Jeffery Moore is a financial advisor with LPL Financial in Schertz, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley. Outside of advising, he owns and operates Xpectmoore Delivery LLC, an Amazon Delivery Service partner company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Curtis Appleton is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, offering non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting.

Eric Wilkins is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Fidelity in various roles from 2021 to 2025. Outside of his advisory work, he owns and operates an online e-commerce store selling second-hand goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Yudel De La Garza is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to develop personalized financial strategies tailored to their individual goals and evolving market conditions. Yudel leverages access to Merrill's investment insights along with the banking and lending resources of Bank of America to support comprehensive wealth management. Yudel holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Universidad del Sagrado Corazon. He follows the Merrill tradition of engaging with the communities they serve and dedicates time to volunteer with local organizations. His approach emphasizes one-on-one collaboration to help clients pursue their long-term financial objectives.

Ian Buenrostro is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2012. Outside of his advisory work, he owns MR. JET, LLC, a small business based in Brownsville, TX. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options backed by Wells Fargo’s research and tools. The firm serves clients meeting a net-worth threshold with services that include retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Blue Hybner is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2020 and has been with Cetera since 2020. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that allows advisors to use affiliated and third-party model portfolios or create custom strategies.

Paul Foley Jr. is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at River Crossing POA, The Lighthouse Team LLC, Waddell & Reed, and Ameriprise. He is a managing member of The Lighthouse Team LLC, an entity formed in conjunction with a team at Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm offers a range of financial planning and asset management solutions delivered through a large network of advisors using various investment strategies and technological tools.

Kelly Welker is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Raymond James Financial Services and Sagepoint Financial, with a long tenure at LPL Financial since 2007. Welker also operates Renaissance Wealth Management Group of Texas LLC, a registered business entity connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Alfredo Castillo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Merrill, AT&T, JPMorgan Chase Bank, Charter Communications, T-Mobile USA, and KCI Wireless. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and may incorporate an ESG eligibility framework.

Ty Hodges is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial since 2023. He previously worked at SPC and Sigma Financial Corporation from 2014 to 2023, and at Ameriprise from 2006 to 2014. Hodges also operates Hodges Wealth, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services utilizing multiple investment strategies and supports its advisors with advanced operational and research tools.

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 with LPL Financial in San Antonio, TX, holding the Series 66 designation and possessing nine years of industry experience. He previously worked at Edward Jones and Sigma Planning Corporation before joining LPL Financial. Outside of his advisory role, he has been a volleyball coach with the Alamo Volleyball Association since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by extensive operational tools and a large network of advisors.

Carolyn Abshier is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked previously with Waddell & Reed, Inc., various insurance carriers, and ran The Lighthouse Team LLC. Her other business activities include managing a non-variable insurance entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by both proprietary and third-party investment strategies.

Simon Wright is a Series 66-licensed financial advisor with J.P. Morgan Securities in San Antonio, TX, and has one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, The Cliffs, &Partners/Indigo Advisors &Partners, and Founders Fed Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research and may include ESG criteria, supported by affiliates offering implementation and portfolio services.

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 designation and 15 years of industry experience. His prior roles include positions at Ameriprise Financial and Citigroup. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities in derivatives and commodities through its broader regulatory registrations.

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 40 years of experience in the financial industry, currently associated with LPL Financial. She has a long career including roles at Waddell & Reed, INC. and a partner position at Financial Wellness Solutions, where she is involved in tax preparation and planning. Vargas also manages Pontem LLC, a business entity related to her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by advanced operational tools and a large network of advisors.

Nicholas Gamez is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He has worked at J.P. Morgan Securities, LLC since 2022 and has been with JPMorgan Chase Bank, N.A. since 2020. His prior work experience includes roles at Spectrum, Market Street, and other companies outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and maintains broader derivatives and commodities capabilities compared to many institutional advisory programs.

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 for one year before joining J.P. Morgan Securities in 2012. Outside of his advisory role, Schwarz owns a 40-acre farm in Rawlins County, Kansas. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s approach emphasizes written asset allocation advice, investment manager research, and customized performance reporting, supported by a centralized manager solutions team using both quantitative and qualitative analysis.