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 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.

Raul Guerrero is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He is currently with Charles Schwab in San Antonio, TX, where he has worked since 2020. Prior to Schwab, he held various roles at USAA Investment Management Company and its affiliated entities from 2008 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Christopher Budde is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at Mcgill Airflow LLC and Panda Express, and he attended Abilene Christian University. J.P. Morgan Securities 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.

Richard Sosa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Citigroup Global Markets and Citibank for 15 years. He is currently based in San Antonio, TX. 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 broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wesley Taylor is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Raymond James, he worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. He serves as a worship leader at First Presbyterian Church in San Antonio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors and affiliated firms across various client segments.

William Davis III is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at International Bank of Commerce, Air Force Federal Credit Union, Infinex Investments, and Avantax Advisory Services. Outside of advising, he is involved with DOUBLE D BAR RANCH, LLC, a business unrelated to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with investment approaches that include model portfolios, third-party subadvisors, and customized strategies.

Richard Sharp is a financial advisor at Osaic Wealth, Inc. with over 31 years of industry experience. He has held roles at Securian Financial Services and Securities America Advisors, among others. Sharp is also the owner of Symmetry Financial Solutions, an advisory and insurance business based in San Antonio, TX. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, using various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Catherine Bruce is a financial advisor with Ameriprise in Bulverde, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise in 2019. Outside of her advisory role, she has involvement in non-investment-related real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis delivered through a centralized consulting team alongside its broad advisory and insurance offerings.

Richard Walters Jr. is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022, with prior roles at The Vanguard Group and the Arizona State Retirement System. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Lisa Martinez is a financial advisor with Fidelity in San Antonio, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at Sendero Wealth Management, LLC, and has been with Fidelity Brokerage Services LLC since 2020. Outside of her advisory role, Martinez serves as president of her local Home Owner’s Association. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its formal advisory role to multiple registered investment companies and its use of advanced algorithmic methods and AI in portfolio management.

Jose Ramos is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018 and was previously employed with JPMorgan Chase & Co. from 2009 to 2018. Outside of finance, he performs as a musician in a local band. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.