballard, and Waddell & Reed, Inc. She has also operated a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Simon Wright is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, The Cliffs, and &Partners/Indigo Advisors &Partners. J.P. Morgan Securities LLC 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 offers customized investment advice delivered on a non-discretionary basis.

Daniel Salazar is a Series 66-licensed financial advisor with UBS Financial Services in San Antonio, Texas, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is the proprietor of MTSA Property Group LLC, which focuses on real estate investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Clinton Godfrey is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Ameriprise Financial and Citigroup/Citibank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Alec Hrynyshyn is a financial advisor at UBS Financial Services with one year of industry experience. He has been with UBS since 2020 and holds a Series 66 designation. Prior to his advisory role, he was affiliated with the University of Colorado-Boulder from 2013 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions and research to tailor financial plans and portfolio management services to clients’ goals and risk tolerances.

Betty Vargas is a CFP® professional with 39 years of experience in the financial services industry. She is currently with LPL Financial and has held roles with Waddell & Reed, Inc. and various insurance carriers over her career. Vargas is also a partner at Financial Wellness Solutions, where she is involved in tax preparation and planning. LPL Financial is an SEC-registered investment adviser and broker-dealer providing services to individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Nicholas Gamez is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Bret Jamison is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions at Citigroup, JPMorgan Securities LLC, and The Hartford. Outside of his advisory work, he was involved with Pocket Fender Flares from 2014 to 2021. Bret works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis, offering services such as discretionary portfolio management and fund advisory.

Alexander Schwarz is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at DVI Global, LLC from 2016 to 2017. Outside of his advisory role, Schwarz owns a 40-acre farm in Kansas. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of investment and brokerage services.

Emmanuel Machamire is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, H&R Block, and Papa Johns. Outside of his advisory role, he serves as a board member, treasurer, and finance committee chairman for Laurel Heights Seventh Day Adventist Church in San Antonio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Randle Ross is a financial advisor with Cetera in San Antonio, TX, holding a PFS™ designation along with Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes long tenures at Avantax Investment Services and 1st Global Advisors, as well as operating Randle R. Ross, P.C., a CPA firm, since 1983. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, featuring both discretionary and non-discretionary programs and a suite of affiliated providers.

John Brooks is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Brooks is a shareholder in BONT Management LLC, a company formed to manage office leasing properties. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Richard Folmar is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within Wells Fargo-related firms since 2009. Outside of his advisory role, Folmar owns and manages a livestock ranch in George West, Texas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with various financial products and referral channels.

Jordan Dickson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His previous roles include positions at Edward Jones, J.P. Morgan Securities, and JPMorgan Chase bank. Raymond James & Associates, Inc. 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 and pension plans, and municipal entities, offering financial planning and advisory services through multiple specialized programs.

Reginald Newsome is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2015. Outside of his advisory role, he owns a Jan Pro Commercial Cleaning franchise. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Ricardo Cadena is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Edward Jones from 2015 to 2021 and Next Financial Group, Inc. since 2021. Outside of his advisory work, he is involved in business ownership with Secure Transport Inc and holds employment with Safe Pilots Inc. LPL Financial serves a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Jaron Lewandowski is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to understand their financial goals, develop personalized investment plans, and provide guidance on portfolio management. His approach emphasizes transparent communication regarding investment performance and associated costs, leveraging Fidelity's research and specialist resources. Prior to his current position, Jaron accumulated financial advisory experience at Fidelity Investments starting in 2022, and previously held various roles at Charles Schwab from 2016 to 2022. His positions there ranged from Brokerage Service Representative to Senior Financial Consultant and Vice President, Financial Consultant. This progression reflects his background in client financial services and investment consulting. Details regarding his educational background, credentials, and personal interests have not been provided.