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 the Series 63 and Series 65 licenses and possessing 13 years of industry experience. His professional background includes roles at Generations Community Federal Credit Union, CUSO Financial Services, and BBVA entities, among others. He is involved with Generations Investment Group, an LPL-affiliated business. 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.

Julian Mathews is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked with MassMutual and its subsidiaries since 2021. Outside of his advisory role, Mathews serves on the board of directors for Students of Service, a nonprofit focused on supporting students and the community. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs and educational seminars, emphasizing collaborative, goal-based financial advice.

Jose Velasco is a financial advisor at Equitable Advisors with 14 years of industry experience and holds a Series 66 designation. He has worked at Equitable Advisors and its predecessor Axa Advisors since 2011. Velasco serves as a trustee for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives, offering both firm programs and referrals to third-party asset managers.

Susanne Serna is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. She is also affiliated with Security Service Federal Credit Union and participates in the Security Service Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Candace Burkett is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and 66 licenses and 17 years of industry experience. She has worked at several notable firms, including Morgan Stanley, Citigroup, and JPMorgan Securities. Burkett is also the sole proprietor of Arrowhead Bookkeeping, LLC, an accounting and bookkeeping business. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a diverse range of portfolio management styles.

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.

Michael Garza is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2022, he worked at Vogt Auctions for one year and managed Cristina's Coins & Jewelry, Inc. for over three decades. He is also the owner of Boogie Bear Invitations, LLC, a party invitation and decor business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of over 23,700 advisors.

David Snelling is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations through a centralized consulting team.

Patrick Schultz is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at Harlandale Independent School District and Pfs Investments Inc. He has worked with Primerica Financial Services since 1999. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, offering advisory services primarily through model-delivery strategies created by unaffiliated asset managers.

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.

Michael Corales is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Ameriprise in San Antonio, Texas, and previously worked at firms including Wells Fargo Bank, TLWM Financial, LPL Financial, Edelman Financial Engines, Securities America Advisors, and td ameritrade. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income stability and tax-efficient withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools, with recommendations implemented collaboratively by clients and their advisors.

Andrea Montalvo is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Her previous roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she also serves as executor for her father's estate. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, advisory programs, and institutional consulting, using a range of portfolio management styles and affiliated research to support tailored, non-discretionary client relationships.

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.

Scott Werner is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including prior roles at Metlife Securities Inc., New England Securities, and Equitable Advisors. Outside of advising, he is an independent insurance agent and a partner in MPSW Enterprises, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships without discretionary investment authority as part of the advisory services.

Asefa Wetzel is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Equitable Advisors, Wetzel held various positions, including work with University of Wyoming Vending Services and Frontline Financial Services. Outside of financial advising, Wetzel works as a driver for Doordash. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Michael Atkins is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering services such as futures commission merchant activities, principal trading, and proprietary research.