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 financial advisor with LPL Financial, holding CFP® and Series 66 credentials and having 20 years of industry experience. He worked at Spc and Sigma Financial Corporation from 2014 to 2023 before joining LPL Financial. Outside of his advisory role, he is involved with Hodges Wealth, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

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 at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Edward Jones. Outside of his advisory role, he has been a volleyball coach with the Alamo Volleyball Association since 2011. LPL Financial serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support discretionary and non-discretionary asset management.

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 with LPL Financial in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at The Lighthouse Team LLC, David Ballard, and Waddell & Reed, Inc. She has also operated a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Simon Wright is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, The Cliffs, and &Partners/Indigo Advisors &Partners. J.P. Morgan Securities LLC 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 customized investment advice delivered on a non-discretionary basis.

David Griffiths is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities since 2018, following roles at J.P. Morgan Chase Bank, Wells Fargo Insurance, and Wells Fargo Clearing. 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 applying an ESG eligibility framework in its investment recommendations.

Daniel Salazar is a Series 66-licensed financial advisor with UBS Financial Services in San Antonio, Texas, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is the proprietor of MTSA Property Group LLC, which focuses on real estate investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Andres Garza is a financial advisor at Raymond James Financial in San Antonio, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Security Service Federal Credit Union and Security Service Investment Group, as well as experience outside finance at companies such as Uber and Titan Factory Direct. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services for a broad client base including individuals, institutions, and charitable organizations. The firm uses analytical tools for non-discretionary planning tailored to client goals and supports municipal and public finance services through a municipal advisor affiliation.

Clinton Godfrey is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Ameriprise Financial and Citigroup/Citibank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Alec Hrynyshyn is a financial advisor at UBS Financial Services with one year of industry experience. He has been with UBS since 2020 and holds a Series 66 designation. Prior to his advisory role, he was affiliated with the University of Colorado-Boulder from 2013 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions and research to tailor financial plans and portfolio management services to clients’ goals and risk tolerances.

Betty Vargas is a CFP® professional with 39 years of experience in the financial services industry. She is currently with LPL Financial and has held roles with Waddell & Reed, Inc. and various insurance carriers over her career. Vargas is also a partner at Financial Wellness Solutions, where she is involved in tax preparation and planning. LPL Financial is an SEC-registered investment adviser and broker-dealer providing services to individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Julian Serna is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 licenses and 8 years of industry experience. His prior roles include positions at Citigroup, Ameriprise Financial Services, CUNA Brokerage Services, and Randolph Brooks Federal Credit Union. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Prashant Sahni is a financial advisor at Fidelity with seven years of industry experience and holds a Series 66 designation. He has worked at firms including Victory Capital Services and USAA Financial Advisors. Outside of his advisory role, he is a partner at Alamo Preferred LLC, involved in buying, rehabbing, and renting single-family properties. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies.

Nicholas Gamez is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Donald Franks is a CFP®-certified financial advisor with 39 years of industry experience, currently serving at Charles Schwab in San Antonio, TX. He has worked at Charles Schwab and Charles Schwab Bank since 2021 and previously held roles at USAA Life Insurance Company, USAA Investment Services Company, and USAA Financial Advisors, Inc. from 2012 to 2021. Charles Schwab & Co., Inc. serves a large clientele primarily composed of 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody, brokerage, and research resources.

Alexander Schwarz is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at DVI Global, LLC from 2016 to 2017. Outside of his advisory role, Schwarz owns a 40-acre farm in Kansas. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of investment and brokerage services.

Grace An is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has prior experience in education, having worked at Texas Christian University and Mustang High School. 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 individuals, high-net-worth clients, and institutions.