Clark Pantel is a CFP® with 12 years of industry experience, all with Edward Jones since 2014. He is based in New Braunfels, TX, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds under a fiduciary standard.

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.

Kristy Kirkland is a financial advisor at Edward Jones with 13 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derrick Hall is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he had brief roles at Millennium Exploration, LLC, The Champion Group, Inc., and Bluebonnet Motors. 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, supported by a large network of advisors and branch offices nationwide.

Matthew Bauer is a financial advisor at Edward Jones in Schertz, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at KGI Wireless, Primerica Financial Services, Texstar Enterprises, GW Communications, and Verizon Communications. Outside of his advisory work, he serves as the Senior Umpire for the Buffalo Valley Youth Association, organizing softball umpire schedules and officiating games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Jorge Camero is a financial advisor with J.P. Morgan Securities in New Braunfels, TX, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Victory Capital Management, Uber, and The Prudential Insurance Company of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with affiliated brokerage and investment management capabilities, offering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Cedric Edwards Sr. is a financial advisor with LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 22 years and Stifel Independent Advisors for four years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.

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.

Brandon Allen is a financial advisor with Edward Jones in Seguin, TX, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. 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, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Mark Squires is a financial advisor with Equitable Advisors in New Braunfels, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2000 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he is active in the New Braunfels Downtown Rotary Club and serves on the San Antonio Livestock Show and Rodeo Auction Committee. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to clients.

Steven Alyea is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise in 2026. Outside of his advisory role, Alyea owns and operates a small cow/calf ranch in Leesville, Texas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored, tax-aware withdrawal strategies and ongoing annual advice.

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.

Jeffery Moore is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services Inc. Outside of his advisory role, he is the owner and president of Xpectmoore Delivery LLC, an Amazon delivery service partner company. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technologies such as machine learning to support diversified investment strategies.

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 financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he has worked in several roles including positions at Paris Saint-Germain Soccer Academy and PropHouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, third-party research, and various investment strategies.

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.