Christian Pliego is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates a beekeeping and honey business called Adeline's Bees, which includes managing beehives and selling honey at local farmer’s markets. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Allie Wilson is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Prior to Morgan Stanley, Wilson worked at B & T Sales & Consulting and Bank of America, among other roles. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers a broad range of investment and financial products.

Blair Short is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is involved in a joint venture with his spouse based in Port Aransas, TX. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Ian Bundy Gray is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and five years of industry experience. His prior work includes nine years at GM Financial and a previous tenure with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Kenneth Foley is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. He is also the president and owner of Paradigm 20/20 Financial Strategies Group, LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs, and offering fiduciary services to qualified plans.

Garrett Hargis is an Investment Consultant at Fidelity Investments, where he partners with clients to establish their financial goals and create personalized investment strategies aimed at long-term success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity, Garrett has developed expertise in client relationship management and investment solutions. His experience spans multiple facets of financial services, enabling him to support clients effectively in achieving their financial objectives. Outside of his professional work, Garrett has interests in baseball, football, golf, music, and skiing.

Jonathon Harrison is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities, he worked at DWS Distributors, Inc. and Fidelity Investments, and has experience in the restaurant industry. 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, investment manager searches, and customized reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Joseph Gonzales is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing, Ameriprise, and Thrivent Investment Management before joining Wells Fargo Advisors. Outside of finance, he is involved in wedding and event planning and also works as a customer service representative. 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 product sales and referral channels.

Maria Perez is a financial advisor with Equitable Advisors in San Antonio, TX. She holds the Series 66 designation and has one year of industry experience. Her background includes roles at New York Life Insurance Company, American Income Life Insurance Company, and DoorDash, as well as nine years with the American Bar Association’s Pro BAR program. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm relies on third-party asset managers and advisory programs and offers services that include mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Abigail Bailey is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Raymond James and Capital Group. Outside of her advisory career, she owns and manages a rental property business in New Braunfels, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages a large asset base across various investment services and strategies.

Molly Barloco is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Frost Brokerage Services. Outside of finance, she was involved with Tres Locos Photography from 2016 to 2017. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Timothy Davies Jr. is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Edward Jones since 2013. Based in San Antonio, TX, he holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Corey Ford is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for four years. Outside of finance, Corey has experience in the food service industry, including roles at Torchy's Tacos and Snooze Eatery. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Kevin Boriack is a CFP® with 35 years of industry experience, currently serving at Charles Schwab in San Antonio, TX. He has worked at Charles Schwab and its affiliated Charles Schwab Bank, SSB since 1990 and 2005, respectively. Outside of his advisory role, he has access to a vacation rental membership at Vidanta. Charles Schwab & Co., Inc. serves primarily 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 offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal process for alternative investments.

Amanda Duran is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. She is currently with Osaic Wealth in San Antonio, TX, having previously worked at LPL Financial LLC, River City FCU, CUSO Financial Services, and several other firms. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of advisory and brokerage services through a multi-advisor platform that incorporates model-based asset allocation and portfolio optimization.

Arturo Andrews Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, following prior roles at Merrill, Advisors Asset Management, Inc., and Banc of America Investment Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, and includes capabilities in derivatives and commodities.

Christopher Simpson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC and Discover Financial Services before joining JPMorgan Chase Bank, N.A., and J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jorge Cruz is a financial advisor with Ameriprise in Live Oak, TX, holding Series 63, 65, and 66 licenses and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked at Teamwork Financial Advisors and Teamwork Financial Group for six years, and Edward Jones for two years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement income planning and ongoing advice based on detailed analysis and proprietary tools.

Dana Rovira is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Ameriprise in New Braunfels, TX since 2020. Prior to Ameriprise, she worked at Investment Professionals, Inc. for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Richard Smith Jr. is a ChFC®-designated financial advisor with LPL Financial, where he has worked since 1995, totaling 31 years with the firm and 46 years of industry experience overall. Prior to and alongside his tenure at LPL, he has been associated with Connecticut General Life Insurance Company since 1979. Outside of his advisory role, he is a partner and investor in a home-based windows and sidings sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.