Derrick Strozier is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. He has previously worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Morgan Stanley, Bank of America, and Merrill. Outside his advisory role, he owns and manages Strozier Enterprises LLC, a property management business. 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, and institutional investors.

Brent Sandstrom is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and three years of industry experience. He has been with Merrill since 2018 and also has experience at Bank of America, N.A. Since 2016, he has held various roles including positions at Arizona State University and Oasis Outsourcing. 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 wide range of clients including individuals, high-net-worth clients, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, enabling access to diverse financial products and services.

Paul Greer is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience with Citigroup Global Markets beginning in 1994. Outside of his advisory work, he is involved in managing a property leasing business in San Marcos, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its clients' financial goals.

Jorge Cantu is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at SWBC Investment Company, Victory Capital, and USAA Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ian Chase is a CFP® with 13 years of industry experience, currently affiliated with Raymond James Financial Services Advisors Inc. since 2025. He has a background that includes 14 years at Commonwealth Financial Network and has been involved with Ingenuity Financial Services since 2011. Outside of his advisory role, he is involved in property management and loan servicing for a rental real estate business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

Christopher Stevenson is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by the Global Investment Committee’s analyses, while generally acting in an advisory capacity without offering individual security recommendations as part of standalone plans.

Rachel Ellerbee is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation. She has six years of industry experience, including prior roles at Frost Bank and John West Therapy Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Randal Boggs is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley since 2009, currently serving in Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jacob Washburn is a financial advisor with Fidelity Investments in San Antonio, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at Raymond James Financial Services, Southwestern Investment Advisory Services, and the Gonzalez Wealth Team. Outside of finance, he has experience with Andy's Sprinkler & Drainage and Favor Delivery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its work with multi-manager fund structures, model portfolios, and use of AI-driven research tools.

Bradley Bates is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Next Financial Group Inc and Wayland Baptist University. Outside of his advisory role, he is involved in tax preparation and accounting through Riverside Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Ignacio Aguirre Mijares is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in December 2022. He has been working in the financial services industry since 2021, focusing on building meaningful client relationships and delivering strategic financial solutions. Ignacio specializes in areas such as college education planning, family wealth management strategies, international wealth management, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the Accredited Asset Management Specialist (AAMS) designation and earned a Bachelor of Business Administration degree from the University of Texas at San Antonio. Originally from Torreón, Coahuila, Mexico, Ignacio is fully bilingual in English and Spanish. Outside of his professional work, he enjoys cooking, traveling, and spending time with his family, as well as participating in sports including football, soccer, golf, and tennis.

Melissa Burek is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio strategies, combining in-house and third-party investment managers, alongside notable capital-markets and affiliated asset management capabilities.

Valerie Butler is a financial advisor with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with UBS since 1981. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Joseph Gillespie is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years before joining LPL Financial in 2022. Outside of his advisory work, he is involved as an insurance agent and has responsibilities related to insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Hayden Smith is a Financial Advisor at Merrill Lynch Wealth Management specializing in college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He focuses on assisting Texas families in developing comprehensive retirement plans. Originally from the Rio Grande Valley in Texas, Hayden has a background that includes six years of experience in the Medicare industry working on behalf of Aetna. He holds a Bachelor's degree in History and Political Philosophy from Hillsdale College and a Master's degree in Politics from the University of Dallas. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Hayden enjoys camping, football, hiking, reading, and traveling. He has a personal philosophy centered on helping clients identify what matters most to them and their families, developing strategies to pursue their financial goals.

Michael Tejeda is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at USAA in various financial planning and investment management roles. Outside of his advisory work, he serves as a deacon and assistant treasurer at Kingsborough Ridge Baptist Church in San Antonio, where he is involved in finance committee activities and teaches bible studies. Charles Schwab 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, delivering investment guidance via multi-asset model portfolios and offering access to discretionary separately managed accounts.

Miles Miller is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Raymond James Financial Services, Southside Bank, BBVA Securities, and Strategic Financial Concepts. Outside of advisory work, Miller owns a sole proprietorship involved in oil and gas royalties and is also an owner and employee of a livestock production ranch in Texas. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Matthew Webber is a CFP® professional at Charles Schwab with 18 years of experience in the financial services industry. He has worked at Charles Schwab since 2020 and previously held positions at USAA Investment Management Company and USAA Financial Advisors, Inc. in various advisory and financial planning roles. Charles Schwab & Co., Inc. serves a large client base, 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 non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a formal alternative-investment process.

Jennifer Villarreal is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She previously worked at GWN Securities Inc. for nine years before joining Cambridge in 2024. Villarreal is also involved as an agent with Sequel Financial Group and serves as an advisory representative of an RIA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Michael Mireles is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management, Northwestern Mutual, The Prudential Insurance Company of America, Pruco Securities LLC, and USAA Financial Planning Services. Outside of his advisory work, he is the owner of Coconut Charlies Vacation Rentals LLC, a business managing rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services through a select group of Wealth Advisors alongside affiliated brokerage, distribution, and investment management capabilities.