Christopher Stewart is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial, he worked at Cetera Investment Services and Zions Bank. He serves on the Trinity University San Antonio Alumni Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of investment strategies.

Reynaldo Davila Jr. is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliate Morgan Stanley Smith Barney since 2013. Based in San Antonio, TX, he focuses on wealth management within a large institutional firm. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates various investment strategies, including relationships with investment companies and private funds.

Walter Hayne is a Senior Financial Advisor at Merrill Lynch Wealth Management with three decades of experience spanning wealth management, commercial and private banking, valuation, strategy, and transactional mergers and acquisitions. He co-founded Hayne Moon & Associates and works closely with business founders, corporate executives, and families with assets in energy, investment markets, and real estate. Walter assists clients in navigating complex financial challenges, including diversification, tax-efficient wealth structuring, liquidity management, and legacy planning. He also provides clients with access to Bank of America, N.A.'s resources in investment banking, financing, and cash management solutions. Walter holds a Bachelor’s degree in History from Williams College and an MBA in Finance from Southern Methodist University’s Cox School of Business. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He manages discretionary portfolio strategies that may incorporate individual securities, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches. In addition to his professional responsibilities, Walter has served on the boards of various charitable and civic organizations in San Antonio and the surrounding area. He lives in San Antonio with his wife and four children. His personal interests include biking, fishing, golfing, hiking, hunting, music, racquetball, skiing, spending time with family, and tennis.

Mary Patricia Douglass is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience at PlainsCapital Bank and has held various roles connected to the University of Texas at Austin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Jeffrey Wright is a Certified Financial Planner (CFP®) with 17 years of industry experience. He currently works at Morgan Stanley in San Antonio, TX, having held roles at Morgan Stanley Private Bank, Victory Capital Management, and Financial Engines Advisors, among others. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Rosanna Bragdon is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including Morgan Stanley, Cambridge Investment Research Advisors, and Wells Fargo Advisors. Prior to her financial services career, she was associated with the Department of Defense and has experience in educational settings. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Donald Thayer is a CFP® professional with 25 years of industry experience, currently serving at Charles Schwab since 2020. He previously worked at USAA Investment Management Company and related USAA financial services entities from 2013 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships alongside discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Rodney Lewis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Lewis is also affiliated with a financial services firm under the name Financial Network - APE Financial and works as an insurance agent selling life, disability, and annuities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management services and operates as a multi-manager platform with access to affiliated and third-party managers across multiple investment programs.

Jacob Flach is a Wealth Management Advisor with Tramontano & Associates, where he has served since 2017 following a 17-year tenure at USAA. He specializes in developing and implementing wealth and planning strategies designed to build and preserve wealth for his clients. Jacob focuses on providing a comprehensive, client-centered approach that addresses various facets of financial management, including portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services through Bank of America, and risk management planning. Jacob holds a bachelor's degree in accounting from the University of Texas at San Antonio and an MBA from the W.P. Carey School of Business at Arizona State University. He is a Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), and Certified Investment Management Analyst (CIMA). His client services include areas such as college education planning, divorce transition planning, legacy planning, personal retirement planning, small business strategies, investment strategy, tax minimization, and retirement income. He has also been involved in community activities, including serving as a past board member of SA basiC ministries Inc. Outside of his professional role, Jacob enjoys biking, cooking, golfing, hiking, running, softball, traveling, and spending time with his wife and two children around San Antonio.

Michael Medlin is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses and with 26 years of industry experience. His prior work includes roles at USAA Financial Advisors and Usaa Investment Management Company. He also works as a food delivery driver for services like Uber Eats and DoorDash on a limited basis outside of trading hours. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with integrated brokerage, custody, and financial planning services.

Christopher Calvo Jr. is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at Charles Schwab Bank, Schwab, USAA Investment Management Company, and USAA Financial Advisors. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, due diligence on alternative investments, and a centralized operational structure.

Jacob Hackler Roy is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Conn's Home Plus and Target Corporation. Roy is also associated with World Financial Group and SmartPro Financial in related advisory roles. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a variety of portfolio management strategies and platform options tailored to client objectives.

Kevin Oliver is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Victory Capital Services, Millennium Group, and JPMorgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of advanced technologies in research, and its registration as a commodity pool operator.

Jesse Travis is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge since 2016. Outside of his advisory role, he serves as a board trustee for the Witte Museum and is an associate pastor at a religious organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options across multiple platforms and combines proprietary and third-party strategies tailored to client objectives.

Joe Jasso is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, and USAA Investment Management Company. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Evan Immenschuh is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Structure Tone Southwest, and Tecovas, as well as a background in education services and lawn care. 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.

Ana Robinson is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006, totaling 20 years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

David Clapp is a financial advisor at Edward Jones in San Antonio, TX, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katrina Bell is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisor Inc., and Citibank. 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 affiliated managed-account and financial planning services. The firm’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, multi-asset model portfolios, and a centralized operational structure.

Ashley Pribble is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. She has worked at Charles Schwab since 2022 and previously held roles at USAA, focusing on financial planning and life insurance. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a broad range of integrated custody, brokerage, and advisory services.