Clark Pantel is a CFP® with 12 years of industry experience, all with Edward Jones since 2014. He is based in New Braunfels, TX, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds under a fiduciary standard.

Peggy Faulk is a financial advisor with Charles Schwab in New Braunfels, TX, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank, SSB since 2018. Faulk serves on the Board of Directors of Jones Partners, a nonprofit affiliated with Rice University's Jones School of Management. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and uses multi-asset model portfolios supported by its Schwab Center for Financial Research.

Timothy Trigg is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes over three decades at USAA Investment Management Company and roles at PFS Investments Inc. and Compex Legal. Outside of advising, he is involved in reselling physical goods online. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure as part of its investment approach.

Elias Zavala is a financial advisor at Morgan Stanley in San Antonio, TX, holding the Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Frost Brokerage Services and Frost Bank. Outside of his advisory role, he has worked as a contractor providing customer service for companies such as Uber, Amazon, and Shipt. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a variety of investment strategies.

David Dowd is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Nexa Mortgage and Equity Smart Home Loans, and has over a decade of experience with Nationwide Insurance. Outside of finance, he is involved in managing a small HVAC business in San Antonio. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.

Benjamin Hickman is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and also serves in the Texas Army National Guard, where he has been active since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Brian Mattson is a financial advisor at Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Primerica Advisors, he has worked at Primerica Financial Services since 2024 and has been involved with South Texas Radiology Imaging Centers since 2008. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies primarily managed by third-party asset managers and offers advisory services through a large network of advisors.

Waleed Khan is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and possessing 13 years of industry experience. His professional background includes roles at Generations Community Federal Credit Union, CUSO Financial Services, and BBVA entities, among others. He is involved with Generations Investment Group, an LPL-affiliated business. 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.

Ray Patterson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior experience includes nine years at Wells Fargo Clearing and ten years at Citigroup Global Markets. He holds ownership stakes in two San Antonio-based financial firms, Hughston Financial, LLC and Patterson Breig Wealth Partners LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and written summaries, with implementation options available through brokerage or advisory programs.

Derrick Hall is a Series 66 licensed financial advisor with Edward Jones in Schertz, TX, bringing nine years of industry experience. He has been with Edward Jones since 2017 and previously held roles at Millennium Exploration, The Champion Group, and Bluebonnet Motors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Owen Wnuk is a financial advisor with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management, combining institutional trading capabilities with wealth management services.

David Matthews is a CFP®-certified financial advisor with 22 years of experience, currently practicing at Ameriprise since 2021. His prior roles include positions at Broadway Wealth Solutions, Securities America, and SWBC Investment Services. He also maintains outside employment as a financial advisor with Randolph Brooks FCU. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team in partnership with client advisors.

Eric Schneider is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses with six years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at USAA, Gold's Gym, and Target. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes a framework for ESG eligibility.

Julian Mathews is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked with MassMutual and its subsidiaries since 2021. Outside of his advisory role, Mathews serves on the board of directors for Students of Service, a nonprofit focused on supporting students and the community. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs and educational seminars, emphasizing collaborative, goal-based financial advice.

Adriana Estevez is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she operates a sole proprietorship unrelated to investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and methodologies.

Jose Velasco is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation with Axa Advisors, LLC. Outside of his advisory work, he serves as a trustee for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with various advisory programs, utilizing both proprietary and third-party investment solutions.

Michael Garza is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2022, he worked at Vogt Auctions for one year and managed Cristina's Coins & Jewelry, Inc. for over three decades. He is also the owner of Boogie Bear Invitations, LLC, a party invitation and decor business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of over 23,700 advisors.

Matthew Bauer is a financial advisor at Edward Jones in Schertz, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at KGI Wireless, Primerica Financial Services, Texstar Enterprises, GW Communications, and Verizon Communications. Outside of his advisory work, he serves as the Senior Umpire for the Buffalo Valley Youth Association, organizing softball umpire schedules and officiating games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

David Snelling is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and RBC Capital Markets before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing comprehensive research and collaborative client-advisor engagement.

Jacqueline Cantu is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Equitable Advisors for one year and spent over a decade employed by the Southside Independent School District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a manager solutions team.