Leslie Irizarry is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley, Leslie worked at JPMorgan securities LLC and JP Morgan. Outside of advising, Leslie operates as a notary signing agent and has experience working with Uber in a customer service role. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market modeling techniques.

Byron Armstrong is a financial advisor with Primerica Advisors in Castroville, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to advisory work, Armstrong receives non-investment related compensation for referrals related to home security and automation products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail client portfolio management rather than institutional or pension plans.

John Carrillo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works alongside a team with extensive investment experience to develop personalized wealth management strategies tailored to clients' unique financial goals. John specializes in areas including family wealth management, legacy planning, retirement income, socially responsible and ESG investing, liquidity management, and tax minimization. John grew up in Laredo, Texas, and pursued his education with a focus on business and investments. He graduated Magna Cum Laude from the University of Texas at San Antonio with a bachelor's degree, ranking in the top 1.5% of his college as a Distinguished Business Student and serving as a Senior Analyst in the university’s Investment Society. Early in his career, John gained experience through various roles involving cash flow modeling, discrepancy analysis, and CFO office functions. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Outside of his professional work, John enjoys adventure sports, fishing, football, hunting, music, running, swimming, watching movies, and spending time with his family. He is also involved in professional development and mentorship through organizations such as the Next Level Leadership Program, Local AGN, and FADP/ADP Mentor.

Shelly Rolf is a financial advisor with Ameriprise in Columbia, MD, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Ameriprise, CapFinancial Securities LLC, CapFinancial Partners LLC (CAPTRUST), and CUNA Mutual Group. Ameriprise offers a retirement-income planning service for clients typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alan Gonzalez is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Morgan Stanley in San Antonio, TX. His prior roles include positions at CapFinancial Partners LLC (CAPTRUST), Sendero Wealth Management, and The Vanguard Group, Inc. Outside of advising, he has been involved with Lending Strategy Advisors in a business development capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Everett Collins is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, he serves on the advisory board of St. Luke's Episcopal School, overseeing the school's endowment fund management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit organizations, offering financial planning, consulting, and institutional fiduciary services through a range of portfolio management strategies.

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 worked at Merrill since 2020 and previously spent six years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Blonkvist is a financial advisor at Morgan Stanley with 40 years of industry experience. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Blonkvist holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and investment research.

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 22 years of industry experience. He holds the Series 66 designation and has worked with Cetera since 2019, following a seven-year tenure at LPL Financial. Outside of his advisory role, he owns Texas Legacy Planners PLLC, an insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Lauryn Donnelly is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Capital Group/American Funds and Centennial Bank. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristine Beaver is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining LPL Enterprise, she worked at Global View Capital Advisors and Northwestern Mutual Investment Services. She serves as an intelligence officer in the United States Navy Reserve, a role she has held since 2003. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 with LPL Financial based in San Antonio, TX, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial, he worked at Cetera Investment Services and Zions Bank. He serves on the Trinity University San Antonio Alumni Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of investment strategies.

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.