Jeffrey Bowers is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation with 10 years of industry experience. He previously worked at JPMorgan Securities LLC for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment models to support its advisory process.

Christopher Mata is a Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients to develop and implement financial plans using a variety of financial planning tools and investment options available at Fidelity. He focuses on wealth planning and aims to help clients work toward achieving their financial goals while providing customer service. Christopher has a broad background in financial services, with experience dating back to 2002. Prior to his current role, he held positions including Investment Representative and Relationship Manager at Fidelity Investments, Account Executive at JP Morgan Chase Private Bank, Personal Banker at Chase Bank, and Financial Advisor at American Express Financial Advisors. Outside of his professional work, Christopher enjoys family activities, fitness, exploring food, hiking, and traveling.

Kelly Kerr is a financial advisor with RBC Capital Markets in San Antonio, TX, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, Kerr is the owner and passive partner of an auto finance business and serves as a committee member of The Nonprofit Council in San Antonio, supporting local 501(c)(3) organizations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Brock Brower is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliates since 2000. Outside of advisory services, he is involved in managing business operations and owns several real estate and property management entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Stacy Allen is a financial advisor with Edward Jones in Seguin, TX, holding a Series 66 designation and having four years of industry experience. Prior to joining Edward Jones, Stacy was involved with Leander 3T, LLC, a masonry and stucco business. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors. The firm offers various advisory strategies and affiliated investment products under a fiduciary standard.

Charles Morales is a financial advisor based in San Antonio, TX, affiliated with Morgan Stanley. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Securian Financial Services, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

Eric Zeitler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and 65 licenses and possessing 25 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, B. Riley Wealth Management, and Alamo Asset Advisors. He also manages Eric Zeitler Investments LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable investment strategies and operates one of the largest networks of investment adviser representatives in the industry.

David Cortez is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Fidelity Investments for three years and has held positions at KeyBank, Westerra Credit Union, and Frost Bank. 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 combination of quantitative and qualitative research.

Elwyn Godsey is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with Primerica Financial Services and PFS Investments Inc. since 1984 and has also worked at the Godsey/Martin Law Firm since 2012. In addition to advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts supported by BNY Mellon Advisors and Pershing.

Jason Parker is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017 and MetLife Resources from 2006 to 2017. Outside of his advisory role, he is a partner in a family LLC formed to sell inherited land. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software to analyze client goals and provides recommendations through ongoing, collaborative planning engagements.

Christopher Belsjoe is a financial advisor at Merrill with Series 63 and Series 65 credentials and 10 years of industry experience. He has held positions at Bank of America, USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors Inc, and CitiBank. He is based in San Antonio, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Reyes is a Series 66-licensed financial advisor with Merrill in San Antonio, TX, where she has worked since 2006. She has 11 years of industry experience. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexandra Squires is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Kevin Gray / Equitable, Ulrich Investment Consultants, and positions outside finance such as with Schlitterbahn and Texas A&M University. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Blake Thompson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Innovation Partners LLC and Catalyst Wealth Management LLC. Thompson is also a licensed insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports a wide range of advisory programs and institutional consulting services.

Karen Rader is a Series 66 licensed financial advisor with Edward Jones in San Antonio, Texas, and has 14 years of experience at the firm. She has no reported external business activities with responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment offerings.

Kenneth Arreazola is a financial advisor with J.P. Morgan Securities based in San Antonio, TX. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A., Charles Schwab, and served briefly in the Texas House of Representatives. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates an ESG eligibility framework in its recommendations.

Bella Hampton is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., USAA Investment Management Company, and USAA Financial Advisors. Outside of finance, she is involved in photography through her sole proprietorship, Bella Hampton Photography, and is a stakeholder in Element Luxury Fitness, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analyses.

Clay Calderon is a Series 66 registered financial advisor with J.P. Morgan Securities in San Antonio, TX, with nine years of industry experience. He has worked at JPMorgan Chase and its affiliated entities since 2015. Outside of his advisory role, he occasionally works as a delivery contractor for Uber Eats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.

Justin Carmouche is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Increase Financial and various other organizations. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Michael Blatzer is a CFP®-designated financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2007 and previously held a role at A. G. Edwards & Sons, Inc. from 2002 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and tools.