Jason Meyer is a financial advisor with Morgan Stanley Wealth Management based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2009, he worked at Citigroup Global Markets for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

Derrick Strozier is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, and a previous tenure at Merrill. Outside of his advisory work, he owns and manages Strozier Enterprises LLC, a property management business. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Brent Sandstrom is a financial advisor with Merrill who holds a Series 66 designation and has three years of industry experience. He has worked at Merrill since 2018 and previously at Bank of America, N.A. since 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers for individuals, high-net-worth clients, and various institutional investors.

Paul Greer is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and previously spent 15 years at Citigroup Global Markets. In addition to his advisory role, he is involved in a property management business in San Marcos, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

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, USAA Financial Advisors Inc., and Chase Investment Services Corp. He is based in San Antonio, TX. 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 portfolio programs, third-party asset management, and institutional platforms, supported by technological tools and a large network of over 22,800 advisors.

Ian Chase is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial in San Antonio, TX. He has been associated with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc. since 2025, and has prior experience at Ingenuity Financial Services and Commonwealth Financial Network dating back to 2011. Outside of his advisory role, Chase is involved in managing a rental real estate property, handling loan servicing and property management duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized advisory programs including municipal and public finance services.

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 Murua is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior experience includes roles at John West Therapy Services and Frost Bank before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Angela Almaraz is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2015, including a current role at Bank of America, N.A. since 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Randal Boggs is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, including the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 emphasizes a structured planning process using firm-approved tools and actuarial models.

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 with LPL Financial based in San Antonio, TX, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at Next Financial Group Inc and Citigroup Global Markets, as well as an 11-year period at Wayland Baptist University. Outside of advisory work, he is involved with Riverside Consulting LLC, a tax preparation and accounting business. 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 wide range of advisory and brokerage services through a large network of representatives, utilizing various portfolio programs and third-party asset managers, supported by technology tools for operational and research purposes.

Ignacio Aguirre Mijares is a financial advisor with Merrill Lynch Wealth Management, joining the firm in December 2022. Since entering the financial services industry in 2021, he has focused on delivering strategic financial solutions and building meaningful client relationships. He 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. Born in Torreón, Coahuila, Mexico, Ignacio is fully bilingual in English and Spanish. He holds a Bachelor of Business Administration from the University of Texas at San Antonio. His cross-border background and education contribute to his understanding of the financial opportunities and challenges faced by clients with international ties. Ignacio holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). In his personal time, Ignacio enjoys cooking, football, golf, soccer, tennis, traveling, and spending time with his family.

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 36 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. Gillespie also works as an insurance agent. 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, supported by a large network of investment adviser representatives.

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 in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Raymond James Financial Services, Southside Bank, BBVA Securities Inc., and Strategic Financial Concepts. Outside of his advisory role, Miller owns a sole proprietorship managing oil and gas royalties and is involved in livestock production through a family ranch business. 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, and institutional investors.

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.