Bree Soileau is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, with two years of industry experience. She previously worked for Alamo 180 for 12 years. Outside of her advisory role, she is a co-owner of a fitness gym in San Antonio and operates an online swim service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a wide array of investment advisory programs and maintains a large national network of advisors and branch offices.

Harvey Richards is a financial advisor with Cambridge Investment Research Advisors in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 52 years of industry experience, including over 30 years with Transamerica Financial Advisors and a decade with Cambridge Investment Research Advisors. Outside of his advisory role, he has worked as an insurance agent selling life, health, and fixed annuities. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

Sydney Vogel is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked in various roles at Charles Schwab, J.P. Morgan Securities, and JPMorgan Chase Bank. Prior to her financial career, she held positions at DJM Global and In-N-Out Burger. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 multi-asset model portfolios alongside a formal alternative-investment onboarding process.

George Martinez is a financial advisor at J.P. Morgan Securities in San Antonio, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, utilizing forward-looking capital market assumptions and may include ESG considerations.

Teresa Cano is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. Her prior work experience includes roles at DoorDash, Target, and SWBC Life Insurance Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Cameron Branum is a financial advisor with Wells Fargo Advisors in San Antonio, TX. He holds Series 66 and Series 63 licenses and has six years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Core Planning, LLC and held a reserve commission with the United States Marine Corps Reserve from 2015 to 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Raul Valencia is a CFP®-designated financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at multiple firms including PNC Managed Account Solutions and BBVA Securities, and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021. Outside of his advisory role, he is the owner and manager of Valencia Family Properties, LLC, overseeing residential and commercial real estate holdings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation advice, investment manager research, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

Zuleika Flach is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Virginia Stukkie is a financial advisor at Charles Schwab with 14 years of industry experience and holds a Series 66 designation. Her previous experience includes roles at Waddell & Reed, Inc. and Pontem LLC. She serves as president of the Parent Teacher Student Association of Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Andrew Voiles is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and over 16 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2010 and has also been associated with The Bank & Trust and Raymond James Financial Services Advisors, Inc. since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm delivers tailored, non-discretionary planning and uses advanced analytical tools to support client goals while maintaining specialized services such as municipal advisory and SIMPLE IRA consulting.

Armando Castillo II is a Series 66 licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities in San Antonio, Texas, having also worked at USAA Life Company and New York Life. Prior to his financial services career, he held positions at Uber and HEB Foods. 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. Its advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Robert Cadena Jr. is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Invest Financial Corp., KCM & Associates, and Mass Mutual Investors Services. Outside of his advisory work, he owns OLRAC, LLC, a business entity used for tax and investment purposes. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies delivered through a large network of advisors.

Philip Stevens is a financial advisor at Wells Fargo Advisors in San Antonio, TX, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Stevens is also co-owner of Abundant Blessings Wealth Management LLC, a separate financial planning practice. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs planning.

Matthew Hester is a financial advisor with Edward Jones in Bulverde, Texas, holding a Series 66 designation and eight years of industry experience. He previously worked at EAN Holdings from 2005 to 2018 before joining Edward Jones, where he has been since 2018. Hester serves as Vice Chairperson of the Board at the Bulverde Spring Branch Activity Center, participating in board meetings, executive director interviews, and fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Nicholas Valenti is a financial advisor with Osaic in San Antonio, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He worked at Signator Investors Inc for nine years before joining Osaic in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services across various programs, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies, and is notable for its scale, recent consolidation, and complex affiliate network.

Kyle Woodard is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 credential and four years of industry experience. Prior to Merrill, he worked at Bank of America, Equitable Advisors, NY Life, and spent five years at Texas A&M University. He also has experience outside finance, including management roles at a law firm and a Jimmy John's franchise. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Biddle is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 credential and eight years of industry experience. Prior to joining UBS in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2025. Before entering the financial industry, he was a professional golfer from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Geraldo Reyes is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held roles at USAA Wealth Management and USAA Financial Planning Services. Reyes is based in San Antonio, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andy Jamieson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He assists clients and their families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Andy aims to build strong relationships with his clients based on trust, reliability, and competency. Andy has extensive experience in the financial industry, having held roles such as Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2018 to 2021, and Financial Advisor at AXA Equitable from 2016 to 2018. His background reflects a consistent focus on investment and financial advisory services. Outside of his professional work, Andy engages in family activities, social events with friends, and volunteering.

Christopher Mata is a Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients to develop and implement financial plans using a variety of financial planning tools and investment options available at Fidelity. He focuses on wealth planning and aims to help clients work toward achieving their financial goals while providing customer service. Christopher has a broad background in financial services, with experience dating back to 2002. Prior to his current role, he held positions including Investment Representative and Relationship Manager at Fidelity Investments, Account Executive at JP Morgan Chase Private Bank, Personal Banker at Chase Bank, and Financial Advisor at American Express Financial Advisors. Outside of his professional work, Christopher enjoys family activities, fitness, exploring food, hiking, and traveling.