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.

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.

Christine Powell is a financial advisor with LPL Financial in McQueeney, Texas, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. She has been with LPL Financial since 2010 and previously worked at Independent Financial Partners from 2010 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from LPL Research and third-party subadvisors.

Steve Rocha II is a financial advisor with Edward Jones in Universal City, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at USAA for six years. He serves on the board of the Converse Animal Shelter Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a wide range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

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.

Stacy Allen is a financial advisor with Edward Jones in Seguin, TX, holding a Series 66 designation and having four years of industry experience. Prior to joining Edward Jones, Stacy was involved with Leander 3T, LLC, a masonry and stucco business. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors. The firm offers various advisory strategies and affiliated investment products under a fiduciary standard.

Alexandra Squires is a financial advisor at Equitable Advisors with one year of industry experience. Her background includes roles in financial services client support and various positions outside the advisory field. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance, and third-party asset management solutions. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing program sponsors and third-party managers to deliver advisory and brokerage services.

Michael Blatzer is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2007. He operates out of New Braunfels, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisers. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Douglas Ternan is a financial advisor with Edward Jones in Universal City, TX, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He worked at Lincoln Financial Distributors, Inc. for 18 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

John Boroff is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Edward Jones and previously worked at Fidelity Brokerage Services LLC for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Christopher Reese is a financial advisor with Equitable Advisors in New Braunfels, TX, holding a Series 66 designation and bringing eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC. Outside of finance, he was involved with Valor Christian High School for eight years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerance.

C Sutcliff is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Wells Fargo in 2021, Sutcliff worked at UBS Financial Services from 2009 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Robert Heim is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2014. 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. The firm applies an ESG eligibility framework in its investment recommendations and delivers services on a non-discretionary basis.

Yvonne Maniez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. She has been with J.P. Morgan entities since 2012, including roles at JPMorgan Chase and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Craig Neeley is a financial advisor at Edward Jones in New Braunfels, TX. He holds the Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he served in the United States Army and the Texas Army National Guard from 2004 to 2026. 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 and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Cesar Gonzalez is a financial advisor with Morgan Stanley in Seguin, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides planning services using structured discovery processes and advanced modeling tools.

Troy Halfmann is a financial advisor at Edward Jones in Seguin, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked with Peaceful Valley Donkey Rescue and Flex Fit Gym. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Nathan Reneau is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior roles include positions at Cetera Wealth Services, LLC and VOYA Financial Advisors. Reneau is also a licensed CPA and attorney who provides tax advice, prepares tax returns, and assists clients with estate planning and the preparation of legal documents. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.