Jason Garriott is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at USAA Financial Advisors, Inc., USAA financial planning services, Usaa Investment Management Company, and Charles Schwab. 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 combines a non-discretionary advisory model with access to affiliated discretionary separately managed accounts, leveraging multi-asset model portfolios and due diligence on alternative investments.

Joe Sanchez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Citi, Raymond James Associates, and AllianceBernstein. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term approach.

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.

Sanda Bailey is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise in San Antonio, TX since 2020. She previously worked with Ameriprise Financial Services, Inc. from 2005 to 2020. Her other business activities include fiduciary duties and acting as healthcare power of attorney for an individual. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a broad client base and combines advisory, brokerage, and insurance solutions through affiliated entities.

Alan Chase is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 63 designation and 41 years of industry experience. He previously worked for Commonwealth Financial Network for 26 years before joining Raymond James in 2025. Outside of his advisory role, he serves as president of Ingenuity Financial Services, Inc., a company providing financial advice and services. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and specialized services.

Tristan Haby is a financial advisor with Edward Jones in Castroville, TX, holding a Series 66 designation. He has been in the industry since 2026, previously working at Castroville State Bank for five years and holding roles in facility maintenance and the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm operates a large nationwide network of financial advisors and branch offices and manages approximately $1.01 trillion in assets under management.

Braden Blackwelder is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Drenzo Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC and Victory Capital Advisers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Hector Chavez is a Financial Advisor with Merrill Lynch Wealth Management. Based in San Antonio, Texas, he brings nearly eight years of experience within the firm, progressing from a teller position to his current advisory role. Chavez works with a diverse client base, including business owners, homebuyers, first-time investors, and professionals across various industries. His areas of focus include college education planning, LGBT wealth planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Hector earned an Accredited Certificate from South San Antonio High School. Outside of his professional responsibilities, Chavez enjoys cooking, music, photography, reading, spending time with his family, traveling, and watching movies. He is bilingual in English and Spanish and emphasizes a client-centered approach, aiming to understand what matters most to each family to help create strategies that pursue their financial goals.

Keith Connolly is a Senior Financial Advisor with Merrill Lynch Wealth Management based in San Antonio, Texas. He has been serving clients since 1997, focusing on helping families and small businesses manage their increasingly complex financial lives. His client focus areas include corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Mr. Connolly holds a Bachelor's degree from the University of Connecticut, where he was part of a nationally ranked rugby team. Before joining the financial services industry, he worked in the newspaper sector with a subsidiary of Dow Jones. He holds the Personal Investment Advisor (PIA) designation and is involved in professional and community organizations, including past board memberships with the San Antonio Gaelic Football Club and San Antonio Rugby Club. His community involvement includes volunteering with organizations focused on hunger and support for service members, such as DOGS (Dads of Great Students), Headwaters Sanctuary, San Antonio Rodeo Wounded Service Member Project, and Wishes For Our Heroes. He has also served as a coach for youth sports teams.

Douglas Stone is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameriprise and its affiliate since 2008. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, a contractor entity related to managing his practice. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Steven Perez is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021, following several years at USAA in various financial advisory and investment roles. He is based in San Antonio, TX. 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 offers both non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options with centralized custody and operational support.

Tyler Foreman is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. He has been with LPL Financial since 2016 and previously worked at Saint Marks Presbyterian Early Learning Center for seven years. Outside of his advisory role, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services, including financial planning and model portfolio programs, to individuals, retirement plan participants, banks, trust companies, and other institutions.

Brisa Gonzales is a CFP®-designated financial advisor with Raymond James Financial, based in San Antonio, TX, and has three years of industry experience. Her prior roles include work at Beneficent Financial and Momentum Independent Network Inc. Outside of her advisory work, she is involved with Beneficent Financial in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Michael Lanning is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, with prior roles at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors, Inc., and USAA Life Insurance Company. Lanning has been with Charles Schwab and Charles Schwab Bank since 2020. 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. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Noah Acevedo is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing sophisticated financial strategies to address diverse client needs throughout their financial lifetime. With a focus on family wealth management, LGBT wealth planning, personal retirement planning, and managing new wealth, Noah offers comprehensive guidance that includes wealth management, education and retirement planning, banking services, credit and lending solutions, as well as business-related financial strategies. Noah has been a financial advisor since 1996 and has been active in the financial services industry since 1984. He holds a Master’s and a Bachelor’s degree from the University of the Incarnate Word. He is a fully registered Senior Financial Advisor with multiple FINRA registrations (Series 7, 6, 63, and 65), holds a Health, Life, and Long Term Care Insurance License, and is a licensed Personal Investment Advisor (NMLS# 620721). Fluent in both English and Spanish, Noah emphasizes a collaborative planning approach tailored to help clients pursue their financial goals. In addition to his professional responsibilities, Noah participates in community volunteering inspired by Merrill Lynch’s tradition of community involvement. His personal interests include reading, traveling, and writing.

Juan Zayas is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked at Merrill and Bank of America since 2020 and was previously employed by JP Morgan Securities LLC and JPMorgan Chase Bank from 2014 to 2020. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jorge Cazarez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch before joining Raymond James in 2018. Outside of his advisory role, he serves as a trustee and executor for a family estate trust. 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 institutions. The firm provides tailored non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized municipal advisory services and plan-level SIMPLE IRA consulting programs.

Aleta Baggett Johnson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2011. Based in San Antonio, TX, her career is solely within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Justin Quillen is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Ameriprise since 2018, following an 11-year tenure at LPL Financial and a brief period at Investment Professionals, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored recommendations.