Andy Jamieson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He assists clients and their families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Andy aims to build strong relationships with his clients based on trust, reliability, and competency. Andy has extensive experience in the financial industry, having held roles such as Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2018 to 2021, and Financial Advisor at AXA Equitable from 2016 to 2018. His background reflects a consistent focus on investment and financial advisory services. Outside of his professional work, Andy engages in family activities, social events with friends, and volunteering.

Christopher Mata is a Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients to develop and implement financial plans using a variety of financial planning tools and investment options available at Fidelity. He focuses on wealth planning and aims to help clients work toward achieving their financial goals while providing customer service. Christopher has a broad background in financial services, with experience dating back to 2002. Prior to his current role, he held positions including Investment Representative and Relationship Manager at Fidelity Investments, Account Executive at JP Morgan Chase Private Bank, Personal Banker at Chase Bank, and Financial Advisor at American Express Financial Advisors. Outside of his professional work, Christopher enjoys family activities, fitness, exploring food, hiking, and traveling.

Larry Wynn is a financial advisor with Osaic Wealth, Inc. based in Boerne, Texas, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Securities America Advisors, Securian Financial Services, and Planto Roe Financial Services. He is also principal of Symmetry Financial Solutions, where he introduces insurance products primarily for estate planning and protection purposes. Osaic Wealth, Inc. serves a diverse client base including retail, institutional, and high-net-worth investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment platforms and managed accounts.

Robert Willis Jr. is a Series 66-credentialed financial advisor with Edward Jones in San Antonio, Texas, where he has worked since 2019. He has six years of industry experience and also serves as a part-time Community Minister at Oak Hills Church, supporting community group activities and classes. Prior to joining Edward Jones, he worked at Morrell Masonry Supply for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm operates under a fiduciary standard and has a large national presence with over 23,000 financial advisors and more than $1 trillion in assets under management.

Eric Zeitler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Spc and Sigma Financial Corporation for a decade. He also operates Eric Zeitler Investments LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs and services, including financial planning, retirement consulting, and brokerage, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

Francisco Gonzalez is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2019, including time at Charles Schwab Bank, SSB. His prior experience includes roles at CUSO Financial Services, LP and University Federal Credit Union. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab’s integrated model combines non-discretionary advisory services with access to discretionary separately managed accounts and alternative investment options.

Jesus Guerra is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles, including at Primerica Mortgage LLC and as a Texas real estate agent. Outside of financial services, he owns Marco Vending and is active as a real estate agent with Texas Premier Realty in San Antonio. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Jason Parker is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017 and MetLife Resources from 2006 to 2017. Outside of his advisory role, he is a partner in a family LLC formed to sell inherited land. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software to analyze client goals and provides recommendations through ongoing, collaborative planning engagements.

Samuel Ribak is a financial advisor with Equitable Advisors in San Antonio, TX, holding a PFS™ designation and Series 63 and 66 licenses. He has 33 years of industry experience, including 24 years with Equitable Advisors and prior work at AXA Advisors. Ribak also operates a tax preparation practice outside of securities trading hours. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to execute client recommendations.

Justin Horsman is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He has worked at multiple Cetera entities since 2023 and is involved with Aspect Wealth Management in a client services role. Outside of his advisory work, Horsman serves as an executive board member and secretary for FEAST, a nonprofit focused on education, and volunteers as an executive board member for TeenPact Leadership Schools. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, accommodating various investment strategies and program structures across a large network of advisors.

Fernando Alvarez Calderon is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He has worked at Merrill since 2013 and has also been with Bank of America, N.A. since 2014. 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 institutions.

Andi Berzani is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at several firms including PNC Bank, BBVA Securities, and UMB Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Joshua Gonzalez is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in working with small business owners and families to develop customized investment strategies and provide guidance on exit planning. As a Personal Investment Advisor (PIA) holding a Certified Exit Planning Advisor® designation, Joshua manages discretionary investment portfolios incorporating Merrill’s model portfolios and third-party strategies. With a Bachelor's degree from the University of the Incarnate Word and an Accredited Certificate from the Exit Planning Institute, he combines his academic credentials with practical experience. Joshua draws upon his background as a former business owner and Certified Fitness Trainer to apply a disciplined, goal-driven approach to wealth management. Joshua actively participates in community organizations, serving as an officer on Bank of America's Board of Community Volunteers and as a board member of HOLA, supporting Hispanic leadership. He is also involved with local groups such as St. Anthony Claret CYO and Windsong UMC. Outside of his professional commitments, Joshua enjoys basketball, boxing, football, golfing, music, running marathons, volleyball, and spending time with his family.

John Shaffer III is a financial advisor at Edward Jones in San Antonio, TX, holding Series 63 and Series 66 designations with 32 years of industry experience. He has been with Edward Jones since 1993. 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 with a large network of financial advisors and branch offices nationwide, offering a range of investment advisory programs and affiliated financial services.

Carlos Henriquez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having previously worked at JP Morgan Chase Bank NA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Robert Alaniz is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Antonio, TX, holding a Series 66 credential and 20 years of industry experience. He has been associated with Raymond James and related entities, including Security Service Investment Group and Security Service Federal Credit Union, since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including municipal and public-finance advisory services.

Alejandro Diez is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding a Series 66 designation and six years of industry experience. His prior positions include roles at Bank of America, Merrill, Citigroup, and MassMutual Texas Gulf Coast. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

Sandy Beauchamp is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She has held positions within Wells Fargo entities since 2009. Outside of her advisory role, she is a pastor and elder at Desert Springs Church in Albuquerque, NM, and owns Beauchamp Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a broad range of specialized planning options tailored to client needs.

Marilyn Ramsook Lilly is a CFP® professional with over 26 years of industry experience. She currently works at Fidelity and has held positions at Citigroup, Victory Capital Advisors, and several other financial services firms. She also operated StarApple, LLC as a self-employed business for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and is noted for its use of AI, algorithmic methods, and formal governance procedures.

Darron Bergstrom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, Bergstrom serves as treasurer of the Rotary Club of Boerne and holds a secretary-treasurer position with the Corpus Christi Firefighters Retirement System. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using a variety of portfolio management and model-based solutions.