Kent Clark is a CFP® with 22 years of industry experience, currently serving at Fidelity Investments. His work history includes roles at Fidelity and Charles Schwab, with over eight years at FIDELITY Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds unique roles such as registration with the CFTC and advisory positions to multiple fund-of-funds.

Betty Cervantes is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Miguel Salazar is a financial advisor at Morgan Stanley in San Antonio, TX, with five years of industry experience. He has been with Morgan Stanley since 2019 and previously worked at Wells Fargo Home Mortgage from 2015 to 2019. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and proprietary modeling tools.

Shari White is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Merrill in 2020. 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.

Lisa Blonkvist is a financial advisor at Morgan Stanley with 39 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Danielle Thompkins is a financial advisor with Ameriprise in Marion, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at CUNA Brokerage Services, Inc and Randolph Brooks FCU, where she also served as a financial advisor outside of her Ameriprise role. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations.

Jason Martinez is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial. Outside of his advisory role, he owns Texas Legacy Planners PLLC, an insurance agency focusing on fixed life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients with a wide range of portfolio management and retirement plan services. The firm operates a multi-manager platform offering various investment strategies and serves over 10,000 advisors and approximately 800,000 clients.

Lauryn Donnelly is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Capital Group/American Funds and Centennial Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Kristine Beaver is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and two years of industry experience. Her background includes positions at Global View Capital Advisors, LLC and Northwestern Mutual Investment Services LLC. She serves as an intelligence and targeting officer in the United States Navy Reserve. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Tareq Abdalla is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Richard is a financial advisor with Edward Jones in San Antonio, TX, holding CFP® and Series 63 credentials and 25 years of industry experience. He previously worked for Advisors Asset Management, Inc. for 17 years, where he was a shareholder. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Kameron Wood is a Series 66-licensed financial advisor with Morgan Stanley in San Antonio, TX, bringing 21 years of industry experience. He has worked with Morgan Stanley since 2009 and has served at Morgan Stanley Private Bank, National Association since 2015. Wood is also a partner in Fourkwoods Investments LLC, an investment-related business based in San Antonio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Christopher Stewart is a financial advisor at LPL Financial in San Antonio, TX, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Zions Bank and Cetera Investment Services LLC. Stewart serves as a board member of the Trinity University San Antonio Alumni Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services supported by proprietary research and third-party subadvisors.

Elizabeth King is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Charles Matt is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has been associated with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1997 and serves as an adjunct faculty member at the University of the Incarnate Word. Matt also teaches graduate-level theology as an adjunct professor at the Oblate School of Theology and has been a workshop presenter for the Archdiocese of San Antonio. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and educational seminars to support collaborative, goal-based financial planning engagements.

Mark Carolin is a financial advisor with OSAIC in San Antonio, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Carolin is also the vice-president of Pinnacle Study Group Inc., an exclusive nonprofit educational group focused on financial planning discourse and idea exchange. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third‑party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary management options.

Todd Cox is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc., NYLife Securities LLC, and a decade of self-employment. 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 seminars with an emphasis on collaborative, goal-focused planning.

John Moore is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Ameriprise Financial Services, Inc. and Investment Professionals, Inc. Outside of his advisory role, Moore serves as a soccer referee. 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 supported by research and technology, providing both discretionary and non-discretionary management options.

Amy Calderon is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2007. Outside of her advisory role, she is a notary for the state of Texas and is involved in a financial services business, Trinity Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Reynaldo Davila Jr. is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliate Morgan Stanley Smith Barney since 2013. Based in San Antonio, TX, he focuses on wealth management within a large institutional firm. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates various investment strategies, including relationships with investment companies and private funds.