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.

Dianna Parker is a CFP® with 35 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. She previously spent 27 years with Lincoln Financial Advisors Corporation. In addition to her advisory work, she owns a consulting firm that provides services to the financial services industry on building and maintaining fee-based financial planning practices. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset allocation tools and investment options to construct portfolios tailored to client risk tolerance and preferences.

Kevin Vigil is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Credit Human Federal Credit Union, Wells Fargo Bank, and TCF National Bank. 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 delivers these services on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Pablo Sotomayor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Corient and Intercontinental Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, tailored to client objectives.

Cole Sixkiller is a Series 66-licensed financial advisor with LPL Financial in Seguin, TX. He has one year of industry experience and has held positions outside financial services, including roles with Paris Saint-Germain Soccer Academy and Kona Ice. 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 various advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Ronald Dawson Sr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including prior roles at Cetera, Tax and Financial, and Securian Financial Services. He has also been involved with a ranch business and owns multiple financial services-related ventures. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Christina Fallin is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, LLC and Investment Professionals, Inc. Outside of her advisory role, she is involved as an associate employee in two non-investment support companies, Outdoor Lifestyle Strategies and Springs Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brandon Oliva is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA, where he worked for over 16 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methods including AI in its investment process.

Carlton Butler is a financial advisor with Wells Fargo Clearing in New Braunfels, TX, holding a Series 63 designation and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a FINRA arbitrator and is a YouTube creator through his business, The Reflection Point. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

H Lovelace is a financial advisor with LPL Financial based in New Braunfels, TX, holding a Series 66 license and 25 years of industry experience. Prior to joining LPL Financial in 2025, Lovelace spent 18 years at Next Financial Group, Inc. and 6 years at Investment Professionals, Inc. Outside of advising, Lovelace operates a non-variable insurance business. 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, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Christine Brown is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles with Lavaca County and First Baptist Church. Based in New Braunfels, TX, she provides financial advisory services through Edward Jones. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Christine Powell is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 39 years of industry experience, including prior roles at Citigroup Global Markets and Morgan Stanley. Powell has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies, and supports over 22,800 advisors and $819 billion in discretionary assets.

Glenn Griffin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Investment Professionals, Inc., and A.G. Edwards & Sons, Inc. In addition to his advisory role, he operates a small seller business on Amazon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided primarily by independent adviser representatives.

Stacy Allen is a financial advisor with Edward Jones in Seguin, TX, holding a Series 66 designation and having four years of industry experience. Prior to joining Edward Jones, Stacy was involved with Leander 3T, LLC, a masonry and stucco business. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors. The firm offers various advisory strategies and affiliated investment products under a fiduciary standard.

Alexandra Squires is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Kevin Gray / Equitable, Ulrich Investment Consultants, and positions outside finance such as with Schlitterbahn and Texas A&M University. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Michael Blatzer is a CFP®-designated financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2007 and previously held a role at A. G. Edwards & Sons, Inc. from 2002 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and tools.

John Boroff is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. Prior to joining Edward Jones, he spent 17 years at Fidelity Brokerage Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Christopher Reese is a Series 66-credentialed financial advisor with Equitable Advisors, based in New Braunfels, TX, and has eight years of industry experience. His career includes prior work at Axa Advisors, LLC, and he was employed at Valor Christian High School for eight years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

C Sutcliff is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Wells Fargo in 2021, Sutcliff worked at UBS Financial Services from 2009 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Robert Heim is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and delivers services on a non-discretionary basis.