Alexis Cranford is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with two years of industry experience. Prior to returning to Edward Jones, Alexis worked at J.P. Morgan Securities and has entrepreneurial experience operating On The Grind Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies and affiliated investment products, supported by a large national network of advisors and branches.

Bradley Burton is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Edward Jones, Pruco Securities LLC, and Prudential Insurance Company of America. Outside of his advisory work, he is a pastor and part owner of a party rental and general contracting business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations.

James Vera is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at USAA Investment Services Company, Fidelity Investments, Citigroup, Victory Capital, JPMorgan Securities, and USAA Financial Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to deliver tailored recommendations.

Hector Torres is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is involved with MTSA Property LLC, a real estate investment and management business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based strategies to tailor financial plans aligned with clients’ goals and risk profiles.

Michael Gleason is a financial advisor with OSAIC based in San Antonio, TX. He holds the ChFC® designation and Series 63 license and has 37 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018, with prior roles at Sii, The Milestone Group, Inc., Bokf, NA, and BOK Financial Securities, Inc. Gleason is involved in sales and marketing of fixed annuities, securities, and investment advisory products through Platinum Wealth Solutions of Texas, LLC. OSAIC serves a range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client risk tolerance.

Benjamin Beecher is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he is a business owner of Harper Texas Honey. 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, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Frank Arnold is a financial advisor at OSAIC with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior roles include positions at Royal Alliance Associates, Signator Inv Inc, and Weaver Wealth Management. Arnold also assists with client contact and financial planning at Platinum Wealth Solutions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types.

Richard Sinclair Jr. is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience, all with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and corporate entities. The firm offers a variety of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Julia Hamon is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Wells Fargo entities since 1995, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory work, she co-owns a rental property in Luling, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Marchiori is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Swbc Investment Services for eight years before joining LPL Financial in 2018. 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, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Lauren Alexandra Hrynyshyn is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2022, she worked in dental care settings and currently serves as part-time faculty at UT Health School of Dentistry, teaching professional development to dental students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Alejandro Alvarez is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and has held roles at several other companies including Solvanta Ventures LLC and Heb. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Trent Hiner is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual, Arkansas Financial Group, and JPMorgan Chase Bank. J.P. Morgan Securities 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 incorporates an ESG eligibility framework.

Erik Holt is a financial advisor with OSAIC in Boerne, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial for six years and at Northwestern Mutual for two years. He serves as a general board member of the Boerne Soccer Club, a nonprofit youth soccer organization. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, retirement plan consulting, unified managed accounts, and access to third-party money managers. The firm employs a variety of asset-allocation tools and portfolio management methods across multiple investment types for discretionary and non-discretionary accounts.

James Bishop is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing. Based in San Antonio, TX, he leverages his extensive tenure within the Wells Fargo organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with discretionary implementation options through various brokerage and advisory programs.

Francisco Elizondo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Citi Personal Wealth Management, SWBC Investment Services, and Scottrade. His career also includes roles outside traditional finance, such as positions at Amazon and Upwork. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Laurel Collums is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mo Rhadbane is a Planning Consultant at Fidelity Investments, where he currently works with clients to develop and implement comprehensive financial plans. He emphasizes the importance of understanding each client's unique financial and personal goals to build strong, trust-based relationships. Mo has extensive experience in the financial services industry, having worked in various consultant roles. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2022 to 2024 and at Charles Schwab from 2017 to 2022. His career with Fidelity Investments began in 2001, where he held roles including Investment Consultant and Financial Representative. Throughout his career, Mo has focused on helping clients articulate their goals and navigate evolving financial needs through collaborative planning processes.

Doris Heller is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds the Series 63 designation. Based in San Antonio, TX, she has spent over six years in her current role at Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, integrating algorithmic automation with advisor review.

Billie Garza is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. They hold Series 63 and Series 65 licenses and have worked with Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.