Daniel Garcia is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2005, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC in San Antonio, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Erin Landrau is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Merrill since 2003. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Duelm is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and bringing 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2000. Mass Mutual Investors Services operates as 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, using collaborative, goal-based planning tools and offering event-driven planning services such as divorce, estate settlement, and employer-sponsored programs.

Cody Horton is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked in various capacities within Wells Fargo firms since 2015. Outside of his advisory role, he is involved in a family business, managing operations there alongside his financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

David Doutre is a Financial Consultant currently with Fidelity Investments, a role he has held since 2020. He began his career in the financial services industry following years of military service. Prior to his current position, David was an Investment Consultant at Charles Schwab & Co., Inc. in 2020 and served as a Financial Advisor at USAA Financial Advisors, Inc. from 2010 to 2020. With over 15 years of experience, David focuses on understanding each client's unique situation to collaboratively develop personalized financial roadmaps. He holds insurance licenses in Arkansas and California, which support his advisory services. His approach emphasizes providing clients with clarity, confidence, and conviction as they work toward their financial goals. Outside of his professional life, David engages in activities such as family time, hiking, reading, volunteering, and maintains a connection to his military background and parenthood.

Valarie Neeley is a Series 66-credentialed financial advisor at Wells Fargo Clearing with 22 years of experience at the firm. She is based in San Antonio, TX, and has been with Wells Fargo Clearing since 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Teresa Grubman is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at USAA, Victory Capital, Citigroup, and New York Life Insurance Company. Outside of finance, she owns and operates a business called The Lady in the Moon, offering new age gifts and complementary alternative medicine services such as Tarot and sound healing, and she is also a freelance author of non-fiction books. 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 applying an ESG eligibility framework in its recommendations.

Katherine Karr is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation with eight years of industry experience. Her career includes prior roles at Merrill Lynch, Bank of America, and SWBC Investment Services, among others. She also worked briefly at HotWorx and Alamo Colleges. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

Philip Krebsbach is an Investment Consultant with experience as a Wealth Advisor at Fidelity Investments since 2022. Prior to this, he served as a Wealth Advisor at USAA from 2017 to 2022. In his roles, he focuses on understanding client goals to work towards making those dreams a reality. Outside of his professional responsibilities, Philip has interests in food, golf, parenthood, and traveling.

Benjamin Taylor is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1998 following 21 years of active duty service as a U.S. Army Armor Officer, where he held leadership roles including tank platoon leader, company commander, and battalion executive officer. His military experience is complemented by his academic background in history and business. Mr. Taylor earned a Bachelor of Arts in History and English from Trinity University in San Antonio, Texas, an MBA from Webster University in St. Louis, Missouri, and a Master of Arts in Military History from the U.S. Army Command and General Staff College at Fort Leavenworth, Kansas. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and maintains Series 7 and 66 FINRA registrations. His client focus includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, special needs planning, tax minimization, and retirement income. Outside of his professional responsibilities, Mr. Taylor is involved in his church and the Boy Scouts of America in San Antonio. He is an avid water skier and supports American Water Ski Association tournaments. He resides in Helotes, Texas, with his wife, Anne, and enjoys traveling to visit their grown children and grandchildren.

Philip Nelson is a Series 66-licensed financial advisor with J.P. Morgan Securities in San Antonio, TX. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. His prior experience includes roles at USAA and North Dallas Bank and Trust, along with time at Texas A&M University and Nelco Media. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates ESG criteria in its investment recommendations and offers services on a non-discretionary basis, with clients retaining final decision authority.

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.

Jon Thompson is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has worked at LPL Financial since 2016 and previously spent over a decade with USAA Financial Advisors. He is also a partner in Sans Ltd Enterprises LLC, an active business outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by extensive research and technologies, providing both discretionary and non-discretionary management options.

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®-credentialed financial advisor with 17 years of industry experience, currently with Morgan Stanley in San Antonio, TX. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Scott is involved in songwriting and plays guitar professionally with The Joe Panther Band. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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 in San Antonio, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Her prior roles include positions at Kestra Advisory, Merrill, Waddell & Reed, Thrivent Investment Management, and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors nationwide.

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.