Diane Marcus is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Citi for 11 years and Ameriprise Financial Services for one year before joining Edward Jones in 2023. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harold Puhl Jr. is a financial advisor at Cetera with 43 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Cetera and its affiliated entity, Cetera Wealth Services, LLC, since 2013. He is also an affiliated person of Financial Network–Landmark Region, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform and various program options under discretionary and non-discretionary authorities.

James Hamilton is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, following a decade at USAA in various financial planning and advisory roles. Outside of his financial career, Hamilton serves as an Operations Officer in the Texas Army National Guard, overseeing a battery of 75 soldiers. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts within an integrated operational structure.

Clayton Munal is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation. His prior experience includes roles at Waddell & Reed Inc and various insurance carriers, as well as involvement with the Munal Partnership and BNI-Ambassadors of Success, where he served as a nonprofit board member. He is also co-owner of Texas Treasures & Unique Finds, a business related to investment activities. 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 financial planning and a range of portfolio management options supported by research and technology, operating at significant scale with over 22,800 advisors and extensive assets under management.

Stefano Rosellini is a financial advisor with Raymond James & Associates in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Before joining Raymond James in 2022, he worked for nine years with the North East Independent School District. Raymond James & Associates, Inc. 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 investors, and municipal entities, offering financial planning and consulting services through various advisory programs and leveraging a wide range of investment strategies.

Jeffery Moore is a financial advisor with LPL Financial in Schertz, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley. Outside of advising, he owns and operates Xpectmoore Delivery LLC, an Amazon Delivery Service partner company. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Yudel De La Garza is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to develop personalized financial strategies tailored to their individual goals and evolving market conditions. Yudel leverages access to Merrill's investment insights along with the banking and lending resources of Bank of America to support comprehensive wealth management. Yudel holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Universidad del Sagrado Corazon. He follows the Merrill tradition of engaging with the communities they serve and dedicates time to volunteer with local organizations. His approach emphasizes one-on-one collaboration to help clients pursue their long-term financial objectives.

Ian Buenrostro is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2012. Outside of his advisory work, he owns MR. JET, LLC, a small business based in Brownsville, TX. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options backed by Wells Fargo’s research and tools. The firm serves clients meeting a net-worth threshold with services that include retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Blue Hybner is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2020 and has been with Cetera since 2020. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that allows advisors to use affiliated and third-party model portfolios or create custom strategies.

Dennis Mainard is a CFP® with 41 years of industry experience, currently serving at OSAIC since 2024. He has previously worked at Woodbury Financial Services, Inc. for 17 years and has longstanding roles at QRS & Associates and Mainard Financial, the latter of which involves insurance activities related to life insurance and fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisers and advisory platforms. The firm employs a comprehensive investment approach using asset-allocation tools, risk assessments, and automated rebalancing across various asset classes, supporting both discretionary and non-discretionary management options.

Paul Foley Jr. is a CFP®-designated financial advisor with 29 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Ameriprise, Waddell & Reed, and River Crossing POA. He is also a managing member of The Lighthouse Team LLC, an entity formed in conjunction with his work at Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by diverse investment strategies and operational tools, overseeing over $819 billion in discretionary assets through a large network of advisors.

Kelly Welker is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 credential and 27 years of industry experience. His career includes roles at Raymond James Financial Services and Sagepoint Financial, along with extensive experience as an independent insurance sales agent. Welker is associated with Renaissance Wealth Management Group of Texas LLC, a DBA for his LPL business. 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 provides a range of advisory and brokerage services, offering financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Alfredo Castillo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, AT&T, JPMorgan Chase Bank, Charter Communications, T-Mobile USA, and KCI Wireless. 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 an ESG eligibility framework. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors.

Richard Johnson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Merrill since 1999 and also has a longstanding association with Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America’s broader financial platform.

Brian Neyland is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Cetera since 2018 and previously spent 10 years at LPL Financial. Outside of his advisory role, he is president of a commercial construction company and involved in business ventures related to group health insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, with access to multiple program structures and third-party managers.

Ty Hodges is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial since 2023. He previously worked at SPC and Sigma Financial Corporation from 2014 to 2023, and at Ameriprise from 2006 to 2014. Hodges also operates Hodges Wealth, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services utilizing multiple investment strategies and supports its advisors with advanced operational and research tools.

Margaret Walker is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Her prior experience includes a long tenure at Bank of America, N.A. Outside of her advisory role, she serves on the Board of Trustees for the United Way of San Antonio and is Vice Chairman and Endowment Campaign Co-Chair of the Witte Museum. She is also a board member of Saint Luke's Episcopal School’s Endowment Board and acts as a guardian of an incapacitated person. 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 model-based and discretionary investment strategies for a diverse client base including individuals, institutions, and charitable organizations.

Phillip Jackson is a financial advisor with LPL Financial in San Antonio, TX, holding the Series 66 designation and possessing nine years of industry experience. He previously worked at Edward Jones and Sigma Planning Corporation before joining LPL Financial. Outside of his advisory role, he has been a volleyball coach with the Alamo Volleyball Association since 2011. 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 portfolios, third-party asset management, and retirement advice, supported by extensive operational tools and a large network of advisors.

Andrew Becerra is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America. Outside of his advisory work, he participates as a bass player in the worship teams at Familia Church and Summit Christian Center, and works as an Uber Eats driver. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carolyn Abshier is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked previously with Waddell & Reed, Inc., various insurance carriers, and ran The Lighthouse Team LLC. Her other business activities include managing a non-variable insurance entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by both proprietary and third-party investment strategies.