Richard Weld II is a financial advisor at Edward Jones in Shavano Park, TX, holding a Series 66 designation. He has over six years of prior experience at Rackspace Hosting and four years at Frost Bank before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than 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, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Steven Muldowney is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise and its affiliated entity since 2014. Outside of his advisory role, he is employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-assisted advice through a centralized consulting team.

Ryan Ridlehuber is a financial advisor with Raymond James & Associates in Boerne, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Outside of advising, he is an officer and treasurer of WayStar, LLC, managing company financials. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm provides tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Walter Tramontin is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved in event planning through Corporate Sports, etc LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Luis Pinto Jr. serves as a Private Wealth Advisor at Merrill Private Wealth Management, where he specializes in International Wealth Management, Legacy Planning, and Portfolio Management Services. He works with corporate executives, entrepreneurs, and family offices, focusing on helping them achieve their financial goals through integrated strategies, especially in managing cross-border currency exposure and complex financial instruments. Luis began his career at Merrill Lynch in 1998, spent six years at UBS, and returned to Merrill Lynch in 2010. He holds a Bachelor of Business Administration degree from St. Mary's University and professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Luis is a member of the Investment Management Consultants Association and is qualified as a Portfolio Manager. Fluent in English and Spanish, Luis has a personal interest in adventure sports, basketball, boxing, hunting, music, soccer, traveling, watching movies, and spending time with his family.

Manuella Shomba is a financial advisor at J.P. Morgan Securities LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Rose-Hulman Institute of Technology. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Carlos Benavides Jr. is a financial advisor at LPL Financial in San Antonio, TX, with 16 years of industry experience and a Series 66 designation. He has worked at IBC Bank and LPL Financial since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Stephen Murphy is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked at Fidelity and its affiliates since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and advisory services.

Kay Flores is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2023, Flores worked with The Insurance Solutions Experts, Northwestern Mutual Investment Services LLC, and Fernando Suarez. Flores also serves as a notary in San Antonio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joshua Velasquez is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and currently has one year of industry experience. Prior to joining Wells Fargo, he worked at UniFirst Corporation for eight years and was involved with the E-Train Baseball Organization for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Craig Cross is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance Company, Citigroup, and Frost Brokerage Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

Kevin Foreman is a financial advisor with LPL Financial in Boerne, Texas, holding Series 63 and 65 licenses and bringing 36 years of industry experience. He previously spent 14 years with Thrivent Investment Management and Thrivent Financial for Lutherans. Foreman is also involved as a non-variable insurance agent offering life and fixed annuities through Pietsch Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides comprehensive financial planning, various advisory programs, and access to model portfolios and research support from multiple sources.

Matthew Kim is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at USAA and Chase Wealth Management. Outside of finance, he performs as a bassist and vocalist in an 80’s New Wave cover band. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized reporting through a non-discretionary service model. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Wendy Russell is a financial advisor with LPL Financial based in San Antonio, TX. She holds a Series 66 designation and has 14 years of industry experience. Prior to joining LPL Financial in 2024, she worked at USAA and USAA Financial Advisors Inc. from 2005 to 2024. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Michael Flores Jr. is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with Ameriprise and has previously worked at Cetera, Provident Wealth Management, and JP Morgan Security LLC. Flores also manages an advisory business under Happy Bank in Fredericksburg, TX. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets and provides detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies through a centralized consulting team.

Mason Sommer is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he has ownership interests in two investment-related LLCs in Oklahoma City. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services with tailored recommendations supported by proprietary research and planning tools.

Kevin Gray is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor Axa Advisors, Llc. Gray is also involved in a rental property business outside of his advisory role. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Karla Orduna is a financial advisor at UBS Financial Services in San Antonio, TX, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. Outside of her advisory role, she manages two residential rental properties in San Antonio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Camille Holland is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Reginald Reid is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of his advisory role, Reid is a partner in Qulture Lounge LLC, a restaurant and bar in San Antonio, and owns RLR Financial LLC, a tax preparation service specializing in individual 1040 tax returns. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.