Gregory Metz is a financial advisor at Morgan Stanley in San Antonio, TX, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at major firms including Wells Fargo Clearing and UBS Financial Services. Outside his advisory role, he is co-owner of Synergiz Partners LLC, a floral import-export business operated by his spouse. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with extensive resources and investment strategies.

Kelly Finley is a Series 66-licensed financial advisor with Edward Jones, based in Shavano Park, TX, and has six years of industry experience. Prior to joining Edward Jones in 2019, Finley worked in senior living and automotive industries. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Korson Hastings is a financial advisor at Equitable Advisors holding a Series 66 designation with one year of industry experience. His prior experience includes roles at the University of Texas at Dallas and Trinity University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a range of investment solutions without sponsoring its own wrap fee program.

Peggy Stavinoha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at UBS Financial Services and Chase Investment Services Corp. Outside of finance, she teaches a weekly fitness class at Life Time Fitness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and incorporates ESG eligibility in its recommendations.

Griffin Colbert is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, Fidelity Investments, Charles Schwab, and State Farm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Christopher Budde is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior work includes roles at Mcgill Airflow LLC and Panda Express, as well as four years at Abilene Christian University. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The program combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations and incorporates a range of eligible investment strategies.

Ian Mobley is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Fidelity Brokerage Services LLC and Fidelity Investments. Outside of finance, his background includes experience in photography and various entrepreneurial ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and derivative capabilities.

Ahmad Achmar is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following prior roles at CHASE and Securian Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Richard Sosa is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he spent 15 years with Citigroup Global Markets and Citibank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG eligibility in its recommendations.

Wesley Taylor is a financial advisor with Raymond James Financial in San Antonio, Texas, holding Series 65 and Series 63 licenses and having one year of industry experience. He previously worked with Mutual of Omaha and serves as a worship leader at First Presbyterian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Richard Sharp is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has previously worked at Securities America Advisors and Securian Financial Services, and has owned Symmetry Financial Solutions, a business involved in investment advisory and insurance services, since 2020. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering both brokerage and advisory services across various financial programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by multiple management strategies, with a notable scale and complex affiliate network.

Charlie De Leon is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through roles including Fidelity Representative I, Financial Representative II, and Financial Consultant. Prior to joining Fidelity, he held financial representative positions at US Global Investors and Morgan Stanley. Charlie focuses on helping clients identify and articulate their financial goals, guiding them through complex financial planning processes to build customized plans and manage risks. He emphasizes ongoing client engagement, regularly reviewing plans to ensure alignment with clients' evolving needs and preferences, and collaborates with teammates and business partners to provide responsive customer service. Outside of his professional work, Charlie has personal interests in cars, comedy, golf, music, tennis, and traveling.

Catherine Bruce is a financial advisor with Ameriprise in Bulverde, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise in 2019. Outside of her advisory role, she has involvement in non-investment-related real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis delivered through a centralized consulting team alongside its broad advisory and insurance offerings.

Richard Walters Jr. is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022, with prior roles at The Vanguard Group and the Arizona State Retirement System. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Matthew Merrill is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses. He joined the firm in 2026 and has no prior advisory industry experience. Before joining J.P. Morgan Securities, he worked for United Parcel Service Ups and held various other roles including employment at Oak Hills Country Club and Walmart. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its recommendations and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Jacob Corbello is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Wells Fargo for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, with capabilities extending to derivatives and commodities through various regulatory registrations.

Ronnie Higgs is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. His prior work history includes roles at firms such as Usaa, Fisher Asset Management, Robinhood Markets, Coinbase, and Liberty Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

David Spellman is a financial advisor with LPL Financial in San Antonio, TX, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. Prior to joining LPL Financial, he worked at Money Concepts Capital Corp and operated the David Spellman Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Iryna Shepeta is a financial advisor with Primerica Advisors in San Antonio, TX. She holds Series 65 and Series 63 licenses and has been with Primerica Financial Services and PFS Investments Inc. since 2025. Prior to her advisory career, she was self-employed from 2015 to 2017 and unemployed from 2017 to 2025. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using primarily model-driven strategies managed by unaffiliated asset managers.

Annabelle Watson is a financial advisor at Ameriprise with three years of industry experience. She previously worked at Raymond James & Associates and Recognos Financial. Watson is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise offers a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.