Corey Cunningham is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Corey leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to create strategies that adapt to changing market conditions. Corey holds a Bachelor's Degree from the University of Texas System and a Master's Degree from Southern Methodist University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to community involvement, Corey participates in local volunteer activities aligned with Merrill's tradition of serving the communities where they operate.

Joseph Gonzales is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing, Ameriprise, and Thrivent Investment Management before joining Wells Fargo Advisors. Outside of finance, he is involved in wedding and event planning and also works as a customer service representative. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Abigail Bailey is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Raymond James and Capital Group. Outside of her advisory career, she owns and manages a rental property business in New Braunfels, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages a large asset base across various investment services and strategies.

Molly Barloco is a Series 66-licensed financial advisor at J.P. Morgan Securities with 14 years of industry experience. Her work history includes roles at Morgan Stanley and Frost Brokerage Services, and she has also operated a photography business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Jason Garriott is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at USAA Financial Advisors, Inc., USAA financial planning services, Usaa Investment Management Company, and Charles Schwab. 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 a non-discretionary advisory model with access to affiliated discretionary separately managed accounts, leveraging multi-asset model portfolios and due diligence on alternative investments.

Timothy Davies Jr. is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Edward Jones since 2013. Based in San Antonio, TX, he holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Joe Sanchez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Citi, Raymond James Associates, and AllianceBernstein. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term approach.

Corey Ford is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for four years. Outside of finance, Corey has experience in the food service industry, including roles at Torchy's Tacos and Snooze Eatery. 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 advanced research and operational tools.

Kevin Boriack is a CFP® with 35 years of industry experience, currently serving at Charles Schwab in San Antonio, TX. He has worked at Charles Schwab and its affiliated Charles Schwab Bank, SSB since 1990 and 2005, respectively. Outside of his advisory role, he has access to a vacation rental membership at Vidanta. 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 offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal process for alternative investments.

Amanda Duran is a CFP® with 14 years of experience in the financial services industry. She is currently with OSAIC Wealth, where she has worked since 2026, and previously held roles at LPL Financial, River City FCU, CUSO Financial Services, and several other firms. Based in San Antonio, TX, her background includes both advisory and financial services positions. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Christopher Simpson is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC and Discover Financial Services. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jorge Cruz is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise in 2026, he worked at Teamwork Financial Advisors and Teamwork Financial Group for six years, Edward Jones for two years, and held roles at Kinetic Software and Time Warner Cable. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sanda Bailey is a CFP®-designated financial advisor with Ameriprise in San Antonio, TX, bringing 41 years of industry experience. She has been with Ameriprise and its predecessor entity since 2005. Outside of her advisory work, she has fiduciary responsibilities including healthcare power of attorney for an individual. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored income planning and annual advice, integrating firm research and third-party data to support retirement strategies.

Richard Smith Jr. is a ChFC®-designated financial advisor with LPL Financial, where he has worked since 1995, totaling 31 years with the firm and 46 years of industry experience overall. Prior to and alongside his tenure at LPL, he has been associated with Connecticut General Life Insurance Company since 1979. Outside of his advisory role, he is a partner and investor in a home-based windows and sidings sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

Toni Ann Dorsey is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at PenFed Credit Union, Navy Federal Financial Group, Bank of America, Merrill, and First Command Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Alan Chase is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 63 designation and 41 years of industry experience. He previously worked for Commonwealth Financial Network for 26 years before joining Raymond James in 2025. Outside of his advisory role, he serves as president of Ingenuity Financial Services, Inc., a company providing financial advice and services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and specialized services.

Rebecca Sierra is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she has worked as an Uber driver in San Antonio, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ellen Paschal is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates since 2008, including a prior period from 2008 to 2016, with additional experience at Wells Fargo Clearing and Cetera Investment Services. Raymond James & Associates, Inc. is a large broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, non‑discretionary investment consulting, and municipal advisory services.

Leonardo Rivera is a financial advisor with Fidelity Investments based in San Antonio, TX, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at Equitable Advisors and has experience in various sectors including entertainment and manufacturing. Outside of finance, he operates two small businesses providing notary services and power washing. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs.

Braden Blackwelder is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.