Richard Sollenberger is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and the Northeast Independent School District. J.P. Morgan Securities LLC 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.

Mark Courtad is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at USAA Financial Advisors and USAA Investment Management Company prior to joining Charles Schwab. 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. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational infrastructure.

Virgil Rosser IV is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is centered on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Mark Guajardo is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Raymond James since 2020 and previously spent four years at Frost Brokerage Services. In addition to his advisory role, he serves as Operations Manager and Branch Manager delegate at Oak Crest Advisors, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using advanced analytical tools and supports its clients through various advisory programs and specialized services.

Jeffrey Conflitti is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Axa Advisors and positions outside the financial sector with the Michigan PGA and University of the Incarnate Word. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs, utilizing a range of firm-offered and third-party advisory models. The firm focuses on assessing client information and risk tolerance to align clients with suitable investment programs, offering access to mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Robert Baugh is a financial advisor at Cetera with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, he worked at Securian Financial Services, Inc. and Minnesota Life for 28 years, and was associated with Planto Roe & Associates for 24 years. Outside of his advisory role, he serves on the advisory board of Oak Hills Country Club in San Antonio, where he participates in discussions related to the club’s financial policies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or bespoke strategies across various program structures.

Michael Lollman is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 designations with 10 years of industry experience. He previously worked at Frost Brokerage Services Inc. and Frost Bank from 2013 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Robin Fenn is a financial advisor with Raymond James Financial in Helotes, TX, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Raymond James in 2021, Fenn worked at Edward Jones for eight years. Fenn is also vice president of Dominion Wealth and Retirement, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining distinctive arrangements such as municipal advisor affiliation and specialized SIMPLE IRA employer advisory programs.

Sandra Green is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Primerica Financial Services and PFS Investments Inc. since 2002 and has previous professional experience at AppeXtremeS LLC Conga and APTTUS Corporation. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and serves nearly 3,700 advisors with approximately $15.5 billion in assets under management.

Dana Palasota Jones is a CFP® professional with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at WELLS FARGO Advisors, LLC from 2013 to 2016. She holds the Series 66 license and is based in San Antonio, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Conrad is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles in healthcare rehabilitation and transportation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs and educational seminars with a structured, collaborative approach to financial planning.

John Rodriguez is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Randolph Brooks FCU and Cuna Brokerage Services, Inc. His background includes financial advisory roles at RBFCU. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brandon Du Bose is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at BWI Companies, Inc. for eight years. He is based in San Antonio, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Klinton Law is a financial advisor at Merrill in San Antonio, TX, with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kenneth Sedlock is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., having joined in 2024 after nine years at Gwn Securities Inc. Outside of his advisory work, Sedlock is an owner of a construction business and founder of an insurance and benefits firm based in San Antonio, TX. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals. The firm offers both proprietary and third-party model strategies, with flexible discretionary and non-discretionary investment implementations across multiple platforms.

Daniel Joyce is a financial advisor at Primerica Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1993. In addition to his advisory role, he works as an accountant for Renaissance Interests and has been involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Katie Lange is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and six years of industry experience. She has worked with Wells Fargo Clearing from 2018 to 2025 and has prior experience at Sage Enviro Tech and Qiigo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

Michael Conti is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Mutual Service Corporation for five years. Outside of his advisory role, he is involved in selling life, long-term care, and disability insurance through Trinity Financial Group, a business he operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Christian Pliego is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates a beekeeping and honey business called Adeline's Bees, which includes managing beehives and selling honey at local farmer’s markets. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Allie Wilson is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Prior to Morgan Stanley, Wilson worked at B & T Sales & Consulting and Bank of America, among other roles. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers a broad range of investment and financial products.