Bradley Wells is a financial advisor with Edward Jones in Boerne, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he spent 22 years at USAA. Outside of his advisory role, he is involved as a silent investor and limited partner in several real estate development and commercial property ventures across central Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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 financial advisor with Cambridge Investment Research Advisors in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 52 years of industry experience, including over 30 years with Transamerica Financial Advisors and a decade with Cambridge Investment Research Advisors. Outside of his advisory role, he has worked as an insurance agent selling life, health, and fixed annuities. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

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.

Korinne Wilkerson is a financial advisor with Raymond James Financial in Boerne, TX, holding a Series 66 designation and 10 years of industry experience. She previously worked at D.A. Davidson & Co. and has been with various divisions of Raymond James since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Larry Wynn is a financial advisor with OSAIC in Boerne, TX. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior roles include positions at Securities America Advisors and Securian Financial Services. Outside of his advisory work, Wynn serves as principal at Symmetry Financial Solutions, where he introduces insurance products related to estate planning and asset protection. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Darron Bergstrom is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Cambridge Investment Research since 2009 and previously held positions at Mutual Service Corporation and Sentra Securities Corporation. Bergstrom serves as treasurer of the Rotary Club of Boerne and is secretary-treasurer for the Corpus Christi Firefighters Retirement System, where he helps develop and review investment policy. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Amanda Reyes is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and previously worked at USAA in various financial planning and investment services roles from 2014 to 2024. Outside of her advisory work, she is the owner of Innovative Portfolio Strategies LLC, a rental property business in Boerne, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors.

Mark Temple is a Certified Financial Planner® (CFP®) with 24 years of industry experience, currently serving at Edward Jones since 2021. His prior roles include positions at AIG Capital Services, American General Life Insurance, Cetera Investment Services, and Eagle Strategies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ivan Valadez is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in various capacities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence and may incorporate an ESG eligibility framework.

Joshua Mejia is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Medtronic, and Advocates. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Jonathan Blakemore is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he served in the Air Force and the Air National Guard for a total of nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Pete Hernandez Jr. is a financial advisor with Charles Schwab based in Boerne, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior experience includes roles at USAA Investment Management Company and USAA Financial Planning Services, as well as a position at eBay. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios supported by in-house research and a formal alternative-investment platform.

Mark De Gon is a financial advisor with Raymond James & Associates in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior career includes long tenures at Merrill and Bank of America. 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, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Craig Matson is a financial advisor with Blue Dock Capital LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked as a trader since 1989. Blue Dock Capital LLC is an independent firm with a single advisor.