David Steubing is a financial advisor with Thrivent Investment Management in San Antonio, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he occasionally negotiates water leases with farmers, water systems, and businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option while maintaining separate services.

Raul Barcenes is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan in 2024, he held roles in asset management and education. Outside of his advisory work, he provides tutoring services independently and through Varsity Tutors, helping students prepare for certification and securities exams, and he also offers music consulting through a private business. 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.

Grant Cherry is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing Wells Fargo research and tools, with tailored recommendations delivered through meetings and client summary letters.

Jon Taylor III is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked at Platinum Wealth Solutions since 2020 and previously at Reata Real Estate Services and the University of the Incarnate Word. His other business activities include sales and marketing of fixed annuities and non-variable insurance products. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to construct and manage portfolios that may include a broad spectrum of investment products.

Dylan Cobb is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. He has previously worked at New York Life and American Income Life and has been involved with Superlative Formulas since 2019 as well as Darin Cobb Construction for ten years. 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 and applying an ESG eligibility framework in its recommendations.

Lurdes Coats is a Series 66-credentialed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors in San Antonio, TX. Her career includes roles at Merrill, Raymond James & Associates, and Diez and Crane Attorneys. Outside of her advisory work, she is involved in managing a rental property in Brownsville, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and tools to support tailored client recommendations.

Thomas Davila II is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and 30 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he established Revolution Wealth Management Insurance Agency, through which he sells non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Edgar Paul is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. 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. The firm delivers these services through a select group of Wealth Advisors, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Hector Meneses is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2010 and has worked with UBS International Inc. since 2004. Outside of his advisory role, he is the proprietor of MTSA Property Group, LLC, where he manages real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Nicholas Olivares is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. He has been with Mass Mutual Investors Services since 2021 and has also worked at MassMutual Life Insurance Company since 2020. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to support planning and offers various programs including asset management and educational seminars.

Oscar Balderrama is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of San Antonio for eight years before joining Edward Jones in 2017. Outside of his advisory role, he is involved in multiple real estate ventures, serving as managing member or member of several real estate companies in the San Antonio area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Morgan Hammer is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones in 2023, Morgan worked at PAM Health and Insight Global and has held various roles in real estate and hospitality. Outside of financial advising, Morgan serves as County Commissioner for Hays County Precinct 3, overseeing county facilities, budgeting, and public services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and offers overlay and tax-efficient services under a fiduciary standard.

Irving Tochez Salinas is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. He has worked at UBS since 2019 and previously held roles in legal and research settings, including The Law Office of Ed Goldner and Galloway Research. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management offerings such as fee-based financial planning and portfolio management. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Kinnan Seamster is a CFP® professional with 10 years of industry experience, currently advising at Ameriprise Financial Services LLC. His prior roles include positions at Edward Jones, Assured Benefit Administrators, Principal Life Insurance Company, and Princor Financial Services Corporation. He is also engaged in independent insurance brokering related to health and universal life products. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant 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 entities.

Norman Wright is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008 and is currently affiliated with Clifton ISD. His other business activities include the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

William Hrynyshyn is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at UBS Financial Services since 2009. He is a partner in an LLC offering leadership and personal development coaching and serves as executive director of a 501(c)(3) charity focused on supporting foster children, domestic abuse victims, and the homeless. His professional activities also include managing and distributing funds for charitable causes and providing coaching related to business growth and brand management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances.

Nicolas Mcnabb is a financial advisor with Thrivent Investment Management in San Antonio, TX, holding a Series 66 license and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Mcnabb serves as a board member for Junior Achievement of South Texas, focusing on motivating youth toward career success and financial literacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services through a consolidated billing option called “WealthPlan,” maintaining separate planning and portfolio management functions.

Richard Rose II is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial in San Antonio, TX, having previously worked extensively at USAA and its affiliates from 2007 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial services, including discretionary and non-discretionary management supported by in-house and third-party research.

Anahi Marcos Salvador is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley, Salvador worked at Charles Schwab & Co., Inc. and State Farm Insurance Companies. She has also held roles with Catholic Charities Fort Worth and Oportun Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach involves structured discovery conversations and firm-approved planning tools, supporting clients in implementing and updating their plans.

Jason Peet is a financial advisor with LPL Financial in San Antonio, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at J.P. Morgan Securities and has diverse experience including roles at Uber and Equitable Advisors. Outside of advising, he has worked as a rideshare driver. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, utilizing both discretionary and non-discretionary approaches.