Daniel Rebmann is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. and Momentum Independent Network Inc. Outside his advisory work, he serves on the boards of Social Venture Partners and Biblical Leadership for Excellence and hosts the podcast "Philanthropy SA." Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Melinda Adams is a Series 66-licensed financial advisor with MassMutual Investors Services in San Antonio, TX, and has five years of industry experience. She has worked at MassMutual Investors Services since 2020 and at MassMutual Life Insurance Company since 2019. Outside of her advisory role, she owns Exit With Purpose, a financial coaching business that focuses on budgeting, saving, debt management, and helping clients prepare to exit their businesses. MassMutual Investors Services, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers a range of educational programs and event-driven planning services.

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 A. G. Edwards & Sons. In addition to his advisory work, he is involved with Juniper Business Services & Solutions, a tax preparation and accounting firm where he contributes to estate planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Brent Buehler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Titleist Capital, Banc of America Investment Services, Chase Investment Services, and USAA Investment Services. He also serves as a relationship manager for Zions Bancorporation’s Wealth & Fiduciary Services. 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, third-party asset management, and institutional platforms.

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.

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.

Melanie Morgan is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been associated with Primerica Financial Services since 2002 and PFS Investments since 2006. Outside of her advisory work, she is an author of children's books. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of financial advisors, delivering model-based investment strategies supported by third-party asset managers and custodial services.

Parth Rana is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at MML Investors Services Inc since 2007 and Massachusetts Mutual Life Insurance Company since 2006. In addition to his advisory role, Rana provides business consulting and exit planning services to help business owners prepare for future sales of their companies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annual collaborative planning relationships using firm-approved analytical tools.

Robert Courtney is a Series 66-licensed financial advisor with Equitable Advisors in San Antonio, TX. He joined the firm in 2026 and has prior experience at Partners Real Estate and SP Plus, as well as roles during his education at Texas A&M University. Outside of advisory work, he has been involved with Seymour's Garage. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management. The firm uses a network of Investment Adviser Representatives and offers programs including third-party asset managers and LPL-sponsored advisory solutions.

David Zeitz is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2009. He has also been affiliated with Bank of America, N.A. since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, and various institutions, supported by internal and third-party portfolio management teams.

Robert Donnelly is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 designations and with 42 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Daniel Nelson is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 credential and has been associated with Merrill since 1997, including concurrent service with Bank of America since 2009. Outside of his advisory role, he serves as a committee member of the Louise H. Batz Patient Safety Foundation, focusing on community awareness and fundraising for hospital safety initiatives. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies while leveraging its integration with Bank of America affiliates and capital-markets resources.

Carlos Tovar is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities LLC, GWN Securities, Inc., and AXA Advisors, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Leticia Sanchez is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and bringing 18 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and various insurance carriers serving W&R Insurance Agencies. 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.

Robert Nelson Jr. is a financial advisor at Merrill with over 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1969 and Bank of America since 2011. Outside his advisory role, he is an investor in an oil and gas exploration venture through Nelson and Son LLC. 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, pension plans, corporations, and charitable organizations.

Jacky Phan is a Series 65-licensed financial advisor with LPL Financial in San Antonio, TX, and has four years of industry experience. Prior to joining LPL Financial in 2025, Phan worked at Ulrich Consulting and Investment Group, LLC, CapFinancial Partners, LLC (CAPTRUST), Covenant, and was affiliated with the University of Texas at San Antonio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, using a mix of discretionary and non-discretionary strategies supported by research tools and machine-learning applications.

Maria Elena De Anda is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized financial planning and guidance tailored to clients' unique goals and priorities. Her focus areas include college education planning, family wealth management strategies, legacy planning, retirement income, small business strategies, philanthropic planning, portfolio management services, tax minimization, managing new wealth, and personal retirement planning. Maria holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her educational background includes a High School Diploma from Allen High School and an Associate's Degree from Collin College. Outside of her professional work, Maria enjoys antiquing, cooking, interior decorating, photography, spending time with her family, and traveling.

Rebecca Benavidez is a financial advisor at Merrill with 37 years of industry experience. She holds a Series 63 designation and has been with Merrill since 1987. Located in San Antonio, TX, her career has been dedicated to serving clients through Merrill’s platform. Merrill provides managed account services through its Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers, offering strategic asset allocation and tax-aware options.

Diana Scheel is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. In addition to her advisory role, she works as a life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.