Luke Peretti is a Series 66-licensed financial advisor with Fidelity Investments in San Antonio, TX. He has experience working at several firms, including Prolific and Hilltop Securities, and has held roles outside finance, such as with Aggieland Executive Transportation and Texas A&M University. He occasionally conducts research studies outside his primary advisory duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies across various investment vehicles.

Jeremy King is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds a Series 66 designation and has nine years of industry experience, including nine years at Morgan Stanley prior to joining J.P. Morgan in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Carey Moy is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Mass Mutual Investors Services. Moy is the patent holder and silent partner of a company that produces a patented promotional and retail product. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Richard Weld II is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Frost Bank for four years and at Rackspace Hosting for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Paul Barton is a financial advisor with Edward Jones in Spring Branch, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for 18 years at Novartis Pharmaceuticals Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets nationwide.

Luis Pinto Jr. serves as a Private Wealth Advisor at Merrill Private Wealth Management, where he specializes in International Wealth Management, Legacy Planning, and Portfolio Management Services. He works with corporate executives, entrepreneurs, and family offices, focusing on helping them achieve their financial goals through integrated strategies, especially in managing cross-border currency exposure and complex financial instruments. Luis began his career at Merrill Lynch in 1998, spent six years at UBS, and returned to Merrill Lynch in 2010. He holds a Bachelor of Business Administration degree from St. Mary's University and professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Luis is a member of the Investment Management Consultants Association and is qualified as a Portfolio Manager. Fluent in English and Spanish, Luis has a personal interest in adventure sports, basketball, boxing, hunting, music, soccer, traveling, watching movies, and spending time with his family.

Manuella Shomba is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her prior work includes multiple roles at J.P. Morgan Securities LLC and positions at Rose-Hulman Institute of Technology. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team, offering a broad range of strategies including ESG considerations.

Carlos Benavides Jr. is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Merrill, Citigroup Global Markets, and Chase Investment Services Corp., with over a decade at both LPL Financial and IBC Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Stephen Murphy is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2012, with prior experience at Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to various registered investment companies and utilizes systematic methodologies and AI tools in portfolio management.

Joshua Velasquez is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and currently has one year of industry experience. Prior to joining Wells Fargo, he worked at UniFirst Corporation for eight years and was involved with the E-Train Baseball Organization for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Matthew Kim is a financial advisor at J.P. Morgan Securities in San Antonio, TX, with 18 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior roles include positions at USAA, Peyton Resource Group, Chase Wealth Management, and LPL Financial. Outside of his financial career, he is a bassist and vocalist in an 80's New Wave cover band called V3rtigo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s program focuses on written asset allocation advice, manager and fund searches, and customized performance reporting, combining quantitative screening and qualitative research within a non-discretionary framework.

Wendy Russell is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 credential and 14 years of industry experience. Her prior roles include extensive tenure at USAA 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 portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology but relying on human discretion for investment decisions.

Mason Sommer is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. He is also the owner of two investment-related business entities in Oklahoma City. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services covering various financial needs and integrates advisory services with other financial products and referral channels.

Karla Orduna is a financial advisor at UBS Financial Services in San Antonio, TX, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. Outside of her advisory role, she manages two residential rental properties in San Antonio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Camille Holland is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than 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.

Jesse Jaco is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work history includes positions at Frost and Wells Fargo Bank. He also operates Jaco Strategies LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Reynaldo Castro Jr. Jr. is a financial advisor at UBS Financial Services with 37 years of industry experience. He has held positions at UBS Financial Services since 2010, following roles at UBS International Inc. and Cetera Investment Services LLC. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the proprietor of KREY Retreats LLC, a ranch land holding company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations.

Cesar Lopez Solorzano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously held positions at Wells Fargo Bank and UPS. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence with quantitative and qualitative research, incorporating an ESG eligibility framework and offering a range of portfolio services through affiliated entities.

Ashley Chapman is a financial advisor at Wells Fargo Advisors with a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked at Wells Fargo Advisors PCG and Praxis Benefits. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis, using Wells Fargo research and planning tools.

Emily Persyn is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and having 19 years of industry experience. She has been with Equitable Advisors since 2007, including its prior operation as Axa Advisors, LLC. Persyn serves as a board member of the Northside Education Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.