Traci Beckwith is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Based in San Antonio, TX, she provides advisory services within a large institutional firm environment. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and a research-driven investment approach. The firm manages approximately $2.74 trillion in client assets and delivers customized planning through its Financial Advisors and Estate Planning Strategies Group.

Robert Kinnally Jr. is a financial advisor with OSAIC based in San Antonio, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, Kinnally serves as an investment committee member for the Congregation of the Sisters of Charity of the Incarnate Word and participates on the Capital Campaign Committee of Antonian College Preparatory High School. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced asset allocation tools and multiple investment platforms to provide tailored portfolio management and access to a wide range of investment products.

Thomas Fitzsimmons is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Tito Shane is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining his current firm. Outside of his advisory role, he provides bookkeeping services for a family logistics business and owns Shane Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, with planning engagements that are generally discrete and optional for implementation through various brokerage or advisory programs.

Zachary Clark is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Cetera and has worked with affiliated entities since 2011. Outside of his advisory role, Clark is a partner and treasurer in several non-investment businesses, including mining and technology distribution companies, and serves as treasurer for a women's ministry organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of advisory services through a nationwide network of independent advisors. The firm serves individual and institutional clients using a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Albert Steves V is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Board of Directors for the Texas Cavaliers and is a member of the investment committee at St. Mark’s Church in San Antonio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Kristine Velasquez is a financial advisor at Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Outside of her advisory role, she serves as a trustee for several family trusts, including those for her nephew, niece, and sons. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.

Martin Slechta is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience, including prior roles at Frost Brokerage Services and Randolph-Brooks. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Peter Brown is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2011. Brown serves as Secretary and Chairman of the Continuing Education and Curriculum Committee for the Academy of Certified Portfolio Managers. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a network of financial advisors utilizing proprietary research and model-based asset allocations.

Jerrod Fraser is a financial advisor at Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Wells Fargo entities since 2016, including nine years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC prior to his current role. 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 range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop customized recommendations.

Harleen Kaur is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Victory Capital Services, BBVA Securities, Woodforest Bank, Cash America International, and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Eric Fenn is a financial advisor with Raymond James Financial Services Advisors, Inc. and has 25 years of industry experience. He previously worked at Edward D. Jones for 21 years and is currently involved with Oak Crest Advisors and Dominion Wealth and Retirement in Helotes, TX. He holds Series 63 and Series 66 credentials. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and risk profiling tools to tailor recommendations and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David DeCorrevont is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I at Fidelity from 2024 to 2025. Before joining Fidelity, David worked as a Financial Advisor at Robert W. Baird & Co. Inc. from 2018 to 2024 and started his career there as a PWM Foundations Associate from 2016 to 2018. David focuses on providing personalized, hands-on service tailored to each client's unique needs, emphasizing thoughtful planning and clear communication. He prioritizes building relationships and helping clients define meaningful financial goals with clarity and confidence. Outside of his professional work, David has interests in fitness, football, outdoor adventures, parenthood, scuba diving, and skiing.

Teresa Carper Espino is a financial advisor at Wells Fargo Clearing in San Antonio, TX, with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an executor for a family estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Kenton Copeland is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 63 credential and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Copeland manages office operations for his Ameriprise financial advisor franchise and serves as a managing member or co-owner in family investment entities focused on managing family-held investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Jonathan Barrera is a financial advisor at Edward Jones based in San Antonio, TX, with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Johnny Townsley III is a financial advisor with Cambridge Investment Research Advisors in Schertz, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Citigroup Global Markets, Ameriprise, CUNA Brokerage Services, and Randolph Brooks FCU. He is also involved as an advisory representative for an RIA. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers multiple portfolio management solutions, proprietary and third-party strategies, and supports both discretionary and non-discretionary implementation.

Joseph Ward is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

John Duda Jr. is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to his career in finance, he served in the United States Air Force and is now retired from active duty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

David Kunold is a financial advisor with Ameriprise in Live Oak, Texas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he co-owns Hill Country Vintage, an online retail business operated with his wife. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, offering tailored written recommendations that incorporate research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.