Aldo Martinez 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 2017, with prior work experience at Best Buy and in education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Paul Greer is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience with Citigroup Global Markets beginning in 1994. Outside of his advisory work, he is involved in managing a property leasing business in San Marcos, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its clients' financial goals.

Jorge Cantu is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at SWBC Investment Company, Victory Capital, and USAA Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ian Chase is a CFP® with 13 years of industry experience, currently affiliated with Raymond James Financial Services Advisors Inc. since 2025. He has a background that includes 14 years at Commonwealth Financial Network and has been involved with Ingenuity Financial Services since 2011. Outside of his advisory role, he is involved in property management and loan servicing for a rental real estate business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

Christopher Stevenson is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by the Global Investment Committee’s analyses, while generally acting in an advisory capacity without offering individual security recommendations as part of standalone plans.

Rachel Murua is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior experience includes roles at John West Therapy Services and Frost Bank before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Randal Boggs is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley since 2009, currently serving in Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christian Rivera is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Sherwin Williams and held various roles at Texas Tech University and Enterprise Rental Car. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Jacob Washburn is a financial advisor with Fidelity Investments in San Antonio, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at Raymond James Financial Services, Southwestern Investment Advisory Services, and the Gonzalez Wealth Team. Outside of finance, he has experience with Andy's Sprinkler & Drainage and Favor Delivery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its work with multi-manager fund structures, model portfolios, and use of AI-driven research tools.

Bradley Bates is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Next Financial Group Inc and Wayland Baptist University. Outside of his advisory role, he is involved in tax preparation and accounting through Riverside Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Ignacio Aguirre Mijares is a financial advisor with Merrill Lynch Wealth Management, joining the firm in December 2022. Since entering the financial services industry in 2021, he has focused on delivering strategic financial solutions and building meaningful client relationships. He specializes in areas such as college education planning, family wealth management strategies, international wealth management, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, tax minimization, and retirement income. Born in Torreón, Coahuila, Mexico, Ignacio is fully bilingual in English and Spanish. He holds a Bachelor of Business Administration from the University of Texas at San Antonio. His cross-border background and education contribute to his understanding of the financial opportunities and challenges faced by clients with international ties. Ignacio holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). In his personal time, Ignacio enjoys cooking, football, golf, soccer, tennis, traveling, and spending time with his family.

Peter Lewis is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been with MML Investors Services since 1987 and MassMutual Life Insurance Company since 1986. He also manages an individual life and health insurance business on the side. 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, using firm-approved technology and structured, collaborative client engagements.

Melissa Burek is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio strategies, combining in-house and third-party investment managers, alongside notable capital-markets and affiliated asset management capabilities.

Valerie Butler is a financial advisor with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with UBS since 1981. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Joseph Gillespie is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years before joining LPL Financial in 2022. Outside of his advisory work, he is involved as an insurance agent and has responsibilities related to insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Hayden Smith is a Financial Advisor at Merrill Lynch Wealth Management specializing in college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. He focuses on assisting Texas families in developing comprehensive retirement plans. Originally from the Rio Grande Valley in Texas, Hayden has a background that includes six years of experience in the Medicare industry working on behalf of Aetna. He holds a Bachelor's degree in History and Political Philosophy from Hillsdale College and a Master's degree in Politics from the University of Dallas. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Hayden enjoys camping, football, hiking, reading, and traveling. He has a personal philosophy centered on helping clients identify what matters most to them and their families, developing strategies to pursue their financial goals.

Michael Tejeda is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at USAA in various financial planning and investment management roles. Outside of his advisory work, he serves as a deacon and assistant treasurer at Kingsborough Ridge Baptist Church in San Antonio, where he is involved in finance committee activities and teaches bible studies. Charles Schwab 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, delivering investment guidance via multi-asset model portfolios and offering access to discretionary separately managed accounts.

Yuhui Chang is a financial advisor at LPL Financial in San Antonio, TX, with 17 years of industry experience. Chang holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021. Prior to that, Chang was associated with Waddell & Reed, Inc. and various insurance carriers for nearly a decade and has been involved with the Institute of Management Accountants since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through its national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches and incorporating research from LPL Research and third-party subadvisors.

Miles Miller is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Raymond James Financial Services, Southside Bank, BBVA Securities, and Strategic Financial Concepts. Outside of advisory work, Miller owns a sole proprietorship involved in oil and gas royalties and is also an owner and employee of a livestock production ranch in Texas. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Jaxson Busch is a financial advisor at Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Primerica, his work history includes roles outside the financial sector, such as sales at Panda Express. Outside of advisory duties, he is involved in sales of non-investment home-related products and satellite TV services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.