David La Grange is a Series 66-credentialed advisor at Merrill with one year of industry experience. His prior work includes roles at Enfra and Precision Food Innovations, as well as a four-year period at Texas A&M University. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to a diverse client base that includes individuals, pension plans, and charitable organizations.

Stephen Loeb is a financial advisor at Morgan Stanley with 52 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as a co-manager in investment-related ventures including Heirs of S. Abraham LLC and a partnership in a real estate firm in Houston, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning arrangements.

Abelardo Miranda is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2009. He also has a longstanding affiliation with Bank of America, N.A. dating back to 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment management with a wide range of banking services and access to diversified investment products.

Chase Havemann is a financial advisor at Morgan Stanley in San Antonio, Texas, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked as an insurance broker at Family First Life and has held various roles including at the University of Texas at San Antonio and Scuzzis Italian Restaurant. Outside of his advisory work, he is involved in officiating weddings. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Isaac Martinez is a financial advisor at Equitable Advisors in San Antonio, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors, he held roles at DoorDash and in education with Weslaco Independent School District and Our Lady of the Lake University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to deliver tailored financial solutions.

Edward Mc Clure Jr. is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Mc Clure serves as a board member of McCoy Water Supply Corp. and is president of Atascosa AG Inc., a ranching and grape vineyard operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Daniel Gonzales is a Series 66-licensed financial advisor with Edward Jones in Castroville, TX, bringing eight years of industry experience. His prior work includes roles in several independent school districts from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

John Glade is a financial advisor at Merrill with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Ameriprise, Comerica Bank, Wells Fargo Bank, and National Alliance Securities. Glade serves on the boards of First Tee Greater Austin and the Warrior National Foundation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Stacie Conine is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement-income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Daniel Rebmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and over 34 years of industry experience. His prior roles include positions at UBS Financial Services and Momentum Independent Network. He serves as a board member for Social Venture Partners, a nonprofit philanthropic organization, and Biblical Leadership for Excellence, a faith-based group. He also hosts the podcast "Philanthropy SA," which features bi-monthly interviews. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and municipal entities. The firm offers tailored, non-discretionary advice and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Ross Van Klaveren is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Investment Management Company, and USAA Financial Planning Services. He is involved with Juniper Business Services & Solutions, a tax preparation and accounting firm, where he contributes to estate planning. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven investment solutions.

Noah Sas is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he gained experience at Northwestern Mutual in various roles and worked at TechSmith Corporation and Sodexo Corporation. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment research to support tailored financial plans but generally acts in an advisory capacity rather than providing individual security recommendations.

Brent Buehler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2013. 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning in its investment approach.

James Sanders is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a guitar player in a country and western music band based in San Antonio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Leonard Johnson is a financial advisor at Morgan Stanley in San Antonio, TX, with 12 years of industry experience. He has held positions at Morgan Stanley since 2018 and previously worked at JPMorgan Securities LLC from 2015 to 2018. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Richard Berlanga is a financial advisor at Edward Jones in San Antonio, TX, holding the Series 65 and Series 63 designations with three years of industry experience. His work background includes roles at USAA Financial Advisors, JP Morgan Chase, and multiple terms with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Daniel Molina is a Private Wealth Advisor with Merrill Private Wealth Management. He brings 15 years of experience in the financial industry, focusing on areas such as Corporate Executive Services, Institutional Consulting, International Wealth Management, and Tax Minimization. In his role, he aims to tailor strategies that align with the unique needs of each client to help them achieve their financial goals. Molina is fluent in both English and Spanish and serves a diverse clientele. He holds a bachelor's degree from Universidad Panamericana and has earned the Personal Investment Advisor (PIA) designation. Molina is affiliated with professional organizations including Forbes. Outside of his professional work, he has interests in cooking, skiing, and tennis.

Thomas Richter is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Morgan Stanley and previously spent eight years at UBS Financial Services. Before his financial services career, he served nine years in the U.S. Navy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Jennifer Vigil is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and three years of industry experience. She previously worked at WIS International from 2015 to 2017. Outside of her advisory role, she is employed by Certainty of Uncertainty, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement-income recommendations through a centralized consulting team.

David Zeitz is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Prior to that, he has been associated with Bank of America, N.A. since 2003. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.