Bryan Drayton is a financial advisor with Ameriprise in Schertz, Texas, holding a Series 66 designation and one year of industry experience. He previously worked at Drayton Realty and Energy Transfer. He is also involved in a dual employment arrangement with RBFCU through the AFIG Channel. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gilbert Castillo Jr. is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. His prior roles include positions at American Funds, SWBC, and USAA financial planning services. He is also the managing director of Altus Consulting Group LLC, where he is involved in sales and marketing of fixed annuities, securities, and investment advisory products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

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 with Charles Schwab in New Braunfels, TX, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank, SSB since 2018. Faulk serves on the Board of Directors of Jones Partners, a nonprofit affiliated with Rice University's Jones School of Management. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and uses multi-asset model portfolios supported by its Schwab Center for Financial Research.

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 Series 66 licensed financial advisor with Edward Jones in Schertz, TX, bringing nine years of industry experience. He has been with Edward Jones since 2017 and previously held roles at Millennium Exploration, The Champion Group, and Bluebonnet Motors. 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 investment solutions including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Matthews is a CFP®-certified financial advisor with 22 years of experience, currently practicing at Ameriprise since 2021. His prior roles include positions at Broadway Wealth Solutions, Securities America, and SWBC Investment Services. He also maintains outside employment as a financial advisor with Randolph Brooks FCU. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team in partnership with client advisors.

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 at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Victory Capital Management and USAA Financial Planning Services. He is based in New Braunfels, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Cedric Edwards Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 22 years and Stifel Independent Advisors for four years before joining LPL Financial. Edwards has a side business involved in investment-related activities through MC Edwards Investments LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and 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 licenses and 13 years of industry experience. He previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank before joining Edward Jones in 2017. 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.

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.

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.

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.

Diane Marcus is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Citi for 11 years and Ameriprise Financial Services for one year before joining Edward Jones in 2023. 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, operating under a fiduciary standard.

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 with LPL Financial in Schertz, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley. Outside of advising, he owns and operates Xpectmoore Delivery LLC, an Amazon Delivery Service partner company. 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, third-party asset management, and institutional platforms, supported by 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.

Dianna Parker is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Osaic since 2025. She spent 27 years with Lincoln Financial Advisors Corporation prior to joining her current firm. Outside of advisory work, she owns a consulting business that provides services to the financial services industry focused on building and maintaining fee-based financial planning practices. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, Unified Managed Accounts, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and efficient frontier analysis.