Christopher Stevenson is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by the Global Investment Committee’s analyses, while generally acting in an advisory capacity without offering individual security recommendations as part of standalone plans.

Rachel Murua is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior experience includes roles at John West Therapy Services and Frost Bank before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Angela Almaraz is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2015, including a current role at Bank of America, N.A. since 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Randal Boggs is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley since 2009, currently serving in Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christian Rivera 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 2019, he worked in roles at Sherwin Williams, Texas Tech University, and Enterprise Rental Car. 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 programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Washburn is a financial advisor with Fidelity Investments in San Antonio, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at Raymond James Financial Services, Southwestern Investment Advisory Services, and the Gonzalez Wealth Team. Outside of finance, he has experience with Andy's Sprinkler & Drainage and Favor Delivery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its work with multi-manager fund structures, model portfolios, and use of AI-driven research tools.

Bradley Bates is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Next Financial Group Inc and Wayland Baptist University. Outside of his advisory role, he is involved in tax preparation and accounting through Riverside Consulting LLC. 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, including discretionary and non-discretionary management, supported by research and model portfolios.

Ignacio Aguirre Mijares is a financial advisor with Merrill Lynch Wealth Management, joining the firm in December 2022. Since entering the financial services industry in 2021, he has focused on delivering strategic financial solutions and building meaningful client relationships. He specializes in areas such as college education planning, family wealth management strategies, international wealth management, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, tax minimization, and retirement income. Born in Torreón, Coahuila, Mexico, Ignacio is fully bilingual in English and Spanish. He holds a Bachelor of Business Administration from the University of Texas at San Antonio. His cross-border background and education contribute to his understanding of the financial opportunities and challenges faced by clients with international ties. Ignacio holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). In his personal time, Ignacio enjoys cooking, football, golf, soccer, tennis, traveling, and spending time with his family.

Peter Lewis is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been with MML Investors Services since 1987 and MassMutual Life Insurance Company since 1986. He also manages an individual life and health insurance business on the side. 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 offers financial planning, asset management, and educational seminars, using firm-approved technology and structured, collaborative client engagements.

Melissa Burek is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio strategies, combining in-house and third-party investment managers, alongside notable capital-markets and affiliated asset management capabilities.

Valerie Butler is a financial advisor with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with UBS since 1981. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Joseph Gillespie is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years before joining LPL Financial in 2022. Outside of his advisory work, he is involved as an insurance agent and has responsibilities related to insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Hayden Smith is a Financial Advisor at Merrill Lynch Wealth Management specializing in college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He focuses on assisting Texas families in developing comprehensive retirement plans. Originally from the Rio Grande Valley in Texas, Hayden has a background that includes six years of experience in the Medicare industry working on behalf of Aetna. He holds a Bachelor's degree in History and Political Philosophy from Hillsdale College and a Master's degree in Politics from the University of Dallas. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Hayden enjoys camping, football, hiking, reading, and traveling. He has a personal philosophy centered on helping clients identify what matters most to them and their families, developing strategies to pursue their financial goals.

Michael Tejeda is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at USAA in various financial planning and investment management roles. Outside of his advisory work, he serves as a deacon and assistant treasurer at Kingsborough Ridge Baptist Church in San Antonio, where he is involved in finance committee activities and teaches bible studies. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, delivering investment guidance via multi-asset model portfolios and offering access to discretionary separately managed accounts.

Yuhui Chang is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Miles Miller is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Raymond James Financial Services, Southside Bank, BBVA Securities Inc., and Strategic Financial Concepts. Outside of his advisory role, Miller owns a sole proprietorship managing oil and gas royalties and is involved in livestock production through a family ranch business. 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 institutional investors.

Jaxson Busch is a financial advisor at Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Primerica, his work history includes roles outside the financial sector, such as sales at Panda Express. Outside of advisory duties, he is involved in sales of non-investment home-related products and satellite TV services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Matthew Webber is a CFP® professional at Charles Schwab with 18 years of experience in the financial services industry. He has worked at Charles Schwab since 2020 and previously held positions at USAA Investment Management Company and USAA Financial Advisors, Inc. in various advisory and financial planning roles. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a formal alternative-investment process.

Jennifer Villarreal is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She previously worked at GWN Securities Inc. for nine years before joining Cambridge in 2024. Villarreal is also involved as an agent with Sequel Financial Group and serves as an advisory representative of an RIA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Michael Mireles is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management, Northwestern Mutual, The Prudential Insurance Company of America, Pruco Securities LLC, and USAA Financial Planning Services. Outside of his advisory work, he is the owner of Coconut Charlies Vacation Rentals LLC, a business managing rental properties. J.P. Morgan Securities 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. The firm delivers these services through a select group of Wealth Advisors alongside affiliated brokerage, distribution, and investment management capabilities.