David DeCorrevont is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I at Fidelity from 2024 to 2025. Before joining Fidelity, David worked as a Financial Advisor at Robert W. Baird & Co. Inc. from 2018 to 2024 and started his career there as a PWM Foundations Associate from 2016 to 2018. David focuses on providing personalized, hands-on service tailored to each client's unique needs, emphasizing thoughtful planning and clear communication. He prioritizes building relationships and helping clients define meaningful financial goals with clarity and confidence. Outside of his professional work, David has interests in fitness, football, outdoor adventures, parenthood, scuba diving, and skiing.

Christopher Sanger is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Morgan Stanley and its affiliated private bank. Outside of advisory work, he serves as a board member of the First Protestant Church of New Braunfels and is involved in agricultural ventures through his ownership of farm operations and related business entities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals using analytical tools and supports advisory programs, with notable expertise in municipal and public finance.

Jonathan Barrera is a financial advisor at Edward Jones based in San Antonio, TX, with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Johnny Townsley III is a financial advisor with Cambridge Investment Research Advisors in Schertz, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Citigroup Global Markets, Ameriprise, CUNA Brokerage Services, and Randolph Brooks FCU. He is also involved as an advisory representative for an RIA. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers multiple portfolio management solutions, proprietary and third-party strategies, and supports both discretionary and non-discretionary implementation.

Joseph Ward is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

John Duda Jr. is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to his career in finance, he served in the United States Air Force and is now retired from active duty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Gavin Baker is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at 4Life Wealth Advisors and Cetera Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

David Kunold is a financial advisor with Ameriprise in Live Oak, Texas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he co-owns Hill Country Vintage, an online retail business operated with his wife. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, offering tailored written recommendations that incorporate research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Todd Braulick is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2011. Outside of his advisory role, he is a co-owner of Mountain Panther LLC, a rental property management business. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Heather Wineinger is a financial advisor with Morgan Stanley in San Antonio, Texas, holding a Series 66 license and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she owns Denali Custom Homes, LLC, a home building and remodeling business. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools to support client financial plans.

David Gay is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Minnesota Life Insurance Company. Outside of his advisory role, he serves as an AKC Hunt Test Secretary for the Alamo Retriever Club, is a board member at the San Antonio Gun Club, and participates in community activities through the Alamo Kiwanis and the Midtown Business Association. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct portfolios across various asset classes.

Tristan Alvarado is a Planning Consultant with experience in the financial services sector. He has worked as a Financial Advisor at Equitable from 2021 to 2025. Tristan transitioned from studying medicine in high school and college to pursue his passion for personal finance, beginning his career in a financial firm after graduation. He focuses on connecting with clients to understand their goals and dreams, helping them plan for their future and that of their loved ones. Outside of his professional role, Tristan has interests in baseball, fitness, football, attending social events with friends, and playing musical instruments.

Alonso Buitron is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley and USAA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when making recommendations.

Spencer Adickes is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. prior to his current role. He previously worked at Trinity University for four years. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, leveraging research from its Global Investment Committee to support client strategies.

Heather Mazoch is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She previously worked at Raymond James & Associates for 10 years before joining Cambridge in 2018. In addition to her advisory role, she serves as a notary public in Texas. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies with both proprietary and third-party model solutions.

Carol Mani Johnston is a financial advisor with RBC Capital Markets based in San Antonio, TX. She holds Series 63 and Series 65 designations and has 42 years of industry experience. Her prior work includes a 12-year tenure at UBS Financial Services before joining RBC Capital Markets and City National Bank in recent years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles, utilizing both in-house and third-party managers.

Adalberto Santos is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Charles Schwab & Co. and JPMorgan Chase Bank, N.A. He has also been involved with the Rincon Del Bosque Padel Club and The Wagon Wheel. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates an ESG eligibility framework.

Lucas Vasquez is a financial advisor with MassMutual Investors Services in San Antonio, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. His work history includes roles at Capital Strategies, AXA Advisors, and MassMutual Life Insurance Co. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm’s planning approach involves annual, collaborative relationships using firm-approved software to deliver written recommendations, with implementation requiring separate arrangements.

Nicole Hughes is a Series 66 licensed advisor with Merrill in San Antonio, TX, and has 5 years of industry experience. She has been with Merrill and Bank of America since 2008. Outside of her advisory role, Hughes serves as a board member for the Barton Springs Conservancy, a charitable organization, where she assists with fundraising and strategic planning. Merrill 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.

Jackson Gardner is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Centennial Bank. Outside of his advisory role, he was involved with Island Wing Company for four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.