Brian Marchiori is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work history includes positions at Swbc Investment Services, Advisors Asset Management, Inc., Banc of America Investment Services, Inc., and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 advisors.

Jerald Stafford is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and PFS Investments Inc. Outside of his advisory work, he is involved with San Antonio Water Refiners, dedicating 20-30 hours per month to sales activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select separately managed account options primarily to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure for its services.

Lauren Alexandra Hrynyshyn is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2022, she worked in dental care settings and currently serves as part-time faculty at UT Health School of Dentistry, teaching professional development to dental students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Rocco Bonazza is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. He has worked at MML Investor Services, LLC and Mass Mutual Life Insurance Company since 2021 and previously spent 14 years at HEB. Outside of his advisory role, he is also involved in outside insurance sales focusing on life, disability, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver collaborative, written recommendations tailored to client goals.

John Conlin III is a ChFC® credentialed financial advisor with 32 years of experience, currently affiliated with LPL Enterprise since 2024. He previously worked at Pruco Securities, LLC for 29 years. Conlin is a retired Lieutenant Colonel in the U.S. Air Force. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed internally and by third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in wrap programs.

Alejandro Alvarez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience at JPMorgan Chase Bank, N.A., Solvanta Ventures LLC, and H-E-B. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Trent Hiner is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Arkansas Financial Group, Crews and Associates, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and may incorporate ESG criteria, with implementation supported by J.P. Morgan affiliates.

Samuel Livesay is a Series 66-licensed financial advisor at Morgan Stanley in San Antonio, TX, with one year of industry experience. Prior to joining Morgan Stanley, he served in the Peace Corps for two years and participated in AmeriCorps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning tools and resources.

James Bishop is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.

Francisco Elizondo is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 credentials and having 16 years of industry experience. His prior roles include positions at Citigroup Global Markets, SWBC Investment Services, and Scottrade, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

Ryan Hamman is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. In addition to his work at MassMutual, he advises clients through Hamman and Hamman Wealth Management, a pass-through entity focused on advisory-based accounts. 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, utilizing firm-approved software to deliver written recommendations tailored to clients’ goals and risk tolerances.

Mo Rhadbane is a Planning Consultant at Fidelity Investments, where he currently works with clients to develop and implement comprehensive financial plans. He emphasizes the importance of understanding each client's unique financial and personal goals to build strong, trust-based relationships. Mo has extensive experience in the financial services industry, having worked in various consultant roles. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2022 to 2024 and at Charles Schwab from 2017 to 2022. His career with Fidelity Investments began in 2001, where he held roles including Investment Consultant and Financial Representative. Throughout his career, Mo has focused on helping clients articulate their goals and navigate evolving financial needs through collaborative planning processes.

Doris Heller is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds the Series 63 designation. Based in San Antonio, TX, she has spent over six years in her current role at Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, integrating algorithmic automation with advisor review.

Billie Garza is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She has held positions at Wells Fargo Clearing and Hilltop Securities during her career. Garza holds Series 63 and Series 65 licenses and is based in San Antonio, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored planning solutions using proprietary research and tools, covering areas such as retirement, education, risk management, and specialized planning for business transitions and other needs.

Nathan Folmar is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Texas A&M University Corpus Christi and community involvement with FUMC Boerne. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services with a broad range of planning options tailored to client needs.

Andrew Stanco is a financial advisor with Morgan Stanley in San Antonio, Texas, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, he is a partner in a restaurant and bar business in Santa Rosa Beach, Florida. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Jocelyn Cates is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Investment Professionals Inc from 2013 to 2017. She holds the Series 66 designation and operates out of San Antonio, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tucker Azar is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. His prior work includes roles in various businesses such as Site Works Texas, Bondoc Roofing, and Azar Family Brands. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad array of financial solutions.

Gilbert Castillo Jr. is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. His prior roles include positions at American Funds, SWBC, and USAA financial planning services. He is also the managing director of Altus Consulting Group LLC, where he is involved in sales and marketing of fixed annuities, securities, and investment advisory products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

James Jahnsen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 30 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since 1995. Outside of his advisory role, he is involved in several family businesses including a bed and breakfast and an automotive repair shop, and serves as a trustee for the Jahnsen Family Foundation, which supports nonprofit causes and scholarships. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual financial planning engagements using firm-approved analytic tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.