Alejandro Martinez is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Victory Capital Services, Charles Schwab, JP Morgan Chase, Apple Inc, and Tesla Motors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ryan Ridlehuber is a financial advisor with Raymond James & Associates in Boerne, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Outside of advising, he is an officer and treasurer of WayStar, LLC, managing company financials. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm provides tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Kevin Foreman is a financial advisor with LPL Financial in Boerne, Texas, holding Series 63 and 65 licenses and bringing 36 years of industry experience. He previously spent 14 years with Thrivent Investment Management and Thrivent Financial for Lutherans. Foreman is also involved as a non-variable insurance agent offering life and fixed annuities through Pietsch Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides comprehensive financial planning, various advisory programs, and access to model portfolios and research support from multiple sources.

Michael Flores Jr. is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with Ameriprise and has previously worked at Cetera, Provident Wealth Management, and JP Morgan Security LLC. Flores also manages an advisory business under Happy Bank in Fredericksburg, TX. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets and provides detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies through a centralized consulting team.

Michael Wincek is a financial advisor with Ameriprise in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he owns Whiskey Ridge Exotics LLC, where he breeds exotic livestock on his ranch. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement income recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Kristin Blow is a financial advisor with Edward Jones in Boerne, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked as a teacher for the Northside Independent School District from 2017 to 2020. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Erik Holt is a financial advisor with OSAIC in Boerne, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial for six years and at Northwestern Mutual for two years. He serves as a general board member of the Boerne Soccer Club, a nonprofit youth soccer organization. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, retirement plan consulting, unified managed accounts, and access to third-party money managers. The firm employs a variety of asset-allocation tools and portfolio management methods across multiple investment types for discretionary and non-discretionary accounts.

Richard Reyes III is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. He previously worked at Charles Schwab and USAA Financial Advisors, Inc. Reyes is also a member of the Board of Governors for Shriners Children's Texas. Edward Jones is a full-service wealth management firm with over 23,700 advisors nationwide, serving individual and institutional clients through a range of advisory programs that include discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds.

Jake Stollmeyer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked for nine years in freelance television. Raymond James & Associates 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, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Phillip Hunter is a financial advisor at Fidelity with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked with various Fidelity entities since 1992. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and fund-of-funds.

Keith Morales is a CFP® professional with 18 years of experience in financial advisory and planning. He has worked with Charles Schwab since 2020 and previously held positions at USAA Investment Management Company and USAA Financial Planning Services. He is based in Boerne, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from its Center for Financial Research.

Robert Hartman is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including prior roles at Eagle Strategies, LLC and New York Life. Outside of his advisory work, he owns Hartman Haus Holdings LLC, an LLC created to hold future rental property. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Joel Salazar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at USAA Financial Advisors and USAA Investment Management Company prior to joining J.P. Morgan in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jeffrey Strain is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Charles Schwab since 2011, including roles at TD Ameritrade prior to its acquisition. Outside of finance, he occasionally performs as a musician, including playing with his church's worship band. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, and custody services through its wrap fee programs and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized operational infrastructure.

James Mc Anelly is a financial advisor with Edward Jones in Boerne, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 through a broad network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Richard Garcia is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. Prior to his current roles, his background includes experience in outdoor business and various roles in retail and education. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Bradley Wells is a Series 66-credentialed financial advisor with Edward Jones in Boerne, TX, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked at USAA for 22 years. Wells holds multiple passive investment interests as a silent investor and limited partner in several real estate developments and commercial property ventures across central Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm maintains a large network of financial advisors and branch offices and provides affiliated capabilities including mutual funds, a trust company, and securities-based lending.

Ryan Marquard is a financial advisor with Edward Jones in Boerne, TX, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harvey Richards is a ChFC® credentialed financial advisor with over 50 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Richards also operates Fusion Advisors Inc., where he sells life, health, and fixed annuities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using multiple investment platforms and tailored strategies.

Andrew Voiles is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and over 16 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2010 and has also been associated with The Bank & Trust and Raymond James Financial Services Advisors, Inc. since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm delivers tailored, non-discretionary planning and uses advanced analytical tools to support client goals while maintaining specialized services such as municipal advisory and SIMPLE IRA consulting.