Robert Budraitis is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 66 designation and has worked in roles at USAA Financial Planning Services, Usaa Investment Management Company, Charles Schwab & Co, and Charles Schwab Bank. Outside of his advisory work, he is co-owner and partner of ASVB LLC, an online retail and print-on-demand business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services linked to Empower’s administrative platforms, including point-in-time financial plans and optional managed account solutions.

Kurt Steves is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. His prior roles include positions at TCBI Securities, Texas Capital Bank, Suntrust Robinson Humphrey, and Fifth Third Securities. He holds Series 65 and Series 63 designations. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across diverse equity and fixed income strategies and manages various mutual funds, separately managed accounts, and private investment partnerships.

Eric Rodriguez is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at BBVA Wealth Solutions, BBVA Securities, COMPASS Bank, and BBVA Compass Insurance Agency. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a discretionary digital portfolio solution currently in an employee-only pilot phase. The firm uses algorithmic tools for risk assessment and relies on third-party managers for portfolio implementation and oversight.

Robert Armendariz III is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience. He operates Presidio Wealth Strategies, through which he brokers non-registered insurance products in addition to his advisory work. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, offering tailored recommendations across multiple program types within the New York Life affiliate structure.

Jeremy Thompson is a Series 66-licensed advisor at Citigroup Global Markets with three years of industry experience. He has been with Citibank since 2019 and has prior work experience at Revamped Home Security and TruGreen Lawn Care. Citigroup Global Markets serves individual and institutional clients through multiple wealth management platforms, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and supports complex, large-scale client relationships with bespoke discretionary solutions.

Marisa Decker is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Bank of America, Merrill, and Wells Fargo entities. Outside of her advisory role, she owns a sole proprietorship called Stardust and Vagabonds that sells hand-painted hats online and at craft shows. 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Immenschuh is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with business owners, professionals, and their families, employing a comprehensive client-centered approach to wealth management. His team delivers personalized strategies focused on growth, accumulation, preservation, and transfer of wealth. He aims to collaborate with clients to develop customized financial plans aligned with their priorities and goals. Tom's expertise includes retirement planning, wealth management and preservation, concentrated stock and options, company-sponsored plans design and refinement, corporate cash and treasury management, liability management, and trust, estate, and insurance planning services. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Tom is a graduate of the University of Texas at San Antonio with a BBA in Finance and a minor in Accounting. He served in the United States Air Force from 1982 to 1986, continued in the Air Force Reserve until 1995, and was activated for Desert Shield and Desert Storm. In the San Antonio community, Tom has served on the Board of Any Baby Can, The ARC of San Antonio, and the Texas Planning Council Partners in Policy Making. He volunteers for the Central Catholic School Golf Team and has been involved with organizations such as Catholic Charities of San Antonio and Oak Hills Country Club. He resides in Castle Hills with his wife Charlotte Gallagher Immenschuh and their three sons, Evan, Ian, and Owen.

Dominic Stanford is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework when recommending strategies.

Taylor Finley is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cambridge Investment Research, Inc. since 2016. Finley serves as Secretary and board member of the Tivy Athletic Booster Club and is involved with the Hill Country College Fund, where he contacts donors on behalf of the university. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies and platforms tailored to client objectives.

James Bradford is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked in the education sector within several school districts and at Texas A&M University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David La Grange is a financial advisor at Merrill in San Antonio, TX, holding a Series 66 designation. He has experience working at Enfra and Precision Food Innovations prior to joining Merrill and Bank of America in 2026. 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.

Stephen Loeb is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 63 designation and over 53 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of advisory work, he is co-manager of Heirs of S. Abraham LLC, an entity involved in royalty and lease agreements. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning, utilizing firm-approved tools and strategies developed by its Global Investment Committee.

Abelardo Miranda is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 2006. 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 and profit-sharing plans, corporations, and charitable organizations.

Chase Havemann is a financial advisor at Morgan Stanley in San Antonio, Texas, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked as an insurance broker at Family First Life and has held various roles including at the University of Texas at San Antonio and Scuzzis Italian Restaurant. Outside of his advisory work, he is involved in officiating weddings. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Edward Mc Clure Jr. is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Mc Clure serves as a board member of McCoy Water Supply Corp. and is president of Atascosa AG Inc., a ranching and grape vineyard operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Daniel Gonzales is a Series 66-licensed financial advisor with Edward Jones in Castroville, TX, bringing eight years of industry experience. His prior work includes roles in several independent school districts from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bradley Lemmon is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Ameriprise in 2021, he worked at Edward Jones for seven years. He is based in Helotes, Texas. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

John Glade is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ameriprise, Comerica Bank, Wells Fargo Bank, and National Alliance Securities. Glade serves on the boards of First Tee Greater Austin and the Warrior National Foundation. 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, offering model-based and discretionary strategies for individual and institutional investors.

Stacie Conine is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement-income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.