Corey Cunningham is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Corey leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to create strategies that adapt to changing market conditions. Corey holds a Bachelor's Degree from the University of Texas System and a Master's Degree from Southern Methodist University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to community involvement, Corey participates in local volunteer activities aligned with Merrill's tradition of serving the communities where they operate.

Maria Perez is a financial advisor with Equitable Advisors in San Antonio, TX. She holds the Series 66 designation and has one year of industry experience. Her background includes roles at New York Life Insurance Company, American Income Life Insurance Company, and DoorDash, as well as nine years with the American Bar Association’s Pro BAR program. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm relies on third-party asset managers and advisory programs and offers services that include mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Abigail Bailey is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Raymond James and Capital Group. Outside of her advisory career, she owns and manages a rental property business in New Braunfels, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages a large asset base across various investment services and strategies.

Jason Garriott is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at USAA Financial Advisors, Inc., USAA financial planning services, Usaa Investment Management Company, and Charles Schwab. 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 a non-discretionary advisory model with access to affiliated discretionary separately managed accounts, leveraging multi-asset model portfolios and due diligence on alternative investments.

Joe Sanchez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Citi, Raymond James Associates, and AllianceBernstein. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term approach.

Corey Ford is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for four years. Outside of finance, Corey has experience in the food service industry, including roles at Torchy's Tacos and Snooze Eatery. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Amanda Duran is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. She is currently with Osaic Wealth in San Antonio, TX, having previously worked at LPL Financial LLC, River City FCU, CUSO Financial Services, and several other firms. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of advisory and brokerage services through a multi-advisor platform that incorporates model-based asset allocation and portfolio optimization.

Jorge Cruz is a financial advisor with Ameriprise in Live Oak, TX, holding Series 63, 65, and 66 licenses and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked at Teamwork Financial Advisors and Teamwork Financial Group for six years, and Edward Jones for two years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement income planning and ongoing advice based on detailed analysis and proprietary tools.

Sanda Bailey is a CFP®-designated financial advisor with Ameriprise in San Antonio, TX, bringing 41 years of industry experience. She has been with Ameriprise and its predecessor entity since 2005. Outside of her advisory work, she has fiduciary responsibilities including healthcare power of attorney for an individual. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored income planning and annual advice, integrating firm research and third-party data to support retirement strategies.

Richard Smith Jr. is a ChFC®-designated financial advisor with LPL Financial, where he has worked since 1995, totaling 31 years with the firm and 46 years of industry experience overall. Prior to and alongside his tenure at LPL, he has been associated with Connecticut General Life Insurance Company since 1979. Outside of his advisory role, he is a partner and investor in a home-based windows and sidings sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

Alan Chase is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and 42 years of industry experience. He previously worked at Commonwealth Financial Network for 26 years before joining Raymond James in 2025. He is also president of Ingenuity Financial Services, Inc., a financial advice and services firm he has led since 2000. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs and institutional portfolio management.

Rebecca Sierra is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she has worked as an Uber driver in San Antonio, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Braden Blackwelder is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Drenzo Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC and Victory Capital Advisers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Hector Chavez is a Financial Advisor with Merrill Lynch Wealth Management. Based in San Antonio, Texas, he brings nearly eight years of experience within the firm, progressing from a teller position to his current advisory role. Chavez works with a diverse client base, including business owners, homebuyers, first-time investors, and professionals across various industries. His areas of focus include college education planning, LGBT wealth planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Hector earned an Accredited Certificate from South San Antonio High School. Outside of his professional responsibilities, Chavez enjoys cooking, music, photography, reading, spending time with his family, traveling, and watching movies. He is bilingual in English and Spanish and emphasizes a client-centered approach, aiming to understand what matters most to each family to help create strategies that pursue their financial goals.

Keith Connolly is a Senior Financial Advisor with Merrill Lynch Wealth Management based in San Antonio, Texas. He has been serving clients since 1997, focusing on helping families and small businesses manage their increasingly complex financial lives. His client focus areas include corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Mr. Connolly holds a Bachelor's degree from the University of Connecticut, where he was part of a nationally ranked rugby team. Before joining the financial services industry, he worked in the newspaper sector with a subsidiary of Dow Jones. He holds the Personal Investment Advisor (PIA) designation and is involved in professional and community organizations, including past board memberships with the San Antonio Gaelic Football Club and San Antonio Rugby Club. His community involvement includes volunteering with organizations focused on hunger and support for service members, such as DOGS (Dads of Great Students), Headwaters Sanctuary, San Antonio Rodeo Wounded Service Member Project, and Wishes For Our Heroes. He has also served as a coach for youth sports teams.

Douglas Stone is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate firms since 2008. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, a contractor entity that manages his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonah While is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His work history includes positions at Trellis Solutions, Equitable Advisors, LLC, and First Commercial Bank, as well as prior roles outside the financial sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Perez is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021, following several years at USAA in various financial advisory and investment roles. He is based in San Antonio, TX. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers both non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options with centralized custody and operational support.

Tyler Foreman is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. He has been with LPL Financial since 2016 and previously worked at Saint Marks Presbyterian Early Learning Center for seven years. Outside of his advisory role, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services, including financial planning and model portfolio programs, to individuals, retirement plan participants, banks, trust companies, and other institutions.