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.

Christian Rivera is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked in roles at Sherwin Williams, Texas Tech University, and Enterprise Rental Car. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Peter Lewis is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds the ChFC® designation and Series 63 license, with 39 years of industry experience. He has been with MML Investors Services since 1987 and associated with MassMutual since 1986. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver recommendations without investment discretion.

Michael Leal is a financial advisor with LPL Financial in New Braunfels, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. from 2013 to 2017. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering solutions such as financial planning, model portfolios, third-party asset management, and institutional platforms.

Rebecca Coker is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2017 and has prior experience with The Daily Mississippian and The Sipp on South Lamar. Outside of her advisory role, Coker serves as Treasurer for the New Braunfels Jaycees, where she manages the organization's budget and philanthropic efforts. 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 financial advisors and branch offices.

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 from 2016 to 2022 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Yuhui Chang is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining LPL Financial in 2021, Chang worked at Waddell & Reed, Inc. and various insurance carriers. Chang is also affiliated with The Institute of Management Accountants. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jaxson Busch is a financial advisor at Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Primerica, he worked at Panda Express and has engaged in sales roles outside the financial sector, including selling home security and automation products as well as satellite TV. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by institutional custodians.

Jennifer Villarreal is a Series 66-licensed financial advisor with 18 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has been since 2024. Her prior experience includes roles at GWN Securities Inc. and Equitable Advisors. Villarreal is also involved as an agent with Sequel Financial Group and serves as an advisory representative for an RIA. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and provides access to various platforms, third-party advisers, and proprietary model strategies.

Michael Mireles is a Series 66-registered advisor with 22 years of industry experience. He is currently with J.P. Morgan Securities, having joined in 2025, and previously worked at Northwestern Mutual Investment Management and USAA Financial Planning Services. Outside of his advisory role, he owns Coconut Charlies Vacation Rentals LLC, a business involved in rental property management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Kyle English is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Enterprise Holdings for 13 years. He also serves as Assistant Vice President and Director at Miralomas Municipal Utility District in Austin, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of financial advisors and branch offices.

Scott Miller is a Vice President and Financial Consultant currently working with Fidelity Investments since 2023. He has held leadership roles in the financial services industry, including serving as Vice President and Branch Manager at Charles Schwab from 2020 to 2023, and as Branch Manager at TD Ameritrade from 2013 to 2020. Prior to his management roles, he was a Senior Financial Consultant at TD Ameritrade from 2010 to 2013. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Scott focuses on partnering with clients and their families to pursue their unique financial goals. He is committed to helping clients attain their objectives through personalized financial planning and consultation.

Cristobal Aguirre is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable, and Aspect Wealth Management Group, as well as positions outside of finance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

Kyle Langford is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to develop and implement sustainable financial plans aimed at providing confidence and security. He emphasizes building long-lasting relationships grounded in trust and dependability to support clients through important life events. Kyle has been with Fidelity Investments since 2020, progressing through several roles including Financial Representative, Planning Consultant, and Financial Consultant before his current position as Vice President. This experience has provided him with a comprehensive understanding of financial planning and client service within the firm.

David Levenhagen is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He is currently with Wells Fargo Advisors in San Antonio, Texas, and has previously worked at Bank of America, Merrill, and USAA. Outside of finance, he holds a 40% ownership in a self-service laundromat business in San Antonio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible options for implementation through brokerage or advisory programs.

Amanda Garcia is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Her background includes roles at Ameriprise since 2021, as well as experience at the University of Texas at Austin McCombs School of Business and H-E-B Pharmacy. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that integrates research, modeling, and tax-efficiency analysis to develop tailored recommendations.

Jay Rogers is a financial advisor with Primerica Advisors in Bulverde, TX, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Primerica since 2021 and is also the owner of Yerecoin, LLC, which is involved in membership sales for the Greater New Braunfels Chamber of Commerce, where he actively participates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

Rebecca Montes is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She previously served as a Financial Consultant I at Fidelity Investments from 2024 to 2025. Prior to joining Fidelity, Rebecca worked as a Portfolio Manager at WestStar Bank from 2023 to 2024 and as a Client Specialist at Edge Capital Group from 2017 to 2022. In her role, Rebecca helps clients create, implement, and adhere to financial plans designed to provide peace of mind. She focuses on building long-lasting relationships based on trust and aims to be a reliable advisor for clients at any stage of their life. Outside of her professional work, Rebecca's personal interests include fitness activities such as Pilates, running, and snowboarding, as well as spending time with pets and traveling.

Eleanor Donkor is a financial advisor at J.P. Morgan Securities with Series 66 credentials and approximately one year of industry experience. Her prior work includes roles at Priority Investor Loans LLC, Wells Fargo Bank, and various business ventures in capital raise and acquisitions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to build model asset allocations, serving clients who retain final decision-making authority.