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 Wealth, Inc. based in Boerne, Texas, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Securities America Advisors, Securian Financial Services, and Planto Roe Financial Services. He is also principal of Symmetry Financial Solutions, where he introduces insurance products primarily for estate planning and protection purposes. Osaic Wealth, Inc. serves a diverse client base including retail, institutional, and high-net-worth investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment platforms and managed accounts.

Darron Bergstrom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, Bergstrom serves as treasurer of the Rotary Club of Boerne and holds a secretary-treasurer position with the Corpus Christi Firefighters Retirement System. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using a variety of portfolio management and model-based solutions.

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 CFP® with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at AIG Capital Services, American General Life Insurance, and Saybrus Equity Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Robert Cline Jr. is a financial advisor with Equitable Advisors in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he owns and manages an accounting practice where he prepares and reviews tax returns. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Ivan Valadez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.