Jocelyn Cates is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Investment Professionals Inc from 2013 to 2017. She holds the Series 66 designation and operates out of San Antonio, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tucker Azar is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. His prior work includes roles in various businesses such as Site Works Texas, Bondoc Roofing, and Azar Family Brands. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad array of financial solutions.

James Jahnsen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 30 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since 1995. Outside of his advisory role, he is involved in several family businesses including a bed and breakfast and an automotive repair shop, and serves as a trustee for the Jahnsen Family Foundation, which supports nonprofit causes and scholarships. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning engagements using firm-approved analytic tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Benjamin Hickman is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and also serves in the Texas Army National Guard, where he has been active since 2003. 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 operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Ray Patterson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior experience includes nine years at Wells Fargo Clearing and ten years at Citigroup Global Markets. He holds ownership stakes in two San Antonio-based financial firms, Hughston Financial, LLC and Patterson Breig Wealth Partners LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and written summaries, with implementation options available through brokerage or advisory programs.

Jennifer Owen Wnuk is a financial advisor with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management, combining institutional trading capabilities with wealth management services.

James Butler is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Butler is involved in community activities, serving as president of the Diocese of El Paso School Board and as treasurer of the Catholic Education Growth Fund of Texas. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm combines proprietary research and planning tools with multiple compensation and referral channels across its network.

Eric Schneider is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses with six years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at USAA, Gold's Gym, and Target. 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 integrates quantitative and qualitative research with forward-looking capital market assumptions and includes a framework for ESG eligibility.

Jose Velasco is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation with Axa Advisors, LLC. Outside of his advisory work, he serves as a trustee for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with various advisory programs, utilizing both proprietary and third-party investment solutions.

Carlos Lopez is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Bank of America, Merrill, and USAA Trust Services. Outside of his advisory work, he is co-owner of a real estate rental 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 financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jacqueline Cantu is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Equitable Advisors for one year and spent over a decade employed by the Southside Independent School District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a manager solutions team.

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.

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.

Paul Lewis is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with UBS Financial Services and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances.

Ben Pruett is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2001. He has been with Fidelity Investments since 1993, beginning as a Financial Representative III before advancing to his current role. With over two decades of experience at the firm, he works with clients to assist them in pursuing their financial goals. Ben emphasizes building long-term relationships with his clients and their families, recognizing that each client has unique circumstances and needs. He utilizes the breadth of resources available at Fidelity to support his clients effectively. No information about his education, credentials, personal interests, or community involvement has been provided.

Jose De Alba De La Garza is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at CitiGroup Global Markets Inc, Victory Capital Advisers, Inc., and USAA Financial Advisors, among others. Outside of finance, he is a partial owner of Military Aircraft Parts of San Antonio, a business selling aircraft parts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates quantitative and qualitative due diligence and may include ESG eligibility criteria.

Michael Tierney is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Investments and Wells Fargo Clearing for a combined total of over 20 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kassandra Gonzalez is a financial advisor with J.P. Morgan Securities in San Antonio, TX. She holds Series 63 and Series 65 licenses and has two years of experience at J.P. Morgan Securities, following eight years at JP Morgan Chase. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers 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.

Angel Barra is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets, Victory Capital Management, and JPMorgan Chase Bank. Outside of his advisory role, he works as a rideshare driver for both Uber and Lyft. 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 blends quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Roberto Rivera is a financial advisor at UBS Financial Services based in San Antonio, TX. He holds the Series 63 and Series 65 designations and has one year of industry experience. Prior to joining UBS, he held positions including roles at CS Diana Martinez LLC and Texas A&M International University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.