Kaley Morgan is a financial advisor with SPC in San Antonio, TX, holding a Series 66 designation and three years of industry experience. She has been with SPC and Parkland Securities, LLC since 2023. In addition to her advisory role, she conducts retirement seminars for U.S. federal government employees and provides holistic retirement and financial services including life insurance and fixed products. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, employing discretionary management strategies alongside nondiscretionary and direct-at-fund options.

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.

Mc Kenzie Morrow is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of financial services, she has been involved with 2MORROW SOUND since 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory and brokerage services. The firm offers various investment programs and financial planning solutions, managing significant discretionary and non-discretionary assets while utilizing third-party asset managers within a dual-registered SEC and FINRA framework.

George Turnage III is a financial advisor with GWN Securities Inc., holding Series 63, 65, and 66 licenses and 10 years of industry experience. Prior to joining GWN Securities in 2020, he worked at Walmart in various roles from 2015 to 2020. Outside of his advisory work, he is a partner in Brotherhood Comics, a retail business with online sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Kay Barcus is a CFP®-certified financial advisor with 35 years of industry experience. She has been with Oppenheimer since 2009. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory services such as portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation, manager selection, and rebalancing.

Frank Romero Jr. is a CFP® with 21 years of industry experience, currently serving at Focus Advisor Solutions, LLC since 2018. He previously worked at Loring Ward Securities Inc. from 2005 to 2018. In addition to his advisory role, he owns a western apparel business in New Braunfels, TX. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers model portfolios, fixed-income sub-advisory, and retirement plan management, combining enterprise scale with a focused advisor base.

Richard Gutshall is a financial advisor with GWN Securities Inc. in Austin, TX, holding a Series 63 designation and bringing 28 years of industry experience. He previously spent 19 years at Lincoln Investment Planning, Inc. Outside of advisory work, Gutshall is a managing partner of a startup protection company and has experience as an independent representative in metals and coins. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive legacy of market-timing and momentum-based strategies among its diverse suite of managed-account programs.

Cristian Ramirez is a financial advisor with Guardian Life in New Braunfels, TX, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Guardian Life, he worked at New York Life Insurance and NYLIFE Securities. Outside of his advisory role, he has a minority ownership interest in a multifamily short-term rental property. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using a variety of model portfolios and a hybrid digital advisory platform.

Jennifer Larsen is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. Her prior experience includes roles at Wohlstand Wealth Strategies, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Co. In addition to her advisory work, Larsen is a consultant in tax mitigation and management and owns a business managing bookkeeping for insurance commissions. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, retirement plan consulting, and advisory programs. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

David Balk is a financial advisor at Steward Partners Investment Advisory, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Steward Partners entities since 2009. Outside of his advisory role, he is a partner in a real estate business in Eugene, Oregon, where he acts as communication liaison between partners and the management firm. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through discretionary and non-discretionary portfolio management and third-party manager selection.

Ruben Ruiz Jr. is a financial advisor with Money Concepts Capital Corp, holding the ChFC® designation and a Series 63 license. He has 38 years of industry experience and has been with Money Concepts Capital Corp since 1988. Outside of his advisory role, he owns Ruiz Financial Group LLC, which provides virtual sales assistant services and offers financial education courses to employees of various organizations. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base that includes individual investors, pension plans, trusts, and corporations. The firm uses model-driven and asset allocation approaches, offering both discretionary and non-discretionary programs, and works with third-party managers and platforms such as Envestnet to support its investment strategies.

Dustin Mundorf is a financial advisor with Brookstone Capital Management LLC in New Braunfels, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has operated Dustin Mundorf, Inc. since 2008 and has worked as an independent insurance agent since 2002. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Jessica Walker is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and having six years of industry experience. Her career includes roles at New York Life Insurance Company and related entities, as well as running Wohlstand Wealth Strategies, LLC. She serves as vice chair of the New Braunfels Women's Business Alliance and is treasurer for the Brauntex Theater Board of Directors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Kenneth Gutshall is a financial advisor with GWN Securities Inc. in San Marcos, TX, holding a Series 63 designation and over 52 years of industry experience. He previously spent 19 years at Lincoln Investment Planning, Inc. and has operated his own financial services business, K. W. Gutshall & Associates, since 1997. He also works as an independent contractor providing life insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of portfolio management strategies, including legacy market-timing and momentum-based approaches.

Ricky Gonzales is a financial advisor with Eagle Strategies (NY Life) in New Braunfels, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he works as a hunting guide, assisting clients with tracking and harvesting game. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.