Alexandra Meyers is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked with Merrill since 2018, including a recent tenure at Bank of America, N.A., and previously worked at Fisher Investments and Star Consulting Group. She serves as trustee and co-trustee for several family trusts, overseeing investment decisions and portfolio management for those accounts. 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 diverse client base that includes individuals, high-net-worth clients, and institutional accounts.

Kenneth Foley is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors, LLC from 2013 to 2016. He is also the president and owner of Paradigm 20/20 Financial Strategies Group, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services, and emphasizes individualized financial planning and fiduciary engagements.

Nicholas Tramontano is a Financial Advisor at Merrill Lynch Wealth Management, serving on Tramontano & Associates, a 14-person team based in San Antonio, Texas. Since joining Merrill in 2018, Nicholas has worked in offices in both San Antonio and Fort Worth, Texas. He focuses on delivering personalized financial strategies for a select group of clients, emphasizing strong relationships and custom-built portfolios tailored to individual family needs. His client expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and small business strategies. Nicholas is a member of the Tramontano & Associates team, which was recognized on the 2023 Forbes "Best-in-State Wealth Management Teams" list. He holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Nicholas earned a bachelor's degree from Texas Christian University. In his role, he prioritizes consistent communication with clients to provide attentive service and help them achieve financial confidence and security over time. Outside of his professional responsibilities, Nicholas has interests in basketball, cooking, fishing, football, golfing, spending time with family, traveling, volleyball, and watching movies.

Corey Cunningham is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Corey leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to create strategies that adapt to changing market conditions. Corey holds a Bachelor's Degree from the University of Texas System and a Master's Degree from Southern Methodist University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to community involvement, Corey participates in local volunteer activities aligned with Merrill's tradition of serving the communities where they operate.

Abigail Bailey is a Series 66 licensed financial advisor with five years of industry experience. She is currently with Morgan Stanley and has previously worked at Raymond James and Capital Group. Outside of her advisory role, she is involved in property management as a sole proprietor of a rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Jason Garriott is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at USAA Financial Advisors, Inc., USAA financial planning services, Usaa Investment Management Company, and Charles Schwab. 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 combines a non-discretionary advisory model with access to affiliated discretionary separately managed accounts, leveraging multi-asset model portfolios and due diligence on alternative investments.

Joe Sanchez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Citi, Raymond James Associates, and AllianceBernstein. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term approach.

Amanda Duran is a CFP® with 14 years of experience in the financial services industry. She is currently with OSAIC Wealth, where she has worked since 2026, and previously held roles at LPL Financial, River City FCU, CUSO Financial Services, and several other firms. Based in San Antonio, TX, her background includes both advisory and financial services positions. Osaic Wealth, Inc. serves a wide 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, financial planning, and access to third-party money managers, employing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Sanda Bailey is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise in San Antonio, TX since 2020. She previously worked with Ameriprise Financial Services, Inc. from 2005 to 2020. Her other business activities include fiduciary duties and acting as healthcare power of attorney for an individual. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a broad client base and combines advisory, brokerage, and insurance solutions through affiliated entities.

Alan Chase is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 41 years of industry experience. Prior to joining Raymond James in 2025, he spent 26 years with Commonwealth Financial Network. He is also president of Ingenuity Financial Services, Inc., a firm providing financial advice and services in San Antonio. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad affiliate network and focuses on tailored financial plans developed through detailed client interviews and risk profiling.

Tristan Haby is a financial advisor with Edward Jones in Castroville, TX, holding a Series 66 designation. He has been in the industry since 2026, previously working at Castroville State Bank for five years and holding roles in facility maintenance and the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm operates a large nationwide network of financial advisors and branch offices and manages approximately $1.01 trillion in assets under management.

Braden Blackwelder is a financial advisor at Raymond James & Associates in San Antonio, TX, with 27 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services from 2004 to 2026. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, institutions, and government entities, offering a range of advisory, wrap fee, and institutional consulting services.

Drenzo Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC and Victory Capital Advisers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Hector Chavez is a Financial Advisor with Merrill Lynch Wealth Management. Based in San Antonio, Texas, he brings nearly eight years of experience within the firm, progressing from a teller position to his current advisory role. Chavez works with a diverse client base, including business owners, homebuyers, first-time investors, and professionals across various industries. His areas of focus include college education planning, LGBT wealth planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Hector earned an Accredited Certificate from South San Antonio High School. Outside of his professional responsibilities, Chavez enjoys cooking, music, photography, reading, spending time with his family, traveling, and watching movies. He is bilingual in English and Spanish and emphasizes a client-centered approach, aiming to understand what matters most to each family to help create strategies that pursue their financial goals.

Keith Connolly is a Senior Financial Advisor with Merrill Lynch Wealth Management based in San Antonio, Texas. He has been serving clients since 1997, focusing on helping families and small businesses manage their increasingly complex financial lives. His client focus areas include corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Mr. Connolly holds a Bachelor's degree from the University of Connecticut, where he was part of a nationally ranked rugby team. Before joining the financial services industry, he worked in the newspaper sector with a subsidiary of Dow Jones. He holds the Personal Investment Advisor (PIA) designation and is involved in professional and community organizations, including past board memberships with the San Antonio Gaelic Football Club and San Antonio Rugby Club. His community involvement includes volunteering with organizations focused on hunger and support for service members, such as DOGS (Dads of Great Students), Headwaters Sanctuary, San Antonio Rodeo Wounded Service Member Project, and Wishes For Our Heroes. He has also served as a coach for youth sports teams.

Douglas Stone is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameriprise and its affiliate since 2008. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, a contractor entity related to managing his practice. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Jonah While is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at First Commercial Bank and Ameriprise Financial Services, as well as work outside finance at Dos Rios Mexican Bar and Grill. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.

Steven Perez is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021, following several years at USAA in various financial advisory and investment roles. He is based in San Antonio, TX. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers both non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options with centralized custody and operational support.

Brisa Gonzales is a CFP® and holds a Series 66 license, currently with Raymond James Financial Services Advisors, Inc. in San Antonio, TX. She has three years of industry experience, including prior roles at Beneficent Financial and Momentum Independent Network Inc. Outside of financial advising, she is involved with Beneficent Financial, a support company based in San Antonio. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client collaboration and offers access to various advisory and brokerage solutions, with a substantial portion of its business conducted on a non-discretionary basis.

Michael Lanning is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, with prior roles at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors, Inc., and USAA Life Insurance Company. Lanning has been with Charles Schwab and Charles Schwab Bank since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.