Everett Collins is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, he is a member of the advisory board for St. Luke's Episcopal School, where he reviews the quarterly performance of the school's endowment fund. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using proprietary research and planning tools, supporting both discretionary and non-discretionary advisory relationships.

Betty Cervantes is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Edward Jones since 1999. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Miguel Salazar is a financial advisor at Morgan Stanley in San Antonio, TX, with five years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at Wells Fargo Home Mortgage from 2015 to 2019. He holds the Series 66 designation. 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 and financial planning services supported by structured processes and proprietary modeling tools.

Shari White is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Merrill in 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Lisa Blonkvist is a financial advisor at Morgan Stanley with 39 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Danielle Thompkins is a financial advisor with Ameriprise in Marion, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at CUNA Brokerage Services, Inc and Randolph Brooks FCU, where she also served as a financial advisor outside of her Ameriprise role. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations.

Jason Martinez is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial. Outside of his advisory role, he owns Texas Legacy Planners PLLC, an insurance agency focusing on fixed life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients with a wide range of portfolio management and retirement plan services. The firm operates a multi-manager platform offering various investment strategies and serves over 10,000 advisors and approximately 800,000 clients.

Lauryn Donnelly is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Capital Group/American Funds and Centennial Bank. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Kristine Beaver is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and two years of industry experience. Her background includes positions at Global View Capital Advisors, LLC and Northwestern Mutual Investment Services LLC. She serves as an intelligence and targeting officer in the United States Navy Reserve. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Jason Richard is a financial advisor with Edward Jones in San Antonio, TX, holding CFP® and Series 63 credentials and 25 years of industry experience. He previously worked for Advisors Asset Management, Inc. for 17 years, where he was a shareholder. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Kameron Wood is a Series 66-licensed financial advisor with Morgan Stanley in San Antonio, TX, bringing 21 years of industry experience. He has worked with Morgan Stanley since 2009 and has served at Morgan Stanley Private Bank, National Association since 2015. Wood is also a partner in Fourkwoods Investments LLC, an investment-related business based in San Antonio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Christopher Stewart is a financial advisor at LPL Financial in San Antonio, TX, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Zions Bank and Cetera Investment Services LLC. Stewart serves as a board member of the Trinity University San Antonio Alumni Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services supported by proprietary research and third-party subadvisors.

Charles Matt is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has been associated with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1997 and serves as an adjunct faculty member at the University of the Incarnate Word. Matt also teaches graduate-level theology as an adjunct professor at the Oblate School of Theology and has been a workshop presenter for the Archdiocese of San Antonio. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and educational seminars to support collaborative, goal-based financial planning engagements.

Todd Cox is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc., NYLife Securities LLC, and a decade of self-employment. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-focused planning.

Reynaldo Davila Jr. is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliate Morgan Stanley Smith Barney since 2013. Based in San Antonio, TX, he focuses on wealth management within a large institutional firm. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates various investment strategies, including relationships with investment companies and private funds.

Walter Hayne is a Senior Financial Advisor at Merrill Lynch Wealth Management with three decades of experience spanning wealth management, commercial and private banking, valuation, strategy, and transactional mergers and acquisitions. He co-founded Hayne Moon & Associates and works closely with business founders, corporate executives, and families with assets in energy, investment markets, and real estate. Walter assists clients in navigating complex financial challenges, including diversification, tax-efficient wealth structuring, liquidity management, and legacy planning. He also provides clients with access to Bank of America, N.A.'s resources in investment banking, financing, and cash management solutions. Walter holds a Bachelor’s degree in History from Williams College and an MBA in Finance from Southern Methodist University’s Cox School of Business. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He manages discretionary portfolio strategies that may incorporate individual securities, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches. In addition to his professional responsibilities, Walter has served on the boards of various charitable and civic organizations in San Antonio and the surrounding area. He lives in San Antonio with his wife and four children. His personal interests include biking, fishing, golfing, hiking, hunting, music, racquetball, skiing, spending time with family, and tennis.

Mary Patricia Douglass is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience at PlainsCapital Bank and has held various roles connected to the University of Texas at Austin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Jeffrey Wright is a Certified Financial Planner (CFP®) with 17 years of industry experience. He currently works at Morgan Stanley in San Antonio, TX, having held roles at Morgan Stanley Private Bank, Victory Capital Management, and Financial Engines Advisors, among others. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

James Silva is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Morgan Stanley for four years before joining J.P. Morgan in 2018. Outside of his advisory role, Silva has been involved in entrepreneurial activities with XeriPro, LLC, a landscaping and fence business. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process. The firm integrates quantitative modeling and centralized due diligence, applying an ESG eligibility framework, and provides access to a broad range of products including those related to swap-dealer activities.

Marijean Hansen is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2021. Her prior experience includes roles at Christopher Hall, Betty Vargas, and Waddell & Reed, Inc. She is based in San Antonio, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs supported by research and a variety of portfolio management options.