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.

Seth Jutz is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 credentials and has been in the financial industry since 2023, with prior experience at firms including Northwestern Mutual and Capitol Wealth Strategies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending 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.

Melinda Adams is a Series 66-licensed financial advisor with MassMutual Investors Services in San Antonio, TX, and has five years of industry experience. She has worked at MassMutual Investors Services since 2020 and at MassMutual Life Insurance Company since 2019. Outside of her advisory role, she owns Exit With Purpose, a financial coaching business that focuses on budgeting, saving, debt management, and helping clients prepare to exit their businesses. MassMutual Investors Services, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers a range of educational programs and event-driven planning services.

Cristy Rivera Romero is an Investment Consultant at Fidelity Investments, where she has been employed since 2025. Prior to this role, she served as a Financial Representative at Fidelity Investments from 2024 to 2025. She began her financial services career as a Relationship Banker at Bank of America from 2023 to 2024. Cristy focuses on partnering with clients to develop tailored financial strategies and plans that provide clarity, direction, and purpose for their financial futures.

Alan Davidson is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, H&R Block Financial Advisors, Sigma Financial Corporation, and Spc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ross Van Klaveren is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Investment Management Company, and USAA Financial Planning Services. He is involved with Juniper Business Services & Solutions, a tax preparation and accounting firm, where he contributes to estate planning. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven investment solutions.

Kelly Compton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining LPL Financial in 2024, Compton operated Kelly Compton Investments, LLC for over a decade and spent 12 years at WCM Wealth Management, LLC. Outside of advisory work, Compton is a business owner involved in a non-investment related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology solutions to support diverse investment strategies.

Noah Sas is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he gained experience at Northwestern Mutual in various roles and worked at TechSmith Corporation and Sodexo Corporation. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment research to support tailored financial plans but generally acts in an advisory capacity rather than providing individual security recommendations.

Brent Buehler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning in its investment approach.

Luke Le Croy is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and 2021, respectively. His prior roles include positions at Creative Oklahoma, Texas A&M Department of Recreation, Sky Ranch Camps, and Texas A&M University. 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 non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Howard Skillrud is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise before joining LPL and Upstream Investment Partners in 2025. He serves as a board member for two children’s hospitals in San Antonio. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by LPL Research and third-party subadvisors.

Clint Harris Jr. is a financial advisor at Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at NewEdge Advisors, LPL Financial, and Bank of America. Harris serves as chairman of the board for Friends of LPB and holds leadership roles with several Louisiana public broadcasting nonprofit organizations. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to client needs, utilizing Wells Fargo research and tools, with optional implementation through its brokerage or advisory programs.

James Sanders is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a guitar player in a country and western music band based in San Antonio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Leonard Johnson is a financial advisor at Morgan Stanley in San Antonio, TX, with 12 years of industry experience. He has held positions at Morgan Stanley since 2018 and previously worked at JPMorgan Securities LLC from 2015 to 2018. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Richard Berlanga is a financial advisor at Edward Jones in San Antonio, TX, holding the Series 65 and Series 63 designations with three years of industry experience. His work background includes roles at USAA Financial Advisors, JP Morgan Chase, and multiple terms with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Daniel Molina is a Private Wealth Advisor with Merrill Private Wealth Management. He brings 15 years of experience in the financial industry, focusing on areas such as Corporate Executive Services, Institutional Consulting, International Wealth Management, and Tax Minimization. In his role, he aims to tailor strategies that align with the unique needs of each client to help them achieve their financial goals. Molina is fluent in both English and Spanish and serves a diverse clientele. He holds a bachelor's degree from Universidad Panamericana and has earned the Personal Investment Advisor (PIA) designation. Molina is affiliated with professional organizations including Forbes. Outside of his professional work, he has interests in cooking, skiing, and tennis.

Kristen Christensen is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Ameriprise and Investment Professionals, Inc. In addition to her advisory work, she is involved with Outdoor Lifestyle Strategies and Springs Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a varied client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, supporting implementation through advisory programs and other providers.

Pelham Staples is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Frost Bank, Hightower Advisors, Bank of America, Merrill, and USAA Group. 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 applying an ESG eligibility framework in its investment process.

James Li is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been involved in various roles at Fidelity Investments since 2021, including positions as Workplace Planning Consultant I and II, and Regional Center Financial Representative. Throughout his career, James has focused on creating comprehensive financial plans tailored to clients' unique goals, aiming to provide clarity and direction for those seeking dedicated financial advice. James partners with clients to support them in building, protecting, and distributing their wealth. His approach involves helping clients navigate financial planning with a dedicated team to we work towards their objectives effectively. Outside of his professional responsibilities, James is interested in camping, cars, fitness, outdoor adventures, photography, and traveling.