Stanley Cunningham is a financial advisor with Edward Jones in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 43 years of industry experience. He has been with Edward Jones since 1982. Cunningham is involved with a charitable organization in New Braunfels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Brian Thompson is a financial advisor at Edward Jones in San Antonio, TX, with four years of industry experience. He previously worked at Wells Fargo for nine years before joining Edward Jones in 2022. Thompson holds the Series 66 designation. 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, along with affiliated mutual funds and fiduciary advisory services.

Jared Rawson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Charles Schwab and USAA. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Noah Acevedo is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing sophisticated financial strategies to address diverse client needs throughout their financial lifetime. With a focus on family wealth management, LGBT wealth planning, personal retirement planning, and managing new wealth, Noah offers comprehensive guidance that includes wealth management, education and retirement planning, banking services, credit and lending solutions, as well as business-related financial strategies. Noah has been a financial advisor since 1996 and has been active in the financial services industry since 1984. He holds a Master’s and a Bachelor’s degree from the University of the Incarnate Word. He is a fully registered Senior Financial Advisor with multiple FINRA registrations (Series 7, 6, 63, and 65), holds a Health, Life, and Long Term Care Insurance License, and is a licensed Personal Investment Advisor (NMLS# 620721). Fluent in both English and Spanish, Noah emphasizes a collaborative planning approach tailored to help clients pursue their financial goals. In addition to his professional responsibilities, Noah participates in community volunteering inspired by Merrill Lynch’s tradition of community involvement. His personal interests include reading, traveling, and writing.

Felipe Sanchez is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies from 2010 to 2021. Sanchez is involved in a business entity, Pharos Wealth Strategies, which operates as a DBA related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by internal and third-party research, along with various innovative portfolio management options.

Stephen Breig is a Certified Financial Planner® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo Advisors and its predecessor entities since 2014. Breig owns and operates Breig Wealth Partners, LLC, an investment-related business based in San Antonio, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Michael Jones is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including NEXT Financial Group, CUSO Financial Services, Cetera Advisors, and Mtj Wealth Management. 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 a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Tony Dolan is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016, advancing through roles such as Investment Consultant and Financial Consultant before his current position starting in 2025. Prior to Fidelity, Tony held various roles in financial advisory and wealth management at USAA from 2009 to 2016 and served as Regional Consultant at ING Funds from 2006 to 2009. With over 20 years of experience in financial services, Tony focuses on guiding individuals, families, and professionals in tax-efficient investing, retirement planning, and wealth protection. He emphasizes a personalized approach by understanding client goals and developing tailored strategies for building, preserving, and transferring wealth. Tony holds an AR Insurance License. Outside of his professional work, Tony enjoys outdoor activities such as beach visits, football, photography, traveling, and exploring culinary interests as a foodie.

Aleta Baggett Johnson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2011. Based in San Antonio, TX, her career is solely within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Justin Quillen is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Ameriprise since 2018, following an 11-year tenure at LPL Financial and a brief period at Investment Professionals, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored recommendations.

Zachary Noble is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works closely with clients to understand their full financial picture and develop flexible plans that adapt to changing market conditions, providing access to investment insights and banking solutions. His expertise includes divorce transition planning, legacy planning, liquidity management, personal retirement planning, sports and entertainment, and retirement income. Zachary focuses on building long-term relationships based on trust and transparency to help clients pursue their financial goals. Zachary holds a Bachelor's Degree from Stephen F. Austin State University and the Professional Investment Advisor (PIA) designation. Outside of work, he enjoys outdoor activities such as hunting, fishing, golfing, hiking, and following baseball and football. He also appreciates art, music, and film.

Andres Ligarde is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at Ibc Bank, La Piazza, and Blackshiip. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Roberto Cantu is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, Inc., Investment Professionals Inc., Sigma Financial Corporation, and Spc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Cesar Canizalez is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with MML Investors Services since 2013 and concurrently affiliated with Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he is also engaged as an insurance broker providing life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships that utilize firm-approved software to analyze client goals and deliver written recommendations.

Nicholas Anthony is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 2011. He has been involved in the financial services industry since 1985. In his role, Nicholas leverages the investment resources of Merrill and the banking services of Bank of America to assist clients with comprehensive financial planning and wealth management. As a qualified Portfolio Manager within Merrill's Investment Advisory Program, Nicholas focuses on developing tailored investment strategies for high net worth individuals and business owners. He manages Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks, bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment options. His client service approach emphasizes teamwork and active client involvement, aiming to provide dedicated guidance throughout the wealth management process. Nicholas holds a bachelor's degree in Finance from Iowa State University and has earned the Personal Investment Advisor (PIA) designation. His expertise includes family wealth management, legacy and philanthropic planning, retirement strategies, business financial planning, and portfolio management services.

Luke Humble is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Avior Wealth Management and Genesis Wealth Management, as well as entrepreneurial activity as owner of Scooply LLC, a pet waste removal service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, brokerage services, and integrates model portfolios and research with discretionary and non-discretionary management options.

James Beaulieu serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2017. He works with affluent families to co-create comprehensive financial plans and develops individualized strategies aimed at helping them achieve their financial aspirations. His practice includes meeting clients in various settings, including in-office, remote, virtual, and by phone. James's professional approach is characterized by his dedication, authenticity, and a focus on making a positive impact in the lives of those he works with. Additional details about his education, credentials, personal interests, or community involvement have not been provided.

Spencer Erdman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Penn State Health and served in the Pennsylvania Army National Guard. Outside of his advisory role, Erdman is a co-owner of Legacy Equine and Livestock Farms, where he is involved in raising livestock, horse boarding, and equine activities. J.P. Morgan Securities provides institutional consulting services to institutional clients, offering asset allocation advice, investment manager searches, and customized performance reporting, with advisory services integrated alongside affiliated brokerage and investment management capabilities.

Donovan Fikes is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2000. Outside of advisory work, he consults on spinal cord injury life issues based on over two decades of personal experience as a quadriplegic. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to client goals.

Silvia Salle is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2015. Outside of her advisory role, she is an owner of a family rental property business. 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 institutional investors.