Wesley Taylor is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. Outside of his advisory role, he serves as a worship leader at First Presbyterian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and analytical tools designed to support client goals, and maintains specialized programs for municipal and public finance as well as employer retirement plans.

William Davis III is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at International Bank of Commerce, Air Force Federal Credit Union, Infinex Investments, and Avantax Advisory Services. Outside of advising, he is involved with DOUBLE D BAR RANCH, LLC, a business unrelated to investment services. 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 range of advisory and brokerage services, including financial planning and institutional platforms, with investment approaches that include model portfolios, third-party subadvisors, and customized strategies.

Richard Sharp is a financial advisor at Osaic Wealth, Inc. with over 31 years of industry experience. He has held roles at Securian Financial Services and Securities America Advisors, among others. Sharp is also the owner of Symmetry Financial Solutions, an advisory and insurance business based in San Antonio, TX. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, using various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Catherine Bruce is a financial advisor with Ameriprise in Bulverde, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise in 2019. Outside of her advisory role, she has involvement in non-investment-related real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis delivered through a centralized consulting team alongside its broad advisory and insurance offerings.

Richard Walters Jr. is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022, with prior roles at The Vanguard Group and the Arizona State Retirement System. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Lisa Martinez is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 12 years of industry experience. She previously worked at Sendero Wealth Management, LLC for six years before joining Fidelity Brokerage Services LLC and then Fidelity Investments. Outside of her advisory work, Martinez serves as president of her local neighborhood homeowners association in San Antonio, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad array of portfolios, including funds-of-funds and model portfolios.

Jose Ramos is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018 and was previously employed with JPMorgan Chase & Co. from 2009 to 2018. Outside of finance, he performs as a musician in a local band. J.P. Morgan Securities 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 incorporates an ESG eligibility framework in its recommendations.

Iryna Shepeta is a financial advisor with Primerica Advisors in San Antonio, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience, including time at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Michael Sonnier is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America since 2002. Sonnier serves on the advisory board of PragerU, a media organization providing free educational content promoting American values. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Adalberto Cuevas is an International Wealth Advisor with Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies tailored to clients' evolving financial needs. Leveraging insights from Merrill and the comprehensive banking and lending solutions of Bank of America, he aims to help clients pursue their financial goals. With over 25 years of experience in the financial industry, Adalberto brings a deep understanding of wealth management. He was born in Mexico, grew up in Chicago from the age of eight, and has lived in San Antonio for more than 20 years. He holds a Bachelor's Degree from St. Mary's University and has earned the Personal Investment Advisor (PIA) designation. Adalberto is bilingual, fluent in both Spanish and English. Committed to community involvement, Adalberto follows the Merrill tradition of participating in local organizations through volunteer work. His professional philosophy centers on building strong, accessible relationships with clients to assist them in making important financial decisions.

Annabelle Watson is a financial advisor at Ameriprise with three years of industry experience. She previously worked at Raymond James & Associates and Recognos Financial. Watson is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise offers a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning through a centralized consulting team.

Jason Davis is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Eagle Strategies LLC, Bank of America Merrill Lynch, Wells Fargo Bank, and Keller Williams Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Timothy Montfort is a financial advisor with Raymond James & Associates in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2009 and is also the owner and CEO of Hill Country Woodshop, a woodworking business he founded in 2018. 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, and municipal entities, offering non-discretionary financial planning and investment consulting supported by a wide range of portfolio management styles and affiliated research.

Alan Imes is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2020, including time at Charles Schwab Bank, SSB. Prior to that, he was employed 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 offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios, due diligence on alternative investments, and a centralized operational structure serving a large client base.

Marissa Carabajal is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill for 26 years. 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 plans, corporations, and charitable organizations.

John Friesen Jr. is a financial advisor with RBC Capital Markets in San Antonio, TX, holding a Series 66 license and 15 years of industry experience. He previously worked at Morgan Stanley for five years before joining RBC Capital Markets in 2016. He serves on the board of directors for St Davids Episcopal School, where he is involved with finance and budgeting. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers and model providers.

Joshua Galindo is a financial advisor at Morgan Stanley based in San Antonio, TX, holding the Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he was affiliated with Texas Cavaliers and has experience working in education within the Alamo Heights School District. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Brian West is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation. He has one year of industry experience, previously working at Rackspace Technology and Apple. 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and a collaborative annual planning process.

Stephen Spears is a CFP® certified financial advisor with 36 years of industry experience. He is currently with Ameriprise Financial Services LLC and was previously with Frost Brokerage Services, Inc. and Frost National Bank. He is based in San Antonio, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Adriana Sferle is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured processes and advanced modeling tools.