Rodney Lewis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Lewis is also affiliated with a financial services firm under the name Financial Network - APE Financial and works as an insurance agent selling life, disability, and annuities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management services and operates as a multi-manager platform with access to affiliated and third-party managers across multiple investment programs.

Christopher Clark is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securities America Advisors and Symmetry Financial Solutions. Clark is based in San Antonio, TX. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and third-party investment options.

Jacob Flach is a Wealth Management Advisor with Tramontano & Associates, where he has served since 2017 following a 17-year tenure at USAA. He specializes in developing and implementing wealth and planning strategies designed to build and preserve wealth for his clients. Jacob focuses on providing a comprehensive, client-centered approach that addresses various facets of financial management, including portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services through Bank of America, and risk management planning. Jacob holds a bachelor's degree in accounting from the University of Texas at San Antonio and an MBA from the W.P. Carey School of Business at Arizona State University. He is a Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), and Certified Investment Management Analyst (CIMA). His client services include areas such as college education planning, divorce transition planning, legacy planning, personal retirement planning, small business strategies, investment strategy, tax minimization, and retirement income. He has also been involved in community activities, including serving as a past board member of SA basiC ministries Inc. Outside of his professional role, Jacob enjoys biking, cooking, golfing, hiking, running, softball, traveling, and spending time with his wife and two children around San Antonio.

Michael Medlin is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and several USAA affiliated companies since 2002. Outside of his advisory role, he works part-time as a food delivery driver. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary client relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment process.

Christopher Calvo Jr. is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at Charles Schwab Bank, Schwab, USAA Investment Management Company, and USAA Financial Advisors. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, due diligence on alternative investments, and a centralized operational structure.

Jacob Hackler Roy is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and one year of industry experience. Prior to joining Cambridge, he worked at World Financial Group and held positions at Conn's Home Plus and Target Corporation. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Kevin Oliver is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Victory Capital Services, Millennium Group, and JPMorgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of advanced technologies in research, and its registration as a commodity pool operator.

Jesse Travis is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge since 2016, following three years at Transamerica Financial Advisors. Outside of his advisory role, he serves as a board trustee for the Witte Museum and is an associate pastor at a religious organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management services integrating affiliated and third-party strategies.

Joe Jasso is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, and USAA Investment Management Company. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

C. Jones is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience, all with Edward Jones since 1995. Outside of his advisory work, he teaches stress reduction techniques through mindfulness in a local health-related business. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Evan Immenschuh is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Structure Tone Southwest, and Tecovas, as well as a background in education services and lawn care. 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.

Ana Robinson is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006, totaling 20 years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

David Clapp is a CFP® and ChFC® professional with 26 years of experience in the financial industry, all of which have been with Edward Jones. He is based in San Antonio, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

Katrina Bell is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisor Inc., and Citibank. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, multi-asset model portfolios, and a centralized operational structure.

Ashley Pribble is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. She has worked at Charles Schwab since 2022 and previously held roles at USAA, focusing on financial planning and life insurance. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a broad range of integrated custody, brokerage, and advisory services.

Diane Edwards is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior positions include roles at Kovack Advisors, UBS Financial Services, and Edwards/Olsen Financial Services. Outside of her advisory work, she is involved in managing her own investment-related businesses affiliated with LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Abigail Claudio Jackson is a financial advisor at Merrill with 27 years of industry experience. She has worked at Merrill since 1997 and holds a Series 63 designation. Outside of her advisory role, she owns and operates a retail boutique called Abby's One of a Kind Finds, selling miscellaneous women’s items. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Phillips is a financial advisor with Morgan Stanley Wealth Management, based in San Antonio, TX, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Joshua Killeen is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with clients to develop personalized wealth management strategies that address college education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and investment strategies tailored for individuals and corporations. Joshua holds a Bachelor's Degree from the University of Texas at San Antonio and has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes helping clients bring simplicity and transparency to financial planning, addressing complexities to create strategies that align with clients' goals amid changing market conditions. Outside of his professional work, Joshua engages in personal interests such as baseball, football, golfing, hunting, pickleball, reading, spending time with his family, table tennis, traveling, and watching movies.

Michael Whitehurst is a Wealth Management Advisor and Retirement Benefits Consultant with Merrill Lynch Wealth Management. He works with the Collins Whitehurst Femat Wealth Management Team to assist businesses in evaluating, establishing, and improving corporate retirement plans. Michael helps clients assess plan providers, control costs, and enhance retirement outcomes for their employees. His experience includes advising companies ranging from 15 to over 1,500 employees, providing a unique perspective from both employer and employee sides of retirement planning. He is accessible to business owners, executives, HR professionals, and retirement plan sponsors seeking guidance on retirement plans, employee financial wellness, and long-term financial planning. Michael began his career at IBM in Los Angeles before joining Merrill Lynch in 1995. He holds a Bachelor of Business Administration degree from Texas Christian University, where he majored in marketing and minored in psychology. Michael has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and is a designated Retirement Benefits Consultant within Bank of America/Merrill. In terms of community involvement, Michael has participated in various organizations such as the Alexander E. Briseño Leadership Development Program, American Lung Association of Texas, Catholic Charities of San Antonio, Catholic Youth Organization (CYO), Community Education Leadership Program, Habitat for Humanity, KLRN TV San Antonio (a PBS affiliate), Leadership San Antonio, Missionary Oblate Partnership, and the TCU San Antonio Alumni Association. He spends time with his wife Katie and their three daughters and enjoys activities including hot yoga, mat Pilates, kayaking, biking, cooking, fishing, hiking, and reading.