Zuleika Flach is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Virginia Stukkie is a financial advisor with Charles Schwab in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and Pontem LLC. Outside of her advisory work, she serves as president of the Parent Teacher Student Association of Texas. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services to primarily high- and ultra-high-net-worth individuals through its integrated Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

Andrew Voiles is a financial advisor with Raymond James Financial in Boerne, TX. He holds Series 63 and Series 65 designations and has 16 years of industry experience. He has been with Raymond James Financial Services since 2010 and has prior experience at The Bank & Trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and manages municipal and public finance relationships through its affiliate network.

Armando Castillo II is a financial advisor at J.P. Morgan Securities in San Antonio, TX, with four years of industry experience. He holds the Series 66 designation and has worked at firms including New York Life and USAA Life Co. prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Cadena Jr. is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at INVEST Financial Corp. for nine years before joining LPL Financial in 2018. Outside of his advisory role, he owns OLRAC, LLC, a business entity used for tax and investment purposes. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Philip Stevens is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Stevens also has ownership in Abundant Blessings Wealth Management LLC, a financial practice he operates with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by proprietary research and tools, with planning engagements typically structured as discrete consultations rather than ongoing advisory relationships.

Matthew Hester is a financial advisor with Edward Jones in Bulverde, Texas, holding a Series 66 designation and eight years of industry experience. He previously worked at EAN Holdings from 2005 to 2018 before joining Edward Jones, where he has been since 2018. Hester serves as Vice Chairperson of the Board at the Bulverde Spring Branch Activity Center, participating in board meetings, executive director interviews, and fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Nicholas Valenti is a financial advisor with OSAIC in San Antonio, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Signator Investors Inc for nine years before joining OSAIC in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he engages in the sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various investment vehicles.

Kyle Woodard is a financial advisor with Merrill based in San Antonio, TX. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Bank of America, Equitable Advisors, NY Life, and the Kemmy Law Firm, P.C. Merrill 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 to a broad client base, including individuals, high-net-worth clients, and institutional investors.

Blake Biddle is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 credential and eight years of industry experience. Prior to joining UBS in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2025. Before entering the financial industry, he was a professional golfer from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Geraldo Reyes is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at USAA Wealth Management from 2014 to 2018. 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 through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technologies.

Korinne Wilkerson is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson & Co. before joining Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and access to wrap fee programs and institutional consulting, with a focus on tailored financial plans developed through client collaboration and firm research.

Andy Jamieson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He assists clients and their families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Andy aims to build strong relationships with his clients based on trust, reliability, and competency. Andy has extensive experience in the financial industry, having held roles such as Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2018 to 2021, and Financial Advisor at AXA Equitable from 2016 to 2018. His background reflects a consistent focus on investment and financial advisory services. Outside of his professional work, Andy engages in family activities, social events with friends, and volunteering.

Christopher Mata is a Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients to develop and implement financial plans using a variety of financial planning tools and investment options available at Fidelity. He focuses on wealth planning and aims to help clients work toward achieving their financial goals while providing customer service. Christopher has a broad background in financial services, with experience dating back to 2002. Prior to his current role, he held positions including Investment Representative and Relationship Manager at Fidelity Investments, Account Executive at JP Morgan Chase Private Bank, Personal Banker at Chase Bank, and Financial Advisor at American Express Financial Advisors. Outside of his professional work, Christopher enjoys family activities, fitness, exploring food, hiking, and traveling.

Larry Wynn is a financial advisor with Osaic Wealth, Inc. based in Boerne, Texas, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Securities America Advisors, Securian Financial Services, and Planto Roe Financial Services. He is also principal of Symmetry Financial Solutions, where he introduces insurance products primarily for estate planning and protection purposes. Osaic Wealth, Inc. serves a diverse client base including retail, institutional, and high-net-worth investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment platforms and managed accounts.

Brock Brower is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliates since 2000. Outside of advisory services, he is involved in managing business operations and owns several real estate and property management entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Robert Willis Jr. is a Series 66-credentialed financial advisor with Edward Jones in San Antonio, Texas, where he has worked since 2019. He has six years of industry experience and also serves as a part-time Community Minister at Oak Hills Church, supporting community group activities and classes. Prior to joining Edward Jones, he worked at Morrell Masonry Supply for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm operates under a fiduciary standard and has a large national presence with over 23,000 financial advisors and more than $1 trillion in assets under management.

Eric Zeitler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Spc and Sigma Financial Corporation for a decade. He also operates Eric Zeitler Investments LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs and services, including financial planning, retirement consulting, and brokerage, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

David Cortez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 65 and Series 63 licenses. He has three years of industry experience, with prior roles at Fidelity Investments, KeyBank, and Frost Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized manager due diligence and an ESG eligibility framework.

Francisco Gonzalez is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2019, including time at Charles Schwab Bank, SSB. His prior experience includes roles at CUSO Financial Services, LP and University Federal Credit Union. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab’s integrated model combines non-discretionary advisory services with access to discretionary separately managed accounts and alternative investment options.