Ayinde Shepherd is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Santander Securities, Amazon, New York Life, and Ameriprise. Mass Mutual Investors Services is 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 emphasizes collaborative, goal-oriented planning using firm-approved analytical tools, offering ongoing support through various programs and educational seminars.

Travis Mayfield is a financial advisor with Morgan Stanley Wealth Management in San Antonio, Texas. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior roles include positions at Frost Brokerage Services and Frost Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling.

Adolfo Estrella Jr. is a Financial Advisor with Merrill Lynch Wealth Management, based in San Antonio. He works with individuals, families, business owners, and retirees to organize, grow, and preserve their wealth. Adolfo focuses on comprehensive financial planning, investment management, retirement planning, and workplace retirement plans, helping clients coordinate various aspects of their financial lives, including investments, retirement savings, business interests, and legacy planning. Originally from South Texas, Adolfo began his career in McAllen, later working in Corpus Christi before establishing his practice in San Antonio. He earned his bachelor's degree in Business Administration from the University of Texas Pan American and completed his MBA at Webster University. Adolfo holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish and is a member of the San Antonio Hispanic Chamber of Commerce. Adolfo aims to build lasting relationships by providing straightforward advice, personalized service, and ongoing guidance tailored to each client's unique goals and priorities. His client focus areas include divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Outside of his professional work, Adolfo has interests in adventure sports, fishing, football, golfing, hiking, music, running, soccer, tennis, and traveling.

Ashley Wilson is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of systematic methodologies and formal advisory roles across multiple investment platforms.

Virginia Raborn is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves as a board member for the Newcombe Estate Property Owners Association in New Braunfels, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Steven Fitzsimmons is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and proprietary tools, managing approximately $2.74 trillion in client assets.

William Mclaughlin is a financial advisor with Fidelity Investments based in San Antonio, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at B. Riley Wealth Management, Income Solution Partners, NYLIFE Securities LLC, and New York Life Insurance Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Rigoberto Rodriguez is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Christina Garza is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory strategies, tax-efficient services, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sandra Deskin is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing trillions in client assets.

James Norman Deitrich Jr. is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Outside of his advisory role, he is involved with a business named J. Norman Deitrich based in Tybee Island, Georgia. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Sarah Krogh is a financial advisor at Edward Jones with three years of industry experience, including prior roles at First Command and Judson ISD. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Beatriz Doak is an International Wealth Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting clients to the appropriate people, plans, and processes to address their unique financial ambitions. She assists clients with a range of personal financial goals, including education funding, retirement lifestyle planning, and managing potential health care costs, while creating tailored strategies to support long-term family objectives. Beatriz holds a bachelor's degree from the University A of Guadalajara and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Her approach emphasizes simplicity and transparency in wealth planning, aiming to integrate all aspects of a client's financial life to help prioritize and pursue their most important goals.

Russell Harrison is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1995 to 2009. He serves as a board member of Oak Hills Church in San Antonio, Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements with employers.

Stephen Miranda is a financial advisor with Merrill based in San Antonio, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at JP Morgan Securities LLC and JP MORGAN CHASE Bank N.A. from 2018 to 2022, as well as AllState Insurance and Urban Access Properties. Miranda serves as a board member for the Greater Houston Gay & Lesbian Chamber of Commerce and participates on the Harris County Loan Review Committee, providing oversight to the County Opportunity Fund. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erik Munson is a Financial Advisor and Senior Portfolio Advisor specializing in wealth management strategies at Merrill Lynch Wealth Management. He focuses on helping clients pursue personal financial goals including college education planning, retirement income strategies, corporate benefits, executive compensation, legacy planning, and managing new wealth. His approach emphasizes simplicity and transparency in wealth planning, tailored to individual client priorities and perspectives. With professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), Erik brings certified expertise to his advisory role. He holds a Bachelor's Degree from Texas A&M University System and is affiliated with the Pi Kappa Alpha Fraternity. Erik is involved in community organizations such as the Central Texas Food Bank, RBI Austin, SIFMA Foundation, and the Terrell Heights Neighborhood Association. Outside of work, his personal interests include cooking, fishing, football, gardening, golfing, hunting, music, reading, scuba diving, and spending time with his family.

Lilly Jordan is a CFP® professional with eight years of experience in the financial services industry, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked in the Schertz Cibolo Universal City Independent School District for three years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

David Villarreal Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. Since joining Merrill Lynch in 2011, following six years at Bank of America, he has focused on helping individuals, families, and business owners create personalized financial strategies tailored to their goals. As a key member of K&I Associates, a team recognized by Forbes as a "Best-in-State Wealth Management Team" from 2023 to 2025, David delivers comprehensive, 360-degree financial strategies with an emphasis on understanding each client's unique priorities. David's expertise includes education planning, family wealth management, liquidity management, retirement planning, and tax minimization among other areas. He employs a consultative and objective approach that addresses both short-term objectives and long-term aspirations by investing time to deeply understand his clients' concerns and ambitions. David holds a B.B.A. in Accounting from the University of Texas at San Antonio and carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in San Antonio since 2005, David and his wife, Daisy, are active members of several church organizations. His personal interests include billiards, chess, cooking, football, music, running, spending time with his family, tennis, and traveling.

Shawn Gosdin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1999. In his role, Shawn directs his team's efforts to provide a comprehensive range of financial strategies and services. He emphasizes a holistic approach to wealth management, addressing clients' family needs, business interests, community responsibilities, and long-term aspirations. Shawn and his team focus on managing the day-to-day details of wealth management, enabling clients to concentrate on their most meaningful interests and obligations while advancing their personal and generational financial goals. Shawn's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, and sports and entertainment financial matters. He holds the Personal Investment Advisor (PIA) designation and attended Texas A&M University. Outside of his professional responsibilities, Shawn enjoys fishing, golfing, skiing, and spending time with his family.

Anna Femat is a Wealth Management Advisor with Merrill Lynch Wealth Management, a division of Bank of America. Since beginning her career with Merrill Lynch in 1987, she has focused on assisting clients in establishing objectives and developing strategies tailored to retirement planning, education funding, long-term care, and credit solutions, including home financing. She employs a Personal Wealth Analysis process to understand clients' situations and guide them toward achieving their financial goals. Anna holds a Bachelor of Business Administration degree with a major in business management from the University of the Incarnate Word. She has earned the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations and is a designated Retirement Benefits Consultant (RBC) within Bank of America – Merrill. Her areas of focus include education planning, employee benefits, family wealth management, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Anna and her husband Ramiro have been married for over 30 years and have two children. She is active in her community through involvement with the Archdiocese of San Antonio Catholic Church, Conservation Society of San Antonio, Habitat for Humanity, Junior League of San Antonio, Pan American Round Table, San Antonio Hispanic Chamber of Commerce, and the University of the Incarnate Word Alumni Association. In her personal time, she enjoys cooking, gardening, hiking, music, painting, pottery, reading, sewing, traveling, and spending time with her family.