Gavin Baker is a Series 66-credentialed financial advisor with one year of industry experience, currently serving clients through LPL Financial in New Braunfels, Texas. Prior to joining LPL Financial in 2025, he worked at 4LIFE Wealth Advisors and Cetera Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms for individuals, retirement participants, and institutions.

David Kunold is a financial advisor at Ameriprise Financial Services with 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He co-owns Hill Country Vintage, an online retail business operated with his wife. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research and third-party data to deliver written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Heather Wineinger is a financial advisor with Morgan Stanley in San Antonio, Texas, holding a Series 66 license and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she owns Denali Custom Homes, LLC, a home building and remodeling business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools to support client financial plans.

Thomas Pfeiffer is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios and offers various sub-advisory and retirement plan services.

Joseph Charlton is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Securities, NEXT Financial Group, JPMorgan Chase Bank, USAA Investment Management, and Fidelity Investments. He also serves as an OSJ Supervisory Principal for RDK Advisors LLC, where he handles operations, compliance, and advisor support. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies.

Bruce Stroup is a financial advisor with OSAIC in San Antonio, TX, holding a Series 63 designation and 35 years of industry experience. Prior to joining OSAIC in 2018, he worked at firms including Jhfn Sii, Invest Financial Corporation, Woodbury Financial Services, and Principal Financial Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and various managed account programs.

David Gay is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with OSAIC and previously worked at Securities America Advisors and Minnesota Life Insurance Company. Outside of advising, he is active in the San Antonio community as a board member of the Midtown Business Association, a volunteer with Alamo Kiwanis, and holds leadership roles with local nonprofit and sporting clubs. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a range of managed account options.

Tristan Alvarado is a Planning Consultant with experience in the financial services sector. He has worked as a Financial Advisor at Equitable from 2021 to 2025. Tristan transitioned from studying medicine in high school and college to pursue his passion for personal finance, beginning his career in a financial firm after graduation. He focuses on connecting with clients to understand their goals and dreams, helping them plan for their future and that of their loved ones. Outside of his professional role, Tristan has interests in baseball, fitness, football, attending social events with friends, and playing musical instruments.

Jason Page is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 credential and five years of industry experience. His prior work includes positions at B.D. Holt, Ltd and Wells Fargo Clearing. He is also a commissioned notary public. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including cash-flow, retirement, business-owner transition, and special-needs planning, utilizing proprietary research and planning tools to develop tailored recommendations.

Alonso Buitron is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and USAA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach integrates centralized due diligence and forward-looking capital market assumptions, with access to a broad range of investment strategies including derivatives and commodities.

David Merrill is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 63 designation and 38 years of industry experience. He has worked with Wells Fargo Advisors since 2023 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Merrill serves as a board member on the City of Brownsville Ethics Advisory Commission. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions and integrating advisory services with other financial products and referral channels.

Spencer Adickes is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. prior to his current role. He previously worked at Trinity University for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, leveraging research from its Global Investment Committee to support client strategies.

Young Palmer is a financial advisor with Primerica Advisors based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has approximately four years of industry experience, including roles at PFS Investments Inc. and Alignerr. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate clients, and charitable organizations. The firm delivers advisory services through a large network of advisors using model-based investment strategies developed by external asset managers.

Jared Gaddis is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor Axa Advisors. Outside of his advisory work, he owns MJG Real Estate, LLC, a business involved in commercial, residential, and agricultural real estate investments. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Ryan Pearson is a Series 66-credentialed financial advisor at Morgan Stanley in San Antonio, Texas, with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at EY for eight years and was affiliated with Texas A&M University for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Adalberto Santos is a financial advisor at J.P. Morgan Securities with credentials including Series 66 and Series 63 licenses. He has one year of industry experience and has previously worked at Charles Schwab & Co. and JPMorgan Chase Bank, N.A. Outside of his advisory roles, his background includes varied work experience at organizations such as Daddy Shack and Rincon Del Bosque Padel Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that offers written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework within eligible strategies.

Grace O’bannon is a financial advisor with LPL Financial in New Braunfels, TX, holding a Series 66 designation and beginning her advisory career in 2026. She has previous experience at 4Life Wealth Advisors and LPL Financial, along with roles in education at Texas A&M University and other institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Jackson Gardner is a Series 66 licensed advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined in 2025. Prior to this, he worked at Ameriprise Financial Services and Centennial Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and incorporates a range of eligible strategies with an ESG framework.

Kurt Von Buettner is a financial advisor with Edward Jones in Shavano Park, TX, holding CFP® and ChFC® designations and over 22 years of industry experience. Prior to joining Edward Jones in 2019, he worked at SWBC Investment Company and SWBC Investment Services LLC from 2015 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Serina Kornegay is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Charles Schwab & Co. Inc. before joining J.P. Morgan. Her background also includes roles outside finance, such as work in education and the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence and research process.