Tareq Abdalla is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Elizabeth King is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lorelia Rodriguez is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2016. The firm manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations. Raymond James offers a range of financial planning and investment consulting services, utilizing multiple portfolio management styles supported by firm research and model managers.

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.

Mark Carolin is a financial advisor with OSAIC in San Antonio, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Carolin is also the vice-president of Pinnacle Study Group Inc., an exclusive nonprofit educational group focused on financial planning discourse and idea exchange. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third‑party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary management options.

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.

John Moore is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Ameriprise Financial Services, Inc. and Investment Professionals, Inc. Outside of his advisory role, Moore serves as a soccer referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management options.

Daniel Deviney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera since 2025 and previously spent 18 years with Avantax Investment Services and related entities. Deviney is active in his community as a member of the Bulverde Lions Club and the Bulverde/Spring Branch Area Chamber of Commerce, and he provides business and management consulting through Deviney Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services and access to various third-party money managers.

John Hernandez is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Victory Capital Management and USAA IMCO. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios delivered to intermediary platforms.

Amy Calderon is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2007. Outside of her advisory role, she is a notary for the state of Texas and is involved in a financial services business, Trinity Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

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.

Dallas Peeples is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Victory Capital, Equitable Advisors, and was involved in political campaigns and consulting firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Austin Lane is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Cetera since 2023. He previously worked at J.P. Morgan Securities and American Funds. Lane is president of Greenwing Wealth Management LLC and serves on the boards of the Bandera Natural History Museum and the City of Helotes Economic Development Corporation. He is also an author of books related to financial concepts and participates in community service through a local Rotary Foundation committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, corporate, and institutional clients. The firm offers a multi-manager platform with a diverse range of portfolio management options, financial planning services, and access to third-party managers, overseeing more than $256 billion in assets.

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.

Elizabeth Valenti is a financial advisor at Osaic Wealth Inc. with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Royal Alliance Associates, Signator Investors, and Michigan Financial Companies/John Hancock. Valenti serves as a board member of the Financial Planning Association of San Antonio & South Texas. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Abigail Williams is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Her work history includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as earlier positions outside the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s scale and integrated structure provide centralized supervisory, custody, and order-routing functions to its large client base.

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.