Rebecca Montes is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She previously served as a Financial Consultant I at Fidelity Investments from 2024 to 2025. Prior to joining Fidelity, Rebecca worked as a Portfolio Manager at WestStar Bank from 2023 to 2024 and as a Client Specialist at Edge Capital Group from 2017 to 2022. In her role, Rebecca helps clients create, implement, and adhere to financial plans designed to provide peace of mind. She focuses on building long-lasting relationships based on trust and aims to be a reliable advisor for clients at any stage of their life. Outside of her professional work, Rebecca's personal interests include fitness activities such as Pilates, running, and snowboarding, as well as spending time with pets and traveling.

Eleanor Donkor is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. She joined J.P. Morgan Securities in 2026 and has experience in various roles across financial services and business acquisitions since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and investment manager searches through a structured, non-discretionary process that includes ESG considerations.

Joseph Gonzales is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses. He has 44 years of industry experience, including longstanding roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Shaju Alexander is a financial advisor with OSAIC in San Antonio, TX, holding a Series 66 designation and 28 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 19 years before joining OSAIC. Outside of advisory services, he is engaged in the sales and service of fixed life, health, and disability insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and diversified portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Brandon Webb is a financial advisor at Edward Jones in Boerne, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he held various roles in education, labor, and agricultural sectors, including positions at Boerne Independent School District and Azcona Harvesting. He is also involved with Cuervo Holdings, a business related to raw land, farm equipment, and olives in Greenfield, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard.

Barton Lindemann is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2017, with prior roles at The Champion Group and Capital Group. Outside of his advisory work, he assists with managing a guest house listed on Airbnb. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Carlos Cortez is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at USAA Investment Management Company for 24 years before joining Charles Schwab in 2018, with brief roles at Victory Capital Management and Victory Capital Services in 2021. Outside of his advisory activities, he owns and manages real estate properties. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 models with access to affiliated discretionary separately managed accounts and offers integrated custody, brokerage, and investment services.

Clarice Schmidt is a financial advisor with Thrivent Investment Management based in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial for Lutherans since 2009 and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a broad range of topics, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Leslie Irizarry is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley, Leslie worked at JPMorgan securities LLC and JP Morgan. Outside of advising, Leslie operates as a notary signing agent and has experience working with Uber in a customer service role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market modeling techniques.

Byron Armstrong is a financial advisor with Primerica Advisors in Castroville, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to advisory work, Armstrong receives non-investment related compensation for referrals related to home security and automation products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail client portfolio management rather than institutional or pension plans.

Shelly Rolf is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Ameriprise, CapFinancial Securities LLC, CapFinancial Partners LLC (CAPTRUST), and CUNA Mutual Group. Ameriprise offers a retirement-income planning service for clients typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alan Gonzalez is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Morgan Stanley in San Antonio, TX. His prior roles include positions at CapFinancial Partners LLC (CAPTRUST), Sendero Wealth Management, and The Vanguard Group, Inc. Outside of advising, he has been involved with Lending Strategy Advisors in a business development capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Everett Collins is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, he serves on the advisory board of St. Luke's Episcopal School, overseeing the school's endowment fund management. 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, and nonprofit organizations, offering financial planning, consulting, and institutional fiduciary services through a range of portfolio management strategies.

Kent Clark is a CFP® with 22 years of industry experience, currently serving at Fidelity Investments. His work history includes roles at Fidelity and Charles Schwab, with over eight years at FIDELITY Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds unique roles such as registration with the CFTC and advisory positions to multiple fund-of-funds.

Keith Conklin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2010, initially serving as a Wealth Management Banker before transitioning to an advisory role in 2015. Keith brings over 17 years of financial advisory experience, having worked extensively with retirees, pre-retirees, small business owners, physicians, attorneys, and business executives. Keith employs a Goals Based Wealth Management approach, focusing on creating customized financial plans that align with clients’ lifetime income objectives, wealth preservation, and wealth transfer goals. He emphasizes strategies that balance diversification with clients’ risk tolerance and uses professional money managers to develop income-producing portfolios for retirees. His expertise covers areas including retirement income, family wealth management, legacy planning, and portfolio management services. Keith earned a Bachelor’s degree from Union College in Schenectady, NY, and an MBA from The Freeman School of Business at Tulane University in New Orleans, LA. Born and raised in the New York City metropolitan area, he has lived in New Orleans and Dallas before settling in San Antonio. Beyond his professional work, Keith is active in community service, serving on the boards of charitable and political organizations. In his personal time, he enjoys traveling, cooking, football, gardening, music, reading, and spending time with his family.

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.

Lisa Blonkvist is a financial advisor at Morgan Stanley with 40 years of industry experience. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Blonkvist holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and investment research.

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.

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.

Claudia Lopez is a Series 66 credentialed financial advisor with Thrivent Investment Management in Boerne, TX. She has been with Thrivent and its related entities since 2018, including prior experience with the Church of God from 2013 to 2018. Her industry experience officially begins in 2026 with Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”