Dana Rovira is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Ameriprise in New Braunfels, TX since 2020. Prior to Ameriprise, she worked at Investment Professionals, Inc. for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Joseph Pyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2003. 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, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and consulting services that are typically non-discretionary, supported by a range of portfolio management styles and affiliated research.

Kenneth Wolber is a financial advisor with Raymond James Financial Services Advisors, Inc. in Seguin, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at USAA for nine years before joining Raymond James in 2020. Wolber is also the sole owner and president of Kenneth Wolber & Company, Inc., an S Corporation that handles his payroll, accounting, and tax record-keeping. 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, pensions, corporations, and institutional clients. The firm uses analytical tools and modeling to tailor non-discretionary planning and consulting to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Oscar Elizalde III is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at American Income Life and held various roles in education and other sectors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Stanley Cunningham is a financial advisor with Edward Jones in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 43 years of industry experience. He has been with Edward Jones since 1982. Cunningham is involved with a charitable organization in New Braunfels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Michael Jones is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including NEXT Financial Group, CUSO Financial Services, Cetera Advisors, and Mtj Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Elsa Cranford is a financial advisor with Edward Jones in Garden Ridge, TX, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Radi Zapryanov is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets. The firm is notable for its large retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Leal is a financial advisor with LPL Financial in New Braunfels, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He previously worked at Investment Centers of America, Inc. from 2013 to 2017 before joining LPL Financial, where he has been since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Rebecca Brown is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2017 and previously was involved with The Sipp on South Lamar and The Daily Mississippian. Brown serves as Treasurer for The New Braunfels Jaycees, managing the organization’s budget and philanthropic efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers various advisory programs and investment solutions, managing over $1 trillion in assets with a large network of advisors and branches nationwide.

Shelly Rolf is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Ameriprise, CapFinancial Securities LLC, CapFinancial Partners LLC (CAPTRUST), and CUNA Mutual Group. Ameriprise offers a retirement-income planning service for clients typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Ferguson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work history includes roles at Northwestern Mutual, 4Life Wealth Advisors, and work outside the financial industry at Rebels Bar and Draft, as well as positions during his time at Texas A&M University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing research and model portfolios to support discretionary and non-discretionary management strategies.

Santanna Moody is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, Moody worked at NYLIFE Securities LLC and New York Life Insurance Company from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Priscilla Shuster is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 advisors and offers a range of advisory strategies, including tax-efficient services and proprietary investment options.

Michael Schepp is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Mueller Inc., TaskUs, and Desert De Oro, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Richard Walters Jr. is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022, with prior roles at The Vanguard Group and the Arizona State Retirement System. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Michael Mullins Sr. is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has held principal roles at Mullins & Timmermann, P.C. and Mullins & Associates PC. In addition to his advisory work, he operates a CPA practice offering tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both in-house and third-party sources.

Kenneth Martin is a Series 66-credentialed financial advisor with Edward Jones, based in Seguin, TX. He has 19 years of industry experience and has worked at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Nash is a financial advisor with LPL Financial in New Braunfels, TX, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Roger Simmons is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2004. He is based in New Braunfels, TX, and also performs as a French horn player with the Corpus Christi Symphony, Austin Lyric Opera, and occasionally with the Austin Symphony. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.