Catherine Blyden is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2015, with additional experience at Agile Group USA. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Scott Muenz is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a partner in a business that holds an office building in San Antonio. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions typical of a large institutional financial services company.

Yareli Martinez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2019. Martinez also has a background in banking with J.P. Morgan Chase Bank and has worked in retail at TJ Maxx. Additionally, she has been affiliated with San Antonio College for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria in its recommendations.

Scott Thompson is a CFP®-certified financial advisor with 25 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Thompson is also involved in insurance sales through Clipper Wealth Management, focusing on non-variable health insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, 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.

Timothy Montfort is a financial advisor with Raymond James & Associates in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2009 and is also the owner and CEO of Hill Country Woodshop, a woodworking business he founded in 2018. 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 municipal entities, offering non-discretionary financial planning and investment consulting supported by a wide range of portfolio management styles and affiliated research.

Kyle Irwin is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He focuses on understanding clients' individual financial situations, concerns, and goals to effectively address their priorities. Kyle collaborates with clients to create personalized financial plans and shares ideas aimed at enhancing their financial future. He emphasizes working ethically and diligently for the people of South Texas and their families. Kyle has extensive experience within Fidelity Investments, having held various roles since 2009, including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Case Manager, PCG Relationship Manager, Premium Service Representative, and Financial Service Representative. Prior to joining Fidelity, he worked as an Insurance Sales Representative at Western & Southern Financial Group from 2008 to 2009. Kyle holds a California Insurance License. Outside of his professional work, he has personal interests in baseball, football, family activities, movies, social events with friends, and parenthood.

Michael Mullins Sr. is a financial advisor with LPL Financial based in New Braunfels, TX. He holds a Series 63 designation and has 38 years of industry experience, including roles at Mullins & Timmermann, P.C., Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he operates a tax preparation and accounting practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Michael Borok is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he is a budget committee member for Grace Baptist Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients who meet a net-worth threshold. The firm integrates advisory services with other financial products and referral channels, delivering recommendations through meetings and written summaries with optional implementation.

Dustin Bryant is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Nike for 12 years. Outside of his advisory role, Bryant coaches soccer at New Braunfels Christian Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Joshua Galindo is a financial advisor at Morgan Stanley based in San Antonio, TX, holding the Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he was affiliated with Texas Cavaliers and has experience working in education within the Alamo Heights School District. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Brian West is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation. He has one year of industry experience, previously working at Rackspace Technology and Apple. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and a collaborative annual planning process.

Stephen Spears is a CFP® certified financial advisor with 36 years of industry experience. He is currently with Ameriprise Financial Services LLC and was previously with Frost Brokerage Services, Inc. and Frost National Bank. He is based in San Antonio, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Michael Laurence is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Smith Shellnut Wilson and LPL Financial LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with advisory engagements generally discrete and tailored to client needs.

Adriana Sferle is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured processes and advanced modeling tools.

Gina Espinoza is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her previous roles include positions at Victory Capital Advisers, Fidelity National Information Services, and USAA across various advisory and investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

George Rogers is a Series 66-licensed financial advisor with two years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Victory Capital and EchoRock Financial, where he is also a partner in a tax preparation and representation services firm. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates quantitative and qualitative research supported by centralized due diligence and offers a program with broader derivatives and commodities capabilities.

Jacob Askari is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Charles Schwab, Bank of America/Merrill Lynch, and JPMorgan Chase Bank. Outside of his advisory role, he assists with daily care activities for a family member. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Benjamin Lopez is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He has previously worked at Victory Capital and Mass Mutual and has a background that includes a technology consulting venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG considerations.

Anthony Garcia is a CFP® with 24 years of experience in the financial services industry. He has been with Ameriprise since 2002 and currently works in their San Antonio, TX office. In addition to his advisory role, he is a part-owner and assists with management duties at an office building in San Antonio. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

William Kopplin is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Clearing and UBS Financial Services. Outside of advising, he holds a majority ownership in a sporting club in San Antonio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop personalized recommendations.