Felipe Sanchez is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 11 years with Waddell & Reed, Inc. and various insurance carriers. Sanchez operates a DBA related to his LPL business and is associated with an investment-related entity, Associates of Clifton Park. 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. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Stephen Breig is a Certified Financial Planner® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo Advisors and its predecessor entities since 2014. Breig owns and operates Breig Wealth Partners, LLC, an investment-related business based in San Antonio, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Juan Canales is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at USAA in various roles from 2016 to 2022. Outside of his advisory work, he co-owns a personal rental property with his spouse. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio investment approach.

Jack Wimer is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009 and operates Wimer Leadership, a consultancy in business since 1988. Outside of advising, he hosts a podcast under his ownership of Second100Miles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.

Tony Dolan is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016, advancing through roles such as Investment Consultant and Financial Consultant before his current position starting in 2025. Prior to Fidelity, Tony held various roles in financial advisory and wealth management at USAA from 2009 to 2016 and served as Regional Consultant at ING Funds from 2006 to 2009. With over 20 years of experience in financial services, Tony focuses on guiding individuals, families, and professionals in tax-efficient investing, retirement planning, and wealth protection. He emphasizes a personalized approach by understanding client goals and developing tailored strategies for building, preserving, and transferring wealth. Tony holds an AR Insurance License. Outside of his professional work, Tony enjoys outdoor activities such as beach visits, football, photography, traveling, and exploring culinary interests as a foodie.

Aleta Baggett Johnson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2011. Based in San Antonio, TX, her career is solely within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Justin Quillen is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Ameriprise since 2018, following an 11-year tenure at LPL Financial and a brief period at Investment Professionals, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored recommendations.

Craig Veach is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Veach Management and Andeavor, LLC. He also serves as a trustee to his parents' children's trust. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of investment options and third-party advisory solutions.

Cristian Campos is a financial advisor with Equitable Advisors in San Antonio, TX. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles outside the financial industry, including involvement with the George Gervin Youth Center. Equitable Advisors serves a range of clients from individuals to institutional investors, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of investment models and third-party managers to tailor advice and solutions according to client needs.

Zachary Noble is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works closely with clients to understand their full financial picture and develop flexible plans that adapt to changing market conditions, providing access to investment insights and banking solutions. His expertise includes divorce transition planning, legacy planning, liquidity management, personal retirement planning, sports and entertainment, and retirement income. Zachary focuses on building long-term relationships based on trust and transparency to help clients pursue their financial goals. Zachary holds a Bachelor's Degree from Stephen F. Austin State University and the Professional Investment Advisor (PIA) designation. Outside of work, he enjoys outdoor activities such as hunting, fishing, golfing, hiking, and following baseball and football. He also appreciates art, music, and film.

Nathalia Amador is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citigroup Global Markets for 12 years. Outside of her advisory role, she is involved in sales of home security and automation products, as well as loan products, through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

Roberto Cantu is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 66 licenses and with 14 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise Financial Services, Investment Professionals Inc, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with model portfolios, third-party subadvisors, and customized strategies, and is notable for its scale and breadth of financial services alongside its advisory platform.

Cesar Canizalez is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with MML Investors Services since 2013 and concurrently affiliated with Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he is also engaged as an insurance broker providing life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services 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 programs, structuring planning engagements as annual, collaborative relationships that utilize firm-approved software to analyze client goals and deliver written recommendations.

Renee Re is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Foreman is a Series 66 licensed financial advisor with 14 years of industry experience, currently affiliated with LPL Financial since 2016. Prior to joining LPL, he worked at Thrivent Investment Management from 2012 to 2016. He also operates a business entity related to his LPL practice in San Antonio, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andres Vela is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at USAA Financial Advisors and USAA Investment Management Company before joining Schwab. Outside of advising, he serves as CFO of an LLC supporting a hair salon business operated by his wife in Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with specialized alternative investment options.

Nicholas Anthony is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has prior experience at firms including Bank of America, Fidelity Investments, The Vanguard Group, and Marcus by Goldman Sachs. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring, tax-focused investment capabilities, and benefits from integration with Bank of America’s broader banking and capital markets platform.

Charles Linn Jr. is a financial advisor with Merrill in San Antonio, TX, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at Northern Trust, BlackRock, and Cetera Investment Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Humble is a financial advisor with LPL Financial in San Antonio, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked with Avior Wealth Management and Genesis Wealth Management. Outside of advising, he is the owner of Scooply LLC, a pet waste removal 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 financial planning and asset management services, utilizing both proprietary and third-party strategies, and supports its network of over 22,000 advisors with advanced research and operational tools.

James Beaulieu serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2017. He works with affluent families to co-create comprehensive financial plans and develops individualized strategies aimed at helping them achieve their financial aspirations. His practice includes meeting clients in various settings, including in-office, remote, virtual, and by phone. James's professional approach is characterized by his dedication, authenticity, and a focus on making a positive impact in the lives of those he works with. Additional details about his education, credentials, personal interests, or community involvement have not been provided.