Christopher Hall is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Pontem LLC, Waddell & Reed, Inc., and various insurance carriers related to W&R Insurance Agencies. Hall also manages non-variable insurance activities and is associated with a business entity for tax and investment purposes. 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 broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced advisor tools and a diverse platform that integrates advisory and non-advisory financial services.

Jeremy Hahn is a Series 66–licensed financial advisor with Edward Jones in San Antonio, TX, where he has worked since 2010. He has 16 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Brisa Gonzales is a CFP®-designated financial advisor with Raymond James Financial, based in San Antonio, TX, and has three years of industry experience. Her prior roles include work at Beneficent Financial and Momentum Independent Network Inc. Outside of her advisory work, she is involved with Beneficent Financial in a non-investment capacity. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ernest Mendoza is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Raymond James since 2006 and also leads Richard Mendoza Wealth Services, where he serves as CEO. Outside of his advisory role, he manages a business providing office support services including equipment and telecommunications. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Michael Lanning is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, with prior roles at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors, Inc., and USAA Life Insurance Company. Lanning has been with Charles Schwab and Charles Schwab Bank since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Noah Acevedo is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing sophisticated financial strategies to address diverse client needs throughout their financial lifetime. With a focus on family wealth management, LGBT wealth planning, personal retirement planning, and managing new wealth, Noah offers comprehensive guidance that includes wealth management, education and retirement planning, banking services, credit and lending solutions, as well as business-related financial strategies. Noah has been a financial advisor since 1996 and has been active in the financial services industry since 1984. He holds a Master’s and a Bachelor’s degree from the University of the Incarnate Word. He is a fully registered Senior Financial Advisor with multiple FINRA registrations (Series 7, 6, 63, and 65), holds a Health, Life, and Long Term Care Insurance License, and is a licensed Personal Investment Advisor (NMLS# 620721). Fluent in both English and Spanish, Noah emphasizes a collaborative planning approach tailored to help clients pursue their financial goals. In addition to his professional responsibilities, Noah participates in community volunteering inspired by Merrill Lynch’s tradition of community involvement. His personal interests include reading, traveling, and writing.

Juan Zayas is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked at Merrill and Bank of America since 2020 and was previously employed by JP Morgan Securities LLC and JPMorgan Chase Bank from 2014 to 2020. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jorge Cazarez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch before joining Raymond James in 2018. Outside of his advisory role, he serves as a trustee and executor for a family estate trust. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized municipal advisory services and plan-level SIMPLE IRA consulting programs.

Felipe Sanchez is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 11 years with Waddell & Reed, Inc. and various insurance carriers. Sanchez operates a DBA related to his LPL business and is associated with an investment-related entity, Associates of Clifton Park. 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. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Stephen Breig is a Certified Financial Planner® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo Advisors and its predecessor entities since 2014. Breig owns and operates Breig Wealth Partners, LLC, an investment-related business based in San Antonio, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Aleta Baggett Johnson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2011. Based in San Antonio, TX, her career is solely within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Justin Quillen is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Ameriprise since 2018, following an 11-year tenure at LPL Financial and a brief period at Investment Professionals, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored recommendations.

Craig Veach is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Veach Management and Andeavor, LLC. He also serves as a trustee to his parents' children's trust. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of investment options and third-party advisory solutions.

Cristian Campos is a financial advisor with Equitable Advisors in San Antonio, TX. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles outside the financial industry, including involvement with the George Gervin Youth Center. Equitable Advisors serves a range of clients from individuals to institutional investors, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of investment models and third-party managers to tailor advice and solutions according to client needs.

Zachary Noble is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works closely with clients to understand their full financial picture and develop flexible plans that adapt to changing market conditions, providing access to investment insights and banking solutions. His expertise includes divorce transition planning, legacy planning, liquidity management, personal retirement planning, sports and entertainment, and retirement income. Zachary focuses on building long-term relationships based on trust and transparency to help clients pursue their financial goals. Zachary holds a Bachelor's Degree from Stephen F. Austin State University and the Professional Investment Advisor (PIA) designation. Outside of work, he enjoys outdoor activities such as hunting, fishing, golfing, hiking, and following baseball and football. He also appreciates art, music, and film.

Nathalia Amador is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citigroup Global Markets for 12 years. Outside of her advisory role, she is involved in sales of home security and automation products, as well as loan products, through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

Cesar Canizalez is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with MML Investors Services since 2013 and concurrently affiliated with Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he is also engaged as an insurance broker providing life, disability, long-term care, fixed annuities, and health insurance products. 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 programs, structuring planning engagements as annual, collaborative relationships that utilize firm-approved software to analyze client goals and deliver written recommendations.

Brandon Foreman is a Series 66 licensed financial advisor with 14 years of industry experience, currently affiliated with LPL Financial since 2016. Prior to joining LPL, he worked at Thrivent Investment Management from 2012 to 2016. He also operates a business entity related to his LPL practice in San Antonio, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andres Vela is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at USAA Financial Advisors and USAA Investment Management Company before joining Schwab. Outside of advising, he serves as CFO of an LLC supporting a hair salon business operated by his wife in Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with specialized alternative investment options.

Nicholas Anthony is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has prior experience at firms including Bank of America, Fidelity Investments, The Vanguard Group, and Marcus by Goldman Sachs. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring, tax-focused investment capabilities, and benefits from integration with Bank of America’s broader banking and capital markets platform.