Michael Conti is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in selling life, long-term care, and disability insurance through his business, Trinity Financial Group. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management supported by proprietary and third-party research, alongside a range of non-advisory financial products and services.

Marco Rodriguez is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Frost Brokerage Services, Frost Investment Services, and Frost Bank. Outside of his advisory role, he is co-owner and landlord of a rental property in San Antonio, Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers non-discretionary financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

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 four years of industry experience. Prior to joining Edward Jones in 2022, he spent nine years at GM Financial. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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.

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 licenses and has worked at several firms including Fidelity Investments and DWS Distributors. Prior to his financial career, he worked in the restaurant industry. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Joseph Gonzales is a financial advisor at Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Wells Fargo in various capacities since 2015. Outside of his financial advisory role, he is involved in wedding and event planning logistics in Albuquerque, NM. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

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 Series 66-licensed financial advisor at J.P. Morgan Securities with 14 years of industry experience. Her work history includes roles at Morgan Stanley and Frost Brokerage Services, and she has also operated a photography business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

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.

Michael Bertuzzi is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the La Cantera office in San Antonio. He has been with Merrill since 1990, bringing 30 years of experience in the financial services industry. Michael specializes in corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He works with corporate executives to integrate their benefits into comprehensive long-term financial strategies. His client services also cover college education planning, family wealth management, retirement income, portfolio management, and investment consulting for defined contribution plans, among other areas. Michael holds a Bachelor's Degree in Finance from Oklahoma State University and a Master's in Business Administration from Oklahoma City University. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Raised in Bartlesville, Oklahoma, Michael has resided in Boerne, Texas, for the past ten years and has been married for over 40 years with two children. Outside of his professional work, Michael is the founder and past president of Tour de Boerne Inc., a volunteer-run cycling event held annually in June, with all proceeds supporting Hill Country charities. His personal interests include biking, gardening, hunting, traveling, and spending time with his family.

Corey Ford is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at The Vanguard Group and various restaurants and retail businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives offering a range of advisory and brokerage services.

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 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.

Jorge Cruz is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at Teamwork Financial Advisors, Edward Jones, and Kinetic Software. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s recommendations incorporate investment research, third-party data, and algorithmic tools, with a distinctive enrollment process that requires a minimum investable asset level and emphasizes assets managed within Ameriprise.

Richard Smith Jr. is a financial advisor with LPL Financial in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience, including over 31 years with LPL Financial and over 47 years with Connecticut General Life Insurance Company. Outside of his advisory work, he is a partner and investor in a home-based windows and sidings sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Toni Ann Dorsey is a financial advisor at LPL Financial with eight years of industry experience and holds a Series 66 designation. Her prior work includes roles at PenFed Credit Union, Navy Federal Financial Group, Bank of America, Merrill, and First Command Financial Planning, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by a range of model portfolios and research.