Peggy Faulk is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2017. She serves on the Board of Directors for Jones Partners, a nonprofit affiliated with the Jones School of Management at Rice University. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management solutions with integrated brokerage, custody, and advisory services.

Michael Jordan is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and other specialized services under a fiduciary standard.

Samuel Rylander is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services since 2005. Outside of finance, he is involved with the H.E. Butt Foundation and the Texas Outdoor Education Association. He also works as a driver for Uber and Lyft on a part-time basis. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate clients, and charities. The firm utilizes model-delivery strategies and third-party discretionary portfolio management, supporting approximately 3,935 advisors and $15.5 billion in assets under management.

Christopher Thomas is a financial advisor with Edward Jones in San Marcos, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at PNC Investments and multiple BBVA affiliates spanning wealth solutions, securities, insurance, and banking from 2012 to 2022. 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 and offers a wide range of discretionary and non-discretionary advisory strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Kenneth Thigpen is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments, Inc. since 2004 and Primerica Financial Services since 2003. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Daniel Robles Jr. is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. His prior work includes roles at JPMorgan Chase Bank, N.A. and Bank of America N.A. In addition to his advisory role, he is involved in an entrepreneurial venture operating an online retail business through Amazon FBA, selling electronics and home goods. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronald Dawson Sr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. His previous roles include positions at Cetera and Tax And Financial, among others. He also owned Dawson Whitetail Ranch for 16 years. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

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 Series 66-registered financial advisor with 25 years of industry experience, currently with LPL Financial since 2025. He previously worked at Next Financial Group, Inc. for 18 years. Outside of advising, Lovelace is involved in a non-variable insurance business in New Braunfels, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and nonprofits, through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, supported by diversified strategies and advanced technologies.

Cody Dailey is a financial advisor with Edward Jones in San Marcos, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. In addition to his advisory role, he serves as a trustee for First Baptist Church in San Marcos, acting as the church’s elected representative on legal matters. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Lane Chandler is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has held positions at Raymond James Financial Services, Security Service FCU, and First Community Bank. Outside of his advisory role, he is an associate at Security Service Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consultative services using analytical tools and supports a broad advisor network, including specialized municipal and retirement plan advisory programs.

James Mcallister is a financial advisor at Equitable Advisors in San Marcos, TX, with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2004, previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he is active as a musician, singing and playing instruments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Glenn Griffin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He joined LPL Financial in 2017 after four years at Investment Centers of America. Outside of his advisory role, he is a business owner selling products on Amazon. 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 financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and a range of model portfolios.

Michael Levingston is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked for Cambridge Investment Research for 12 years before joining LPL Financial in 2024. 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 provides a range of advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology-driven investment solutions.

Robert Davidson is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential Insurance Co. of America, PRUCO Securities, NYLife Securities LLC, and New York Life. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios along with brokerage and insurance products through an integrated platform.