Wesley Landrus Mc Gee is a financial advisor with Edward Jones in San Antonio, TX, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Academy Sports & Outdoors and JP Morgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Stephen Gary is a financial advisor at Morgan Stanley in San Antonio, TX, with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. Prior to his financial services career, he was employed at AT&T for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Stephen Scott is a CFP® professional with 18 years of experience, currently serving at Morgan Stanley in San Antonio, TX. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2012, following four years at Equitable Advisors. Outside of his financial advisory role, Scott is involved in songwriting and performs as a guitarist with The Joe Panther Band. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

Alexis Cranford is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with two years of industry experience. Prior to returning to Edward Jones, Alexis worked at J.P. Morgan Securities and has entrepreneurial experience operating On The Grind Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies and affiliated investment products, supported by a large national network of advisors and branches.

Adam Rhoades is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies with approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and branch offices, providing both discretionary and non-discretionary solutions alongside affiliated mutual funds and overlay tax-efficient services.

John Abeyta is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as Vice President of Finance for JLA Collision, an auto collision repair center in Austin, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser that serves both individual and institutional clients through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Eloisa Vela is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and 12 years of industry experience. She previously worked at Merrill, Kestra Advisory, Waddell & Reed, Thrivent Investment Management, and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Bradley Burton is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Edward Jones, Pruco Securities LLC, and Prudential Insurance Company of America. Outside of his advisory work, he is a pastor and part owner of a party rental and general contracting business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations.

Jessica Bustos is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at USAA Investment Management Company for 23 years. She also took a one-year break as a homemaker before joining her current firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Divine Onyia is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Charles Schwab from 2022 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Stephanie Casas is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds the Series 66 designation and has prior experience with United Planners' Financial Services of America and Invest Financial Corporation. Casas is also an independent distributor for Young Living Essential Oils and Juice Plus. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options and proprietary model strategies while managing a multi-billion dollar asset base.

Hector Torres is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is involved with MTSA Property LLC, a real estate investment and management business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based strategies to tailor financial plans aligned with clients’ goals and risk profiles.

Michael Gleason is a financial advisor with OSAIC in San Antonio, TX, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. He has worked at several firms, including Royal Alliance Associates, INC., The Milestone Group, Inc., and Weaver Wealth Management. He is also involved in the sales and marketing of fixed annuities and securities through Platinum Wealth Solutions of Texas, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by advanced analytical tools.

Matthew Parker is a financial advisor at OSAIC in New Braunfels, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lincoln Financial Advisors Corp and positions outside finance at 24 Hour Fitness and Winston Water Cooler. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm uses a model-based investment process with portfolio optimization tools and offers discretionary strategies, third-party managers, and alternative investments.

Monica Salazar is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation with seven years of industry experience. She previously worked at JP Morgan Chase and American Funds before joining Morgan Stanley in 2018. Outside of finance, she is engaged in photography as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

James Wissmiller is a financial advisor at Edward Jones in New Braunfels, TX, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2005. Outside of his advisory role, Wissmiller is involved in owning and managing short-term rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Chaston Horelka is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Cetera Investment Services LLC and 4Life Wealth Advisors. Outside of financial services, he was involved with Gulf Coast Landscaping LLC for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and operational tools.

Frank Arnold is a financial advisor at OSAIC based in San Antonio, TX, holding the PFS™ designation along with Series 63 and 65 licenses. He has 29 years of industry experience with prior roles at Royal Alliance Associates, Signator Inv Inc, and Weaver Wealth Management. Outside of his advisory duties, he assists with client contact and financial planning support at Platinum Wealth Solutions. OSAIC serves a diverse range of clients including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with options for discretionary management, third-party managers, and proprietary models, supported by a complex affiliate network and multiple custodial arrangements.

Bryan Drayton is a financial advisor with Ameriprise in Schertz, Texas, holding a Series 66 designation and one year of industry experience. He previously worked at Drayton Realty and Energy Transfer. He is also involved in a dual employment arrangement with RBFCU through the AFIG Channel. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Richard Sinclair Jr. is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience, all with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and corporate entities. The firm offers a variety of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.