Louis Barnes is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Andrew Stanco is a financial advisor with Morgan Stanley in San Antonio, Texas, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, he is a partner in a restaurant and bar business in Santa Rosa Beach, Florida. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Jocelyn Cates is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Investment Professionals Inc from 2013 to 2017. She holds the Series 66 designation and operates out of San Antonio, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jinkie Underwood is a financial advisor at Merrill with 14 years at the firm and two years of overall industry experience. She holds a Series 66 designation. Outside of her advisory role, she is involved in a for-profit business, SA Bar Management, in San Antonio, Texas, where she performs data entry as needed. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services beyond typical managed account offerings.

Elias Zavala is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Frost Brokerage Services, Inc. and Frost Bank. Outside of his advisory role, he has engaged in customer service work with companies such as Uber, Amazon, and Shipt. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its financial planning process.

David Dowd is a financial advisor with Equitable Advisors in San Antonio, TX. He holds a Series 66 designation and has experience in the insurance and mortgage industries, having worked at Nationwide Insurance and Nexa Mortgage. Outside of finance, he is involved in managing 24-7 Air Conditioning, where he serves in administrative and IT roles. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerances.

Chelsea Smith is a financial advisor at Cetera with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and JP Morgan Securities LLC. She is based in San Antonio, TX. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors. The firm serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering various portfolio management and financial planning solutions.

Deborah Martinez is a financial advisor with Merrill, based in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Bank of America since 1989 and with Merrill since 2009. Martinez holds a Texas real estate license, which she maintains without active involvement. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader financial platform.

Johnni Bradley is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his financial services career in 2013 at Bank of America, he has developed expertise in areas including executive compensation, family wealth management strategies, legacy planning, and tax minimization. Johnni and his team provide clients with comprehensive strategies tailored to individual investment objectives and risk tolerance, utilizing Merrill Lynch's open architecture platform that incorporates a range of investment managers and model portfolios. Johnni holds multiple professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is also recognized as a qualified Senior Portfolio Advisor and holds Merrill Lynch's Portfolio Manager designation, enabling him to manage investments on a discretionary basis. A graduate of the University of Missouri-Columbia, Johnni applies his knowledge to help clients align their financial resources with their personal values and goals. Residing in San Antonio, Texas, Johnni is involved in various community organizations such as Communities in Schools of San Antonio, NAACP, Phi Beta Sigma Fraternity, Inc., San Antonio Food Bank, and UNCF. He volunteers through his local church and serves as a mentor for local high school students. Johnni enjoys spending time with his family and engages in personal interests including basketball, genealogy, golfing, rock climbing, running, and tennis.

Waleed Khan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Generations Community Federal Credit Union, CUSO Financial Services, and multiple positions within BBVA and Navy Federal. He is also involved with Generations Investment Group, a DBA trade name for LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services supported by proprietary research and third-party subadvisors.

Tory Devore is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1993. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Adriana Estevez is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she operates a sole proprietorship unrelated to investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and methodologies.

Jose Velasco is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2011, having previously worked at Axa Advisors. Outside of his advisory role, he serves as a trustee for his mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support alongside access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Alfredo Garza III is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors Inc. and Security Service Federal Credit Union since 2015. Garza is also an associate at Security Service Investment Group in San Antonio, TX. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of implementation options and supported by an extensive affiliate network.

Susanne Serna is a CFP® professional with 28 years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. in San Antonio, TX. She has been with Raymond James and Security Service Federal Credit Union since 2015. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities, offering tailored, non-discretionary advisory services supported by a broad institutional network.

Candace Burkett is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Citigroup. Burkett is also the owner of Arrowhead Bookkeeping, LLC, a bookkeeping and administrative services business. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis, supported by a broad affiliate network and specialized services such as municipal advisory and institutional consulting.

Javier Acosta Geraldino is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at CITIGROUP and JPMorgan Chase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jose Monterroso is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, Monterroso held roles at Brick House and Garden Bar and Bistro. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Jacqueline Cantu is a financial advisor with Equitable Advisors in San Antonio, TX. She holds a Series 66 designation and has been with Equitable Advisors since 2025. Prior to entering the financial industry, she worked for 12 years at the Southside Independent School District. 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 third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Jorge Burgos is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and has over 12 years of experience in the financial services industry. Jorge works closely with professionals, executives, and families to help them pursue their financial goals through tailored strategies that address investing, retirement planning, tax efficiency, and legacy planning. Jorge's approach centers on understanding what matters most to each client, emphasizing a planning-first and relationship-driven methodology. He assists clients in developing clear plans to prepare for expected and unexpected life events, aiming to help them stay disciplined and focused amid opportunity and uncertainty. He communicates fluently in English and Spanish, facilitating comprehensive financial guidance. He holds a High School Diploma from Schurr High School and an Associate's Degree from Rio Hondo College. Jorge emphasizes ongoing advice and guidance, supporting clients as their needs evolve.