Bradley Bates is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Next Financial Group Inc and Wayland Baptist University. Outside of his advisory role, he is involved in tax preparation and accounting through Riverside Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Ignacio Aguirre Mijares is a financial advisor with Merrill Lynch Wealth Management, joining the firm in December 2022. Since entering the financial services industry in 2021, he has focused on delivering strategic financial solutions and building meaningful client relationships. He specializes in areas such as college education planning, family wealth management strategies, international wealth management, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, tax minimization, and retirement income. Born in Torreón, Coahuila, Mexico, Ignacio is fully bilingual in English and Spanish. He holds a Bachelor of Business Administration from the University of Texas at San Antonio. His cross-border background and education contribute to his understanding of the financial opportunities and challenges faced by clients with international ties. Ignacio holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). In his personal time, Ignacio enjoys cooking, football, golf, soccer, tennis, traveling, and spending time with his family.

Peter Lewis is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been with MML Investors Services since 1987 and MassMutual Life Insurance Company since 1986. He also manages an individual life and health insurance business on the side. 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, using firm-approved technology and structured, collaborative client engagements.

Melissa Burek is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio strategies, combining in-house and third-party investment managers, alongside notable capital-markets and affiliated asset management capabilities.

Michael Leal is a financial advisor with LPL Financial in New Braunfels, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He previously worked at Investment Centers of America, Inc. from 2013 to 2017 before joining LPL Financial, where he has been since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Rebecca Brown is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2017 and previously was involved with The Sipp on South Lamar and The Daily Mississippian. Brown serves as Treasurer for The New Braunfels Jaycees, managing the organization’s budget and philanthropic efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers various advisory programs and investment solutions, managing over $1 trillion in assets with a large network of advisors and branches nationwide.

Valerie Butler is a financial advisor with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with UBS since 1981. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Hayden Smith is a Financial Advisor at Merrill Lynch Wealth Management specializing in college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He focuses on assisting Texas families in developing comprehensive retirement plans. Originally from the Rio Grande Valley in Texas, Hayden has a background that includes six years of experience in the Medicare industry working on behalf of Aetna. He holds a Bachelor's degree in History and Political Philosophy from Hillsdale College and a Master's degree in Politics from the University of Dallas. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Hayden enjoys camping, football, hiking, reading, and traveling. He has a personal philosophy centered on helping clients identify what matters most to them and their families, developing strategies to pursue their financial goals.

Michael Tejeda is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at USAA in various financial planning and investment management roles. Outside of his advisory work, he serves as a deacon and assistant treasurer at Kingsborough Ridge Baptist Church in San Antonio, where he is involved in finance committee activities and teaches bible studies. Charles Schwab 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, delivering investment guidance via multi-asset model portfolios and offering access to discretionary separately managed accounts.

Yuhui Chang is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc and various insurance carriers. 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 offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Miles Miller is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Raymond James Financial Services, Southside Bank, BBVA Securities Inc., and Strategic Financial Concepts. Outside of his advisory role, Miller owns a sole proprietorship managing oil and gas royalties and is involved in livestock production through a family ranch business. 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.

Jaxson Busch is a financial advisor at Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Primerica, his work history includes roles outside the financial sector, such as sales at Panda Express. Outside of advisory duties, he is involved in sales of non-investment home-related products and satellite TV services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Matthew Webber is a CFP® professional at Charles Schwab with 18 years of experience in the financial services industry. He has worked at Charles Schwab since 2020 and previously held positions at USAA Investment Management Company and USAA Financial Advisors, Inc. in various advisory and financial planning roles. Charles Schwab & Co., Inc. serves a large client base, 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 non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a formal alternative-investment process.

Jennifer Villarreal is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She previously worked at GWN Securities Inc. for nine years before joining Cambridge in 2024. Villarreal is also involved as an agent with Sequel Financial Group and serves as an advisory representative of an RIA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Michael Mireles is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management, Northwestern Mutual, The Prudential Insurance Company of America, Pruco Securities LLC, and USAA Financial Planning Services. Outside of his advisory work, he is the owner of Coconut Charlies Vacation Rentals LLC, a business managing rental properties. 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. The firm delivers these services through a select group of Wealth Advisors alongside affiliated brokerage, distribution, and investment management capabilities.

Kyle English is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Enterprise Holdings for 13 years. He also serves as Assistant Vice President and Director at Miralomas Municipal Utility District in Austin, TX. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of financial advisors and branch offices.

Scott Miller is a Vice President and Financial Consultant currently working with Fidelity Investments since 2023. He has held leadership roles in the financial services industry, including serving as Vice President and Branch Manager at Charles Schwab from 2020 to 2023, and as Branch Manager at TD Ameritrade from 2013 to 2020. Prior to his management roles, he was a Senior Financial Consultant at TD Ameritrade from 2010 to 2013. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Scott focuses on partnering with clients and their families to pursue their unique financial goals. He is committed to helping clients attain their objectives through personalized financial planning and consultation.

Cristobal Aguirre is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. He began his career in the financial industry in 2026 and has prior experience at Equitable and Aspect Wealth Management Group, LLC. Before entering finance, he worked in the hospitality sector with Marriott/JW Marriott and Chili's/Brinker. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kyle Langford is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to develop and implement sustainable financial plans aimed at providing confidence and security. He emphasizes building long-lasting relationships grounded in trust and dependability to support clients through important life events. Kyle has been with Fidelity Investments since 2020, progressing through several roles including Financial Representative, Planning Consultant, and Financial Consultant before his current position as Vice President. This experience has provided him with a comprehensive understanding of financial planning and client service within the firm.

David Levenhagen is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He is currently with Wells Fargo Advisors in San Antonio, Texas, and has previously worked at Bank of America, Merrill, and USAA. Outside of finance, he holds a 40% ownership in a self-service laundromat business in San Antonio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible options for implementation through brokerage or advisory programs.