Abigail Bailey is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Raymond James and Capital Group. Outside of her advisory career, she owns and manages a rental property business in New Braunfels, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages a large asset base across various investment services and strategies.

Jason Garriott is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at USAA Financial Advisors, Inc., USAA financial planning services, Usaa Investment Management Company, and Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary advisory model with access to affiliated discretionary separately managed accounts, leveraging multi-asset model portfolios and due diligence on alternative investments.

Timothy Davies Jr. is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Edward Jones since 2013. Based in San Antonio, TX, he holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Joe Sanchez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Citi, Raymond James Associates, and AllianceBernstein. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term approach.

Corey Ford is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at The Vanguard Group, Inc. for four years. Outside of finance, Corey has experience in the food service industry, including roles at Torchy's Tacos and Snooze Eatery. 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 advanced research and operational tools.

Kevin Boriack is a CFP® with 35 years of industry experience, currently serving at Charles Schwab in San Antonio, TX. He has worked at Charles Schwab and its affiliated Charles Schwab Bank, SSB since 1990 and 2005, respectively. Outside of his advisory role, he has access to a vacation rental membership at Vidanta. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal process for alternative investments.

Amanda Duran is a CFP® with 14 years of experience in the financial services industry. She is currently with OSAIC Wealth, where she has worked since 2026, and previously held roles at LPL Financial, River City FCU, CUSO Financial Services, and several other firms. Based in San Antonio, TX, her background includes both advisory and financial services positions. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Sanda Bailey is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise in San Antonio, TX since 2020. She previously worked with Ameriprise Financial Services, Inc. from 2005 to 2020. Her other business activities include fiduciary duties and acting as healthcare power of attorney for an individual. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a broad client base and combines advisory, brokerage, and insurance solutions through affiliated entities.

Richard Smith Jr. is a ChFC®-designated financial advisor with LPL Financial, where he has worked since 1995, totaling 31 years with the firm and 46 years of industry experience overall. Prior to and alongside his tenure at LPL, he has been associated with Connecticut General Life Insurance Company since 1979. Outside of his advisory role, he is a partner and investor in a home-based windows and sidings sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

Toni Ann Dorsey is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at PenFed Credit Union, Navy Federal Financial Group, Bank of America, Merrill, and First Command Financial Planning. 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 broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Alan Chase is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 63 designation and 41 years of industry experience. He previously worked for Commonwealth Financial Network for 26 years before joining Raymond James in 2025. Outside of his advisory role, he serves as president of Ingenuity Financial Services, Inc., a company providing financial advice and services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and specialized services.

Rebecca Sierra is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she has worked as an Uber driver in San Antonio, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ellen Paschal is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2018. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2016 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide team and a range of portfolio management styles and affiliated research resources.

Tristan Haby is a financial advisor with Edward Jones in Castroville, TX, holding a Series 66 designation. He has been in the industry since 2026, previously working at Castroville State Bank for five years and holding roles in facility maintenance and the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm operates a large nationwide network of financial advisors and branch offices and manages approximately $1.01 trillion in assets under management.

Leonardo Rivera is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at firms including Equitable Advisors and has operated small businesses providing notary services and power washing in San Antonio, TX. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of mandates including model portfolios, fund advisory, and discretionary management.

Braden Blackwelder is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Drenzo Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC and Victory Capital Advisers. 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, managing approximately $2.74 trillion in client assets.

Hector Chavez is a Financial Advisor with Merrill Lynch Wealth Management. Based in San Antonio, Texas, he brings nearly eight years of experience within the firm, progressing from a teller position to his current advisory role. Chavez works with a diverse client base, including business owners, homebuyers, first-time investors, and professionals across various industries. His areas of focus include college education planning, LGBT wealth planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Hector earned an Accredited Certificate from South San Antonio High School. Outside of his professional responsibilities, Chavez enjoys cooking, music, photography, reading, spending time with his family, traveling, and watching movies. He is bilingual in English and Spanish and emphasizes a client-centered approach, aiming to understand what matters most to each family to help create strategies that pursue their financial goals.

Keith Connolly is a Senior Financial Advisor with Merrill Lynch Wealth Management based in San Antonio, Texas. He has been serving clients since 1997, focusing on helping families and small businesses manage their increasingly complex financial lives. His client focus areas include corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Mr. Connolly holds a Bachelor's degree from the University of Connecticut, where he was part of a nationally ranked rugby team. Before joining the financial services industry, he worked in the newspaper sector with a subsidiary of Dow Jones. He holds the Personal Investment Advisor (PIA) designation and is involved in professional and community organizations, including past board memberships with the San Antonio Gaelic Football Club and San Antonio Rugby Club. His community involvement includes volunteering with organizations focused on hunger and support for service members, such as DOGS (Dads of Great Students), Headwaters Sanctuary, San Antonio Rodeo Wounded Service Member Project, and Wishes For Our Heroes. He has also served as a coach for youth sports teams.

Douglas Stone is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameriprise and its affiliate since 2008. Outside of his advisory role, he is involved with Certainty of Uncertainty, LLC, a contractor entity related to managing his practice. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm integrates advisory, brokerage, and insurance solutions through its affiliated companies.