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.

Dallas Peeples is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Victory Capital, Equitable Advisors, and was involved in political campaigns and consulting firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

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.

Marijean Hansen is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2021. Her prior experience includes roles at Christopher Hall, Betty Vargas, and Waddell & Reed, Inc. She is based in San Antonio, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs supported by research and a variety of portfolio management options.

John White is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and J.P. Morgan Securities. Outside of his primary role, he is an associate financial advisor managing an advisory business through Sont1314LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Johnny Cavazos is a Series 66-registered financial advisor with LPL Financial and has 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation, Equitable Advisors, Axa Advisors, LLC, and JPMorgan Securities LLC. Outside of his advisory work, he maintained a separate business entity, Johnny Cavazos, LLC, from 2019 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to deliver both discretionary and non-discretionary management.

Christopher Clark is a financial advisor with OSAIC based in San Antonio, TX, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Securities America Advisors and Securian Financial Services, among other firms, and maintains an ongoing role with Symmetry Financial Solutions. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

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.

Rachel Romanack is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2022, following positions at Cambridge Investment Research Inc. and Harris Financial Services. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Adam Gonzales Jr. is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and bringing 23 years of industry experience. He worked at Investment Professionals, Inc. for 11 years before joining JPMorgan Securities LLC in 2017. 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 operations with affiliated brokerage, distribution, and investment management capabilities.

C. Jones is a CFP® and ChFC® affiliated with Edward Jones in San Antonio, TX, with 31 years of industry experience at the firm. Since 1995, Jones has worked continuously with Edward Jones. Outside of financial advising, Jones teaches stress reduction techniques through mindfulness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network and additional capabilities beyond advisory services, including trust and securities-based lending options.

Trevor Busch is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of his advisory role, he is a partner in several non-investment entities established for tax purposes, including involvement in real estate investing. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on strategic, tactical, tax-aware, and income distribution investment approaches.

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.

James Tanberg is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

David Stanley is a financial advisor with Ameriprise in Helotes, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Randolph Brooks FCU and Cuna Brokerage Services, Inc. Outside of finance, he owns D's Designs, a woodworking business specializing in Christmas decor, signs, and door wreaths. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team in partnership with client advisors.

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.