Klinton Law is a financial advisor at Merrill in San Antonio, TX, with 7 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical managed account offerings.

Kenneth Sedlock is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., having joined in 2024 after nine years at Gwn Securities Inc. Outside of his advisory work, Sedlock is an owner of a construction business and founder of an insurance and benefits firm based in San Antonio, TX. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals. The firm offers both proprietary and third-party model strategies, with flexible discretionary and non-discretionary investment implementations across multiple platforms.

Daniel Joyce is a financial advisor at Primerica Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1993. In addition to his advisory role, he works as an accountant for Renaissance Interests and has been involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Katie Lange is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and six years of industry experience. She has worked with Wells Fargo Clearing from 2018 to 2025 and has prior experience at Sage Enviro Tech and Qiigo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

Michael Conti is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in selling life, long-term care, and disability insurance through his business, Trinity Financial Group. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management supported by proprietary and third-party research, alongside a range of non-advisory financial products and services.

Christian Pliego is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates a beekeeping and honey business called Adeline's Bees, which includes managing beehives and selling honey at local farmer’s markets. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Allie Wilson is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Prior to Morgan Stanley, Wilson worked at B & T Sales & Consulting and Bank of America, among other roles. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers a broad range of investment and financial products.

Blair Short is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is involved in a joint venture with his spouse based in Port Aransas, TX. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Joann Thomas is a financial advisor with Charles Schwab who holds a Series 66 designation and has 10 years of industry experience. Her prior work includes roles at USAA Financial Advisors, JPMorgan Securities, and Ameriprise Financial. Outside of her advisory work, she is also involved as a retail sales consultant for Mary Kay. 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 combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by centralized operations and a multi-asset investment approach.

Ian Bundy Gray is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he spent nine years at GM Financial. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Alexandra Meyers is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked with Merrill since 2018, including a recent tenure at Bank of America, N.A., and previously worked at Fisher Investments and Star Consulting Group. She serves as trustee and co-trustee for several family trusts, overseeing investment decisions and portfolio management for those accounts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional accounts.

Kenneth Foley is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors, LLC from 2013 to 2016. He is also the president and owner of Paradigm 20/20 Financial Strategies Group, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services, and emphasizes individualized financial planning and fiduciary engagements.

Garrett Hargis is an Investment Consultant at Fidelity Investments, where he partners with clients to establish their financial goals and create personalized investment strategies aimed at long-term success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity, Garrett has developed expertise in client relationship management and investment solutions. His experience spans multiple facets of financial services, enabling him to support clients effectively in achieving their financial objectives. Outside of his professional work, Garrett has interests in baseball, football, golf, music, and skiing.

Jonathon Harrison is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Fidelity Investments and DWS Distributors. Prior to his financial career, he worked in the restaurant industry. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Nicholas Tramontano is a Financial Advisor at Merrill Lynch Wealth Management, serving on Tramontano & Associates, a 14-person team based in San Antonio, Texas. Since joining Merrill in 2018, Nicholas has worked in offices in both San Antonio and Fort Worth, Texas. He focuses on delivering personalized financial strategies for a select group of clients, emphasizing strong relationships and custom-built portfolios tailored to individual family needs. His client expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and small business strategies. Nicholas is a member of the Tramontano & Associates team, which was recognized on the 2023 Forbes "Best-in-State Wealth Management Teams" list. He holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Nicholas earned a bachelor's degree from Texas Christian University. In his role, he prioritizes consistent communication with clients to provide attentive service and help them achieve financial confidence and security over time. Outside of his professional responsibilities, Nicholas has interests in basketball, cooking, fishing, football, golfing, spending time with family, traveling, volleyball, and watching movies.

Corey Cunningham is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Corey leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to create strategies that adapt to changing market conditions. Corey holds a Bachelor's Degree from the University of Texas System and a Master's Degree from Southern Methodist University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to community involvement, Corey participates in local volunteer activities aligned with Merrill's tradition of serving the communities where they operate.

Joseph Gonzales is a financial advisor at Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Wells Fargo in various capacities since 2015. Outside of his financial advisory role, he is involved in wedding and event planning logistics in Albuquerque, NM. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Abigail Bailey is a Series 66 licensed financial advisor with five years of industry experience. She is currently with Morgan Stanley and has previously worked at Raymond James and Capital Group. Outside of her advisory role, she is involved in property management as a sole proprietor of a rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Molly Barloco is a Series 66-licensed financial advisor at J.P. Morgan Securities with 14 years of industry experience. Her work history includes roles at Morgan Stanley and Frost Brokerage Services, and she has also operated a photography business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

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.