Ana Robinson is a financial advisor at Merrill with 24 years of industry experience, including 20 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. She holds Series 63 and Series 66 designations and is based in San Antonio, TX. Outside of her advisory role, she is a co-owner of family rental properties in San Antonio. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

David Stanley is a financial advisor with Ameriprise in Helotes, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Randolph Brooks FCU and Cuna Brokerage Services, Inc. Outside of finance, he owns D's Designs, a woodworking business specializing in Christmas decor, signs, and door wreaths. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team in partnership with client advisors.

David Clapp is a financial advisor at Edward Jones in San Antonio, TX, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katrina Bell is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisor Inc., and Citibank. 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, multi-asset model portfolios, and a centralized operational structure.

Ashley Pribble is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. She has worked at Charles Schwab since 2022 and previously held roles at USAA, focusing on financial planning and life insurance. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a broad range of integrated custody, brokerage, and advisory services.

Santanna Moody is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, Moody worked at NYLIFE Securities LLC and New York Life Insurance Company from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Diane Edwards is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2015 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and uses research from both in-house and third-party sources.

Marco Barajas is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to his financial advisory role, he was associated with the Defense Finance and Accounting Service. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Priscilla Shuster is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 advisors and offers a range of advisory strategies, including tax-efficient services and proprietary investment options.

Abigail Claudio Jackson is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 1997 and holds a Series 63 designation. Outside of her advisory role, she owns and operates a small retail boutique called Abby's One of a Kind Finds. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Colleen Gavaghan is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she manages a construction and real estate business through C2C Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of advisors and branches.

Oran Tsakopulos III is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2000. Outside of his advisory role, he works as a sales agent specializing in individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers planning through collaborative, annual engagements using firm-approved software tools, with additional services including wrap programs and educational seminars.

Martin Mata is a CFP® and ChFC® with 35 years of experience in the financial industry. He has worked at Charles Schwab since 2023 and previously held roles at USAA Life Insurance Company, USAA Investment Management Company, and USAA Financial Planning Services from 2007 to 2023. Charles Schwab & Co., Inc. serves a large client base of 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by in-house research and alternative investment options.

James Herring is a financial advisor with Ameriprise in Canyon Lake, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at CUNA Brokerage Services, Randolph Brooks FCU, and Thrivent Financial. He serves on the board of directors for PROCU. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering tailored recommendation reports through a centralized consulting team utilizing research, modeling, and tax-efficiency analysis.

Amanda Galassini is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. She has worked with several financial firms including LPL Enterprise and The Prudential Insurance Company of America. Prior to her advisory career, she spent eight years working in independent school districts. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Matthew Phillips is a financial advisor with Morgan Stanley Wealth Management, based in San Antonio, TX, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Jason Flint is a CFP® and PFS™ credentialed advisor with five years of industry experience. He is currently with Cetera in San Antonio, TX, having previously worked at Avantax Investment Services, Inc., and Avantax Insurance Agency. In addition to his advisory work, he serves as the director of Flint CPA, PLLC, a tax preparation and planning firm that also provides IRS representation and resolution services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and various program structures.

Joshua Killeen is a Financial Advisor with Merrill Lynch Wealth Management, where he provides personalized wealth management strategies tailored to the unique goals and priorities of his clients. He focuses on bringing simplicity and transparency to financial planning, helping clients navigate the complexities of managing their wealth by placing their needs at the center of every decision. Joshua works collaboratively within the K&I Associates team, leveraging over 100 years of combined financial industry experience and the resources of Merrill to offer a comprehensive approach to investment, lending, and banking solutions. Joshua's areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and investment strategies for both individual and corporate clients. He holds a Bachelor's degree in Finance from the University of Texas at San Antonio, where he was a member and captain of the baseball team, received all-conference honors, and was a three-time academic honor roll selection. Joshua has also served in leadership roles with the Fellowship of Christian Athletes and trains young athletes in baseball. He is married to his wife Kathryn, and they are expecting their first child in August 2024. Joshua holds the Personal Investment Advisor (PIA) designation. In his personal time, he enjoys baseball, football, golf, hunting, pickleball, reading, spending time with family, table tennis, traveling, and watching movies. Banking and lending services are provided through Bank of America, N.A.

Michael Whitehurst is a Wealth Management Advisor and Retirement Benefits Consultant with Merrill Lynch Wealth Management. He is a partner with the Collins Whitehurst Femat Wealth Management Team, where he focuses on helping businesses establish, evaluate, and improve retirement plans for their employees. Michael works closely with employers to evaluate plan providers, control costs, and enhance retirement outcomes for their workforce. He has experience advising companies ranging from 15 to over 1,500 employees. Michael holds a Bachelor of Business Administration degree from Texas Christian University, with a major in marketing and a minor in psychology. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) within Bank of America/Merrill. In addition to his professional work, Michael has been involved with various community organizations such as the Catholic Youth Organization, Catholic Charities of San Antonio, American Lung Association of Texas, Habitat for Humanity, and the TCU San Antonio Alumni Association. He has participated in leadership development programs including the Alexander E. Briseño Leadership Development Program, Leadership San Antonio, and the Community Education Leadership Program. Michael enjoys spending time with his wife Katie and their three daughters and engages in activities such as hot yoga, Pilates, kayaking, and outdoor pursuits.

Baochau Ton is a financial advisor at Merrill with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Merrill in 2024, Ton worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2018 to 2024. Ton has also held roles in various academic and nonprofit organizations, including Texas A&M University and the University of Texas MD Anderson Cancer Center. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.