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.

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.

Luis Farret is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is the owner of Apollo FO LLC, a business related to the automotive and transportation sector. Morgan Stanley Wealth Management serves individual and institutional clients with various advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Angel Cantu is a Series 66 licensed financial advisor with Equitable Advisors in San Antonio, TX, bringing one year of industry experience. Prior to this, he held roles at Bill Miller B-B-Q and The University of Texas at San Antonio. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

David Wang is a CFP® professional with 19 years of experience in financial advising. He currently works at Charles Schwab in San Antonio, TX, where he has been since 2020. Prior to joining Schwab, he spent over a decade at USAA in various financial planning and investment management roles. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Trent Pauls is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017, following a year at Signpost. He serves as a committee member for the American Cancer Society, assisting with event planning. 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 and profit-sharing plans, corporations, and charitable organizations.

Asefa Wetzel is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors, Wetzel held various roles including positions at Frontline Financial Services and university-related services. Outside of advising, Wetzel works as a driver for DoorDash. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using both proprietary and third-party advisory models.

Christopher Olsen is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, with oversight and the application of systematic methodologies.

Steven Mitchell is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Citigroup Global Markets and Cetera Wealth Services, with over a decade at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Daniela Arias Rojas is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing tailored strategies encompassing wealth preservation, growth opportunities, and personalized financial planning aligned with the goals of individuals and business owners. Daniela aims to help clients navigate the complexities of finances to achieve clarity and confidence in their financial futures. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Daniela completed her high school education at Coronado High School and attended El Paso Community College without degree completion. She is bilingual in English and Spanish.

Scott Meenan is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Citigroup Global Markets Inc., Merrill, and Broadway Wealth Solutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Alejandro Tapia Farias is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Bank of America and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Raymundo Gomez Janeiro is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, he held various roles including positions at Swig Drinks and the University of the Incarnate Word. Merrill, along 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.

Alan Pearson is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley since 2009 and previously at Citigroup Global Markets from 1998 to 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

James Boone III is a financial advisor with Raymond James & Associates in San Antonio, Texas. He holds a Series 63 designation and has 34 years of industry experience, including 13 years with his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Saldana is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Victory Capital Services, USAA Investment Management, and USAA Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 uses structured planning tools supported by its Global Investment Committee.

Rahul Tandan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he worked at Chase Bank and Bank of America. Outside of his advisory role, he is the owner of CIRLCLE JERKY LLC, a limited liability company established in 2023, though the entity has no active operations. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal and third-party managers.

Jason Black is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

David Bavero is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior positions at Securities America Advisors, Securian Financial Services, and Valic Financial Advisors. Outside of financial services, he owns and operates a business that breeds and trains British Labradors and serves as vice president of the Alamo Retriever Club. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a broad range of brokerage and advisory services, utilizing a model-based asset allocation process supported by tools such as risk tolerance questionnaires and portfolio optimization.