Kevin Gray is a CFP® professional with 14 years of experience in the financial advisory industry. He has been with Equitable Advisors since 2012, following prior work at Axa Advisors, LLC. Gray is based in San Antonio, TX. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and utilizes both firm-offered and third-party advisory solutions.

Karla Orduna is a financial advisor at UBS Financial Services in San Antonio, TX, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. Outside of her advisory role, she manages two residential rental properties in San Antonio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Camille Holland is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Reginald Reid is a financial advisor with Primerica Advisors, holding Series 66 and Series 63 credentials and bringing 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of his advisory work, Reid is a partner in Qulture Lounge LLC, a restaurant and bar in San Antonio, and owns RLR Financial LLC, providing individual tax preparation services as a CPA. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by unaffiliated asset managers.

Jesse Jaco is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work history includes positions at Frost and Wells Fargo Bank. He also operates Jaco Strategies LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Benjamin Shields is a financial advisor with Ameriprise Financial Services LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining Ameriprise in 2024, he worked at Hartford Funds Distributors, LLC for 12 years. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to provide tailored, algorithm-supported retirement income advice.

Reynaldo Castro Jr. Jr. is a financial advisor at UBS Financial Services with 37 years of industry experience. He has held positions at UBS Financial Services since 2010, following roles at UBS International Inc. and Cetera Investment Services LLC. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the proprietor of KREY Retreats LLC, a ranch land holding company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations.

Alexandra Cavazos is a financial advisor at LPL Financial with 12 years of experience in the industry. She holds the Series 66 designation and has worked at LPL Financial and AC Financial since 2014. In addition to her advisory work, she is involved with Anarte Gallery, an outside business activity based in San Antonio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, emphasizing both discretionary and non-discretionary strategies supported by research and technology tools.

Thomas Gallagher is a CFP® and ChFC® with 28 years of experience in financial services. He has been with Mass Mutual and its affiliates, including Mass Mutual Investors Services, since 2001. Gallagher is based in San Antonio, TX. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved software and strategies.

Miguel Aguilar is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with several construction and electrical firms and owns AMS Mechanical and Aggielar Management Solutions, both non-investment related businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Roger Garza is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He is based in San Antonio, TX. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling methods such as Monte Carlo simulations as part of its financial planning process.

Meghan Rowntree is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, including time with Ameriprise Financial Services, Inc. and Investment Professionals prior to that. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset criteria, providing detailed written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement plans, primarily for clients with assets managed through Ameriprise.

Cesar Lopez Solorzano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously held positions at Wells Fargo Bank and UPS. 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. The firm’s advisory process utilizes centralized due diligence with quantitative and qualitative research, incorporating an ESG eligibility framework and offering a range of portfolio services through affiliated entities.

Ashley Chapman is a financial advisor at Wells Fargo Advisors with a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked at Wells Fargo Advisors PCG and Praxis Benefits. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis, using Wells Fargo research and planning tools.

Hunter Weilbacher is a financial advisor at Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked with firms including Guardian, New York Life, and MassMutual Life Insurance Co. Outside of his advisory role, Weilbacher previously owned a brewery business and has experience as a part-time delivery driver. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars through ongoing, collaborative financial planning engagements.

Holly Hagle is a financial advisor at LPL Financial with 31 years of industry experience. She has held her current role since 2011 and previously worked at Chase Investment Services Corp. from 2008 to 2011. Holly holds Series 63 and Series 65 licenses and is a commissioned notary in the state of Texas. 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 services and platforms, including financial planning and third-party asset management, supported by a large network of advisors and extensive operational resources.

Braxton Stofferahn is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Hornor, Townsend & Kent LLC and Penn Mutual Life Insurance Company. He also operates an outside insurance sales business focusing on life, disability, fixed annuities, and health products. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning process using firm-approved software and offers specialized services such as divorce and estate-settlement planning.

Emily Persyn is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and having 19 years of industry experience. She has been with Equitable Advisors since 2007, including its prior operation as Axa Advisors, LLC. Persyn serves as a board member of the Northside Education Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Vincent Hu is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has worked with Mass Mutual Life Insurance Company and MML Investors Services LLC. Outside of financial advising, he is involved in the restaurant industry and serves as a FIBA-certified basketball agent as well as a global basketball relations advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers written recommendations tailored to clients’ goals.

Clayton Buchanan is a financial advisor with Merrill in New Braunfels, TX, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2017 and is currently affiliated with Bank of America, N.A. since 2024. Prior to his advisory roles, he worked at Dallas Baptist University from 2013 to 2016. 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, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.