Jesse Travis is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge since 2016. Outside of his advisory role, he serves as a board trustee for the Witte Museum and is an associate pastor at a religious organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options across multiple platforms and combines proprietary and third-party strategies tailored to client objectives.

Joe Jasso is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, and USAA Investment Management Company. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

C. Jones is a CFP® and ChFC® affiliated with Edward Jones in San Antonio, TX, with 31 years of industry experience at the firm. Since 1995, Jones has worked continuously with Edward Jones. Outside of financial advising, Jones teaches stress reduction techniques through mindfulness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network and additional capabilities beyond advisory services, including trust and securities-based lending options.

Trevor Busch is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of his advisory role, he is a partner in several non-investment entities established for tax purposes, including involvement in real estate investing. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on strategic, tactical, tax-aware, and income distribution investment approaches.

Evan Immenschuh is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Structure Tone Southwest, and Tecovas, as well as a background in education services and lawn care. 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.

Ana Robinson is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006, totaling 20 years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

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.

Diane Edwards is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Kovack Advisors, UBS Financial Services, and Edwards/Olsen Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management services delivered through a large network of investment adviser representatives.

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.

Abigail Claudio Jackson is a financial advisor at Merrill with 27 years of industry experience. She has worked at Merrill since 1997 and holds a Series 63 designation. Outside of her advisory role, she owns and operates a retail boutique called Abby's One of a Kind Finds, selling miscellaneous women’s items. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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. He specializes in working with clients to develop personalized wealth management strategies that address college education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and investment strategies tailored for individuals and corporations. Joshua holds a Bachelor's Degree from the University of Texas at San Antonio and has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes helping clients bring simplicity and transparency to financial planning, addressing complexities to create strategies that align with clients' goals amid changing market conditions. Outside of his professional work, Joshua engages in personal interests such as baseball, football, golfing, hunting, pickleball, reading, spending time with his family, table tennis, traveling, and watching movies.

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 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's background also includes roles in healthcare and academia, including the University of Texas MD Anderson Cancer Center and Texas A&M University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.