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.

Stephen Walker is a financial advisor at LPL Financial with 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Securities America Inc., WFG Advisors, LP, and Williams Financial Group. Outside of advising, he is involved as a co-owner and business owner in several entities unrelated to investment advisory. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and technologies including machine learning.

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.