James Butler is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 19 years of industry experience. He has held roles within Wells Fargo Advisors and Wells Fargo Clearing since 2009. Butler serves as president of the Diocese of El Paso School Board and is treasurer of the Catholic Education Growth Fund of Texas, supporting the development of new Catholic school models. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services, utilizing proprietary research and tools to deliver tailored client recommendations.

Danielle Lichtenberger is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Charles Schwab, where she has worked since 2020, and previously held roles at USAA Financial Advisors and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advice, supported by multi-asset model portfolios and a centralized operational structure.

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.

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 and its predecessor Axa Advisors since 2000. Outside of his advisory work, Squires serves as president of Provenance Group LLC and is active in community organizations including the New Braunfels Downtown Rotary Club and the San Antonio Livestock Show and Rodeo Auction Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party program sponsors and LPL-sponsored offerings, and delivers services through a large network of investment adviser representatives.

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.

Bret Jamison is a financial advisor at Fidelity with 20 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Citigroup. Outside of his advisory career, he was involved with Pocket Fender Flares for seven years. Fidelity’s affiliate, Strategic Advisers LLC, provides a range of investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs.

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.

Ronald Dawson Sr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including prior roles at Cetera, Tax and Financial, and Securian Financial Services. He has also been involved with a ranch business and owns multiple financial services-related ventures. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

John White II is a financial advisor with Ameriprise in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Gulf Credit Union, and CUNA Mutual Insurance Society, where he worked for two decades. He is also the owner of jpwsquared LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

James Lacewell is a financial advisor at Edward Jones in Spring Branch, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a care provider for his special needs son. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.

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 financial advisor with LPL Financial based in New Braunfels, TX, holding a Series 66 license and 25 years of industry experience. Prior to joining LPL Financial in 2025, Lovelace spent 18 years at Next Financial Group, Inc. and 6 years at Investment Professionals, Inc. Outside of advising, Lovelace operates a non-variable insurance business. 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, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Robert Zito is a financial advisor with Edward Jones in Spring Branch, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Glenn Griffin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Investment Professionals, Inc., and A.G. Edwards & Sons, Inc. In addition to his advisory role, he operates a small seller business on Amazon. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided primarily by independent adviser representatives.

Matthew Hester is a financial advisor with Edward Jones in Bulverde, Texas, holding a Series 66 designation and eight years of industry experience. He previously worked at EAN Holdings from 2005 to 2018 before joining Edward Jones, where he has been since 2018. Hester serves as Vice Chairperson of the Board at the Bulverde Spring Branch Activity Center, participating in board meetings, executive director interviews, and fundraising efforts. 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 solutions supported by a large network of advisors and branch offices nationwide.

Alexandra Squires is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Kevin Gray / Equitable, Ulrich Investment Consultants, and positions outside finance such as with Schlitterbahn and Texas A&M University. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Michael Levingston is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, B. Riley Wealth Management, Riverstone Wealth Management, and Ameriprise. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.