Drenzo Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC and Victory Capital Advisers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Hector Chavez is a Financial Advisor with Merrill Lynch Wealth Management. Based in San Antonio, Texas, he brings nearly eight years of experience within the firm, progressing from a teller position to his current advisory role. Chavez works with a diverse client base, including business owners, homebuyers, first-time investors, and professionals across various industries. His areas of focus include college education planning, LGBT wealth planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Hector earned an Accredited Certificate from South San Antonio High School. Outside of his professional responsibilities, Chavez enjoys cooking, music, photography, reading, spending time with his family, traveling, and watching movies. He is bilingual in English and Spanish and emphasizes a client-centered approach, aiming to understand what matters most to each family to help create strategies that pursue their financial goals.

Damian Rico is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses with one year of industry experience. He previously worked at USAA for six years and Nationwide Insurance for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Keith Connolly is a Senior Financial Advisor with Merrill Lynch Wealth Management based in San Antonio, Texas. He has been serving clients since 1997, focusing on helping families and small businesses manage their increasingly complex financial lives. His client focus areas include corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Mr. Connolly holds a Bachelor's degree from the University of Connecticut, where he was part of a nationally ranked rugby team. Before joining the financial services industry, he worked in the newspaper sector with a subsidiary of Dow Jones. He holds the Personal Investment Advisor (PIA) designation and is involved in professional and community organizations, including past board memberships with the San Antonio Gaelic Football Club and San Antonio Rugby Club. His community involvement includes volunteering with organizations focused on hunger and support for service members, such as DOGS (Dads of Great Students), Headwaters Sanctuary, San Antonio Rodeo Wounded Service Member Project, and Wishes For Our Heroes. He has also served as a coach for youth sports teams.

Douglas Stone is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameriprise and its affiliate since 2008. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, a contractor entity related to managing his practice. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Jonah While is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at First Commercial Bank and Ameriprise Financial Services, as well as work outside finance at Dos Rios Mexican Bar and Grill. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.

Steven Perez is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021, following several years at USAA in various financial advisory and investment roles. He is based in San Antonio, TX. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options with centralized custody and operational support.

Linda Hernandez is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Her professional experience includes positions as an Investment Representative at Cuellar & Associates, LLC, and JP Morgan Chase, as well as roles in investment sales and service at Victory Capital and data analytics at JP Morgan Chase. Linda's expertise spans financial consulting, planning, investment representation, and data analytics. She is dedicated to simplifying the financial planning process for clients by guiding them through each step and addressing their concerns. She values building long-term relationships with clients to help them develop and implement financial plans aligned with their financial goals. Outside of her professional work, Linda has interests in fitness, military service, and running.

Yazmin Flores is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and BBVA prior to her current role. 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 its Wealth Advisors. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Christopher Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Pontem LLC, Llah LLC, various insurance carriers with W&R Insurance Agencies, and Waddell & Reed, Inc. He has an active involvement in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Paveglio is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Jeremy Hahn is a Series 66–licensed financial advisor with Edward Jones in San Antonio, TX, where he has worked since 2010. He has 16 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Brisa Gonzales is a CFP® and holds a Series 66 license, currently with Raymond James Financial Services Advisors, Inc. in San Antonio, TX. She has three years of industry experience, including prior roles at Beneficent Financial and Momentum Independent Network Inc. Outside of financial advising, she is involved with Beneficent Financial, a support company based in San Antonio. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client collaboration and offers access to various advisory and brokerage solutions, with a substantial portion of its business conducted on a non-discretionary basis.

Ernest Mendoza is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Raymond James Financial since 2006 and currently operates Richard Mendoza Wealth Services. Outside of his advisory role, Mendoza owns and manages a business that provides office support services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

Roel Gonzales is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of financial services, he co-owns a cleaning services business with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Brian Thompson is a financial advisor at Edward Jones in San Antonio, TX, with four years of industry experience. He previously worked at Wells Fargo for nine years before joining Edward Jones in 2022. Thompson holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and fiduciary advisory services.

Michael Lanning is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, with prior roles at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors, Inc., and USAA Life Insurance Company. Lanning has been with Charles Schwab and Charles Schwab Bank since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jared Rawson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Charles Schwab and USAA. J.P. Morgan Securities 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 brokerage and investment management capabilities.

Noah Acevedo is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing sophisticated financial strategies to address diverse client needs throughout their financial lifetime. With a focus on family wealth management, LGBT wealth planning, personal retirement planning, and managing new wealth, Noah offers comprehensive guidance that includes wealth management, education and retirement planning, banking services, credit and lending solutions, as well as business-related financial strategies. Noah has been a financial advisor since 1996 and has been active in the financial services industry since 1984. He holds a Master’s and a Bachelor’s degree from the University of the Incarnate Word. He is a fully registered Senior Financial Advisor with multiple FINRA registrations (Series 7, 6, 63, and 65), holds a Health, Life, and Long Term Care Insurance License, and is a licensed Personal Investment Advisor (NMLS# 620721). Fluent in both English and Spanish, Noah emphasizes a collaborative planning approach tailored to help clients pursue their financial goals. In addition to his professional responsibilities, Noah participates in community volunteering inspired by Merrill Lynch’s tradition of community involvement. His personal interests include reading, traveling, and writing.

Felipe Sanchez is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies from 2010 to 2021. Sanchez is involved in a business entity, Pharos Wealth Strategies, which operates as a DBA related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by internal and third-party research, along with various innovative portfolio management options.