Jesse Jaco is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at Frost, Wells Fargo Bank, N.A., and JPMorgan Chase Bank, N.A. He is also involved with Jaco Strategies LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Shields is a financial advisor with Ameriprise Financial Services LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining Ameriprise in 2024, he worked at Hartford Funds Distributors, LLC for 12 years. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to provide tailored, algorithm-supported retirement income advice.

Reynaldo Castro Jr. Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with UBS Financial Services since 2010 and has worked with UBS International Inc. since 2005. Outside of advisory work, he is the proprietor of KREY Retreats LLC, a ranch holding company based in San Antonio, Texas. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocation.

Alexandra Cavazos is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 credential and bringing 7 years of industry experience. She has been with LPL Financial since 2014 and also operates Anarte Gallery, an outside business unrelated to investments. 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Gallagher is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds the CFP® and ChFC® designations and has 27 years of industry experience. His prior roles include positions at MML Distributors, LLC and Mass Mutual Life Insurance. 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 provides financial planning, asset management, and educational seminars, utilizing firm-approved software tools to analyze client goals and deliver written recommendations.

Miguel Aguilar is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with several construction and electrical firms and owns AMS Mechanical and Aggielar Management Solutions, both non-investment related businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Roger Garza is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He is based in San Antonio, TX. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling methods such as Monte Carlo simulations as part of its financial planning process.

Meghan Rowntree is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, including time with Ameriprise Financial Services, Inc. and Investment Professionals prior to that. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset criteria, providing detailed written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement plans, primarily for clients with assets managed through Ameriprise.

Ashley Chapman is a financial advisor at Wells Fargo Advisors in San Antonio, TX, with one year of industry experience. She holds the Series 66 designation and previously worked at Praxis Benefits from 2016 to 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients through a network of advisors. The firm provides tailored recommendations using internal research and planning tools across diverse planning needs, integrating advisory services with other financial products and referral channels.

Hunter Weilbacher is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing one year of industry experience. His work history includes roles at MassMutual Life Insurance Co, Guardian, and New York Life, along with entrepreneurial experience owning and operating Weilbacher Brewery, LLC until its closure. He also works part-time as a delivery driver. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annually structured financial planning engagements using firm-approved analytical tools and educational seminars.

Braxton Stofferahn is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 credentials and five years of industry experience. He has worked at MML Investors Services, Mass Mutual Life Insurance Company, Hornor, Townsend & Kent LLC, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is an agent and owner involved in outside sales of life, disability, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions, with a focus on annual, collaborative financial planning engagements.

Emily Persyn is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC. Persyn serves as a board member of the Northside Education Foundation. 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 various third-party programs and a hybrid referral and implementation model.

Adolph Lara is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 designations and 32 years of industry experience. He previously worked at USAA Financial Advisors, Inc., USAA Financial Planning Services, and Victory Capital Advisers, Inc. before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by institutional research and model portfolios.

Vincent Hu is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has worked at MML Investors Services LLC and Mass Mutual Life Insurance Company since 2024. Outside of his financial advisory role, Vincent is involved in the restaurant industry and serves as a FIBA-certified basketball agent and a consultant focused on global basketball relations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers structured financial planning engagements using firm-approved software and a range of educational programs.

Michael Wincek is a financial advisor with Ameriprise in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he owns Whiskey Ridge Exotics LLC, where he breeds exotic livestock on his ranch. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement income recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Luis Mondragon is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and previously was employed with Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities LLC 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 to guide fund and strategy recommendations.

Ann Kilmer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and over 27 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2025 and previously served at United Planners Financial Services of America for eight years. Outside of advisory work, she operates Kilmer and Company, PLLC as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals utilizing multiple custody platforms and a range of discretionary and non-discretionary strategies.

William Sammons is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morganstanleysmithbarney since 2010. Outside of his advisory role, Sammons is a partner at HYGGE Ranch LLC, a real estate business in San Antonio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery and firm‑approved tools to model outcomes without providing individual security recommendations in standalone planning.

Joshua Wallace is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PNC Investments, BBVA Securities Inc., and Comerica Bank. Outside of his advisory role, he is an owner and partner of La Sirena Rental LLC, managing a rental property in Corpus Christi, Texas. 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 Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Paul Wallin III is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Sigma Financial, along with work outside finance at Pottery Barn and youth ministry involvement with Young Life. He is also involved with Snug Estate Planning Software, a firm specializing in estate planning technology. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, featuring both discretionary and non-discretionary management supported by proprietary and third-party research.